Previous events
All previous events
The Trust Registration Service - morning
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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Webinar - Commercial Package Insurance
The presentation will be provided by Alan Chandler, one of the most popular speakers within the UK, and Alan in his usual plain English style will outline the main areas of cover, the history of package insurance and how sums insured should be correctly set.
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Annual General Meeting 2022
For those not able to attend the meeting in person there will also be a Zoom link published. 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 senior 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.
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The “Purpose of Duty” and a major new approach to professional negligence claims
Live, face to face training with Jeff Heasman ahead of the Exeter CII AGM
View event detailsWebinar - Cii Examination Techniques
The second of two sessions given by Alan Chandler, the first hosted by Plymouth & Cornwall CII. This three hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.
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The Centenary Annual Dinner
The Insurance Institute of Exeter are delighted to announce that our Centenary Annual Dinner 2022 will take place on Friday 25 March 2022.
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Webinar - Introduction to Financial Crime
This webinar lunch and learn session will be delivered by Sally-Ann Higgins.
View event detailsPFS Webinar - Guide to Trusts
This one-hour webinar provided by Neil MacGillivray, is a guide to trusts.
View event detailsPFS Webinar - Pension and Divorce
It’s not uncommon for pension rights to represent a significant proportion of the matrimonial assets. John Dunn presents this topical webinar for us.
View event detailsWebinar - The negative Ogden rate update - Why existing limits of indemnity on EL/PL and Products can no longer remain the same
This presentation will be delivered by Alan Chandler, Chartered Insurer, one of the most popular presenters in the UK, and he will outline why failure to talk through Ogden with you clients could lead to E&O exposures for brokers.
View event detailsWebinar - Cyber Insurance
This webinar lunch and learn session will be delivered by Sally-Ann Higgins.
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Nominations for David Grimley Memorial Award 2022
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2022, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.
View event detailsPFS Webinar - Tax planning for married couples and civil partners
This one-hour webinar provided by Neil MacGillivray, looks at the tax planning opportunities available to married couples and civil partners,
View event detailsWebinar - Setting Correct BI Indemnity Periods
This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will examine all the different factors a client needs to take into account when setting an indemnity period.
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Webinar - Financial Resilience for Women
Exeter CII is pleased to be able to offer a webinar on Money & Women’s quest for financial independence presented by Alison Cooper-ACT One Training Services Ltd
View event detailsWebinar - Commercial Property 2022 Rate Increases
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings sums insured.
View event detailsPFS Webinar - How to protect yourself from potential future claims
This one-hour webinar provided by Stephen Searle, partner in Financial Services Litigation at Clarke Willmott.
View event detailsWebinar - Ecopsychology: the impact of your surroundings on well being and productivity
We welcome Jeff Heasman from Insurance Upskill back to Exeter for his latest session.
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Webinar - The role of guarantees within a Centralised Retirement Proposition
The introduction of pension freedoms brought an increase in flexibility and choice, leading to drawdown being the default choice for retirees taking benefits.
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