Previous events
All previous events
Webinar - LiveBig - Purpose
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Purpose • Power: Exploring how to create intrinsic motivation and the value of a true and inspiring North Star • Tool: Fully learn the North Star tool. • Practical: Build your personal and team North Stars
View event detailsAnnual General Meeting 2024
We need you! To attend our AGM... If you feel that you can contribute to the future success of the Institute, by bringing your knowledge and enthusiasm to Council, please consider joining. Being a Council member brings with it an array of benefits including the opportunity to network with prominent figures from the industry, develop your own personal skills and raise your profile within the local market. We would be pleased to welcome any new member(s) wishing to join Council.
View event details
Face to face, breakfast session - PFS session-Investing for Life in Retirement - Investec
Live, face to face training session suitable for PFS members with Martin McDermott at the Kennford Suite, Exeter Court Hotel. Meet for tea/coffee at 9.30am, session starts 10.00am for 1 hour, finishes at 11am.
View event details
Bowling Night with the Exeter Chartered Institute of Insurance
The Chartered Institute of Insurance invites you to a night of networking, camaraderie, and friendly competition! Unwind and connect with fellow members in a relaxed setting while enjoying the thrill of bowling.
View event details
Face to face, PFS breakfast session - An update on the Equity Release market and opportunities for Equity Release Advisers
Live, face to face training session with Peter Barton - Managing Director of Barton Law at Barton Law Offices, Leeward House, Fitzroy Rd, Exeter EX1 3LJ Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event details
Nominations for David Grimley Memorial Award 2024
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2024, sponsored by Mark Fowles of DWF Law. The award is to recognise the professional development and achievement of young people in our area.
View event details
Face to Face - Directors and Officers Insurance
Directors and Officers insurance overview The live session with Alan will briefly explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy. Tea & coffee on arrival from 8:45, session starts at 9am
View event details
Webinar - CII - Environmental Insurance & Risk Management
This live-online webinar aims to Introduce the delegate to environmental liability insurance. Supported by case studies, we will look at the type of business that could benefit from this cover together with the extent of cover available, conditions and exclusions that an underwriter may apply. We will also take a quick look at the legislation relating to environmental risks together with some tips on disaster recovery planning.
View event detailsWebinar - LiveBig - Creativity
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Creativity • Power: Exploring how to see possibility unrestricted by fear. • Tool: Fully learn the Explore tool. • Practical: Innovating new ideas for your team, product or business.
View event details
Face to face, PFS breakfast session - Title-Business Relief within Inheritance Tax planning - its importance, its future and how it can effectively be used for different clients
Live, face to face training session with James Tulloch of Close Brothers Asset Management (CBAM). 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.
View event detailsFace to face, PFS breakfast session - Generation Z and Beyond, how to achieve optimal client outcomes whilst protecting the future of your business
Live, face to face training session with Gareth Perry of TIME Investments 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.
View event detailsFace to face, PFS breakfast session - Catering for sustainable clients in the age of Consumer Duty-EQ Investors
Live, face to face training session with Louisiana Salge 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.
View event details
Face to face - The rise of errors and omissions claims against brokers
Live, face to face training session with Alan Chandler at Cornish Mutual Offices, Willand Tea & coffee available at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - LiveBig - Action
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Action • Power: Understanding the science and psychology of coaching and empowerment. • Tool: Learning the 4 Questions tool fully and exploring its four supporting tools: ‘Great at Grow at’, ‘Big 3’, ‘Explore’ and ‘Inches’. • Practical: Making personal and team plans you are inspired to act on.
View event detailsWebinar - LiveBig - Focus
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Focus • Power: Exploring the value of simplicity and the psychology of Focus. • Tool: Learning the Big 3 and Rhythms tools. • Practical: Setting short and medium term, team and individual goals. Committing to the 121 and team conversations you want.
View event detailsZoom PFS CPD session - Helping to keep you and your clients financially resilient
Note, now online via Zoom - Thanks to Paul Dewick of LV
View event detailsWebinar - Introduction to Engineering insurance
Introduction to Engineering Insurance Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas Content & Learning: • Engineering inspection o why is a separate cover needed? o legislation o cover • Engineering Breakdown o types of equipment that can be covered o cover • Engineering business interruption and deterioration of stock o Identify the need for cover
View event detailsFace to face, PFS breakfast session - The Evolution of With Profits
Live, face to face training session with John Steele 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.
View event detailsWebinar - LiveBig - Energy
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Energy • Power: Understanding how our mental, physical and emotional Energy is generated. • Tool: Fully learn the Stories tool. • Practical: Get rid of limiting beliefs, choose new mindsets, create plans for increased physical and emotional health.
View event details
Boom Battle Bar Networking Event
Join us for a night of activities including Crazier Golf, Shuffleboard & Axe Throwing!
View event details