Previous events
All previous events
Face to Face - PFS - Investing for life in retirement
Live, PFS face to face training with Ed Walker & Zoe Howard from Investec at the Kennford Suite, Exeter Court Hotel
View event detailsFace to Face - PFS - Pension Hot Topics
Live, PFS face to face training with Gareth Davies of Scottish Widows at the Kennford Suite, Exeter Court Hotel
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Webinar - Everyday Movement Sequence for optimal posture, core strength and stress management
Lunchtime webinar with Nick Thomas of Nick Thomas Associates. Everyday Movement Sequence (EHS) for optimal posture, core strength and stress management Developed by Ollie Martin over 20 years this time-efficient, simple but effective routine will transform your wellbeing. It is a fusion of disciplines including Yoga, Tai Chi, mindfulness, stretching and mobility, core stability, bodyweight strength and primal rest postures. A simple to follow sequence that takes just 10 or 20 minutes a day.
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Face to Face - Communicating with Vulnerable Customers
Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsFace to Face - The Purpose of Duty
Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsWebinar - Finding the right movement for you
Lunchtime webinar with Nick Thomas of Nick Thomas Associates.
View event detailsFace to Face - SURE: A new technique to ensure clients have understood your advice
Live, Cii and PFS face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsWebinar - Directors and Officers Liability in a hard market
Lunchtime webinar with Nick Thomas of Nick Thomas Associates.
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PFS - Face to Face Session - Time for a different approach
We are pleased to offer face to face training for PFS at Exeter Court Hotel with Daniel Lockyer.
View event detailsFace to face session - Consumer Duty
Live, face to face training with Jeff Heasman at Exeter Court Hotel
View event detailsPFS Face to Face Session - Long Term Care
We are pleased to offer face to face training for PFS at Exeter Court Hotel.
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Webinar - Assertiveness Skills
Say what you want, say what you mean, assertiveness skills. Lunchtime webinar with Susan Heaton-Wright
View event detailsWebinar - Mergers and acquisitions – key insurance issues session
Lunchtime webinar with Diane Jenkins of Nick Thomas Associates.
View event detailsWebinar - Stepping into Business Protection
A Look at the importance of Business Protection, target market and setting plans up.
View event detailsWebinar - Wake up to selling IP
A Look at the importance of IP, talking to clients about IP and closing the sale.
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Cert CII Fast Track Remote Learning Programme
The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
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Webinar - Contract Conditions
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at how contract conditions can change the liability of an insured and why brokers must advise clients on this.
View event detailsDiploma in Insurance Online Training Programme
The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
View event detailsWebinar - LV Moments of Truth
Run through some scenarios of where personal protection can play a part in life events, looking at budget and skiing downhill.
View event detailsThe Trust Registration Service - afternoon
Since 2017, trusts paying tax have needed to be registered with HMRC through their trust registration service. Recent changes have mean the majority of new and existing trusts, even those with no immediate tax liability, will need to be registered with HMRC.
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