Previous events
All previous events
PFS Teams Session - Putting Protection back at the heart of IHT planning
Thanks to Dave for this online session for our PFS members.
View event detailsCPD Webinar - Impact of the insurance market cycle
The webinar looks at how the insurance cycle moves and the influences the transition between hard and soft markets. As well as looking at the progress of the insurance cycle, the session will help you determine the difference between hard and soft markets, and what that means to all stakeholders involved.
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Graham Brown Professionalism Award
We are pleased to announce that we are accepting nominations for this year's Graham Brown Professionalism Award which has been kindly sponsored by his family.
View event detailsPFS Live CPD - Utilising Business Relief for IHT planning and navigating the new budgetary changes
Thanks to Oliver for this in person breakfast CPD session for our PFS members at The Board Room, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsCPD Webinar - Resilience for Good Mental Wellbeing
This webinar explores how we can all develop resilience in ourselves and in our teams. This will include practical advice and tools to help you to build yours and your teams resilience.
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PFS Teams Session - Sustainability-all you need to know
Thanks to Christian for this online session for our PFS members.
View event detailsMenopause; What Everyone Needs to Know (Equality, Diversity & Inclusion Month)
Menopause is a reality for every biological woman and it is vital to understand how menopause can affect psychological, emotional and physical health. This empowering session is for women, and anyone that lives with or works with women. The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.
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PFS Teams Session - One year on from Consumer Duty – what’s changed and what’s next for advice businesses?
Thanks to Samantha for this online session for our PFS members.
View event detailsSocial mobility and being an inclusive leader (Equality , Diversity & Inclusion Month)
This session will explore the challenges relating to socio-economic backgrounds, and why this is important to consider in a work context. We will then look at the concept of Inclusive Leadership and the importance of creating inclusive environments. You will have the opportunity to explore and discuss how you can apply these principles to your own workplace.
View event detailsDementia Awareness (Equality, Diversity & Inclusion Month)
The Alzheimer’s Society’s Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. It aims to transform the way the nation thinks, acts and talks about the condition. Dementia Friends is about learning more about dementia and the small ways you can help. From telling friends about the Dementia Friends programme to visiting someone you know living with dementia, every action counts.
View event detailsFace to Face, PFS Breakfast Session : The New Retirement Reality with Andrew Lewis from Brooks Macdonald
Live, face to face training session with Andrew Lewis from Brooks Macdonald at The Board Room, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsEmbracing Neurodiversity in the Workplace (Equality, Diversity & Inclusion Month)
As part of the Insurance Institute of Exeter's Equality , Diversity & Inclusion Month, this webinar explores the significance of understanding and embracing neurodiversity within the workplace.
View event detailsFace to Face, PFS Breakfast Session : “If you can’t endure the short- & medium-term pain, you won’t achieve the long-term gain”
Live, face to face training session with Andy Brown at The Exminster Room, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsPFS Teams Session - Greenwashing and Sustainable Labels (1)
Thanks to Wayne & Craig for this online session for our PFS members.
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PFS Teams Session - Are you prepared for the Great Wealth Transfer?
Thanks to Callum for this online session for our PFS members.
View event detailsGI Webinar - Contents underinsurance and how to address it
Thank you to Rachel for this online training session which takes place over lunchtime.
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Online Session - FREE DIP CII TRAINING – take the next step in your insurance career!
From September 2024, the Insurance Institute of Exeter will be funding Diploma training support for local members, delivered by Adrian Toomey (Chartered Insurance Practitioner, ACII).
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Face to face, breakfast session - PFS session - LPA's All You Need To Know
Live, face to face training session suitable for PFS members at Barton Law Offices. Meet for tea/coffee and bacon rolls at 8.30am, session starts 9.00am for 90 minutes, finishes at 10:30am.
View event detailsFace to Face, PFS Breakfast Session : How Exchange Traded Funds ETF's Work
Live, face to face training session with Alan Kinnaird at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
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Face to Face, PFS Breakfast Session : "The biggest change in Pension rules since simplification” ripping up and replacing nearly 20 years of Pension Legislation.
Live, face to face training session with Phil Griffin of Quilter at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1.5 hours, finishes at 10:30am.
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