Theresa Atal, the Exeter & North Devon Professional Qualifications Officer, has recently been elected to serve as the latest President of the Insurance Institute of Exeter for a 2 year term. We believe Theresa is the first PFS member of… Read More »New local Institute President!
After a very successful year of conferences in 2023, we are rounding up the year with our Autumn conference. Partners include JUST, Quilter, Portfolio Metrix, Zurich and Fidelity. Click on the link below to register your place and find out… Read More »2023 Regional Conferences and Events
Welcome to the Exeter & North Devon events page where you’ll find details of all our regional events, both those organised locally and those organized centrally. Just click on the relevant box to get more information about an event and… Read More »Welcome from Exeter & North Devon
The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their… Read More »CII pilots new form of financial planning assessment
Don MacIntyre appointed to full-time executive role. In August the PFS appointed Don MacIntyre as PFS Interim CEO. Not only will he represent and advocate PFS members’ interests, he will also work closely with the Board to preserve PFS assets. Furthermore, he… Read More »PFS appoints Interim CEO
FINE TUNE YOUR FINANCIAL PLANNING SKILLS If you haven’t visited the pfspower.org website yet, now is the time. Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar… Read More »POWER