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Exeter & North Devon

Chair: Geoff Butler CertPFS (
Chartered Champion: Roger Easterbrook (
Education Outreach Ambassador: Dawn Richards DipPFS, Cert CII (MP) (
Membership Officer: Helen West (
New Professionals Officer: Vacant
Professional Qualifications Officer: Theresa Atal CertPFS, Cert SMP (
SMP Advocate: Vacant

  • CII pilots new form of financial planning assessment

    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 needs and expectations in the future. The CII is conducting this pilot as the majority of financial planners who took part in the ‘Shaping the future together’ consultation told us they want us to bring in more flexibility and realistic assessed tasks to some of our assessments.

    In place of the scheduled written exams, the CII will be piloting coursework assessments for the R06 Financial Planning Practice unit of the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning. The format of the coursework assessments for R06 will be assignments based on client case studies.

    Gill White, Chief Customer Officer of the Chartered Insurance Institute, said: “Our R06 unit currently uses on-screen written exams available four times per year. We are piloting a flexible, client-focused coursework assignment assessment, designed to fit in with contemporary working practice. This means learners with commitments that prevent attendance of exams on the fixed dates will not face a barrier to completion of the Diploma in Regulated Financial Planning.

    “The assessment is designed to meet the same syllabus learning outcomes and assessment criteria as the current R06 exam and meets the Level 4 qualification descriptors set out by education regulators.

    The assessment criteria include a requirement for analysis and justified recommendations, which are appropriate to assess in longer responses such as case-study-based assignments.

    “We worked with practitioners within the profession, advisory groups and the PFS Board to discuss how these skills are demonstrated in a professional context to design the coursework assessment approach and tasks.”

    A review will be undertaken later this year once the pilot is completed and feedback from candidates has been received. The Chartered Insurance Institute will then decide during 2023 whether assessment for the R06 Financial Planning Practice unit will switch from written examinations to coursework and the timetable for any changes.

  • 2023 Regional Conferences and Events

    After a very successful return to face-to-face conference in 2022, we are excited to be back on the road in 2023 with our Spring, Summer and Autumn regional conference as well as a range of Specialist events and regional events organised by your local committee.

    Click on the link below to register your place or save the date in your diary if a link isn’t available.

    22 March – Spring Conference (Holiday Inn Taunton) – Book now!
    21 June – Summer Conference (Venue tbc) – Save the Date
    4 October – Autumn Conference (Venue tbc) – Save the Date

    More events organised by your regional committee will be advertised in due course. If you have any suggestions for local events you would like to see, please contact your committee.


  • PFS appoints Interim CEO

    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 will enhance our governance and enable new operational processes that serve the needs of all members while maintaining public confidence in your services. 

    Look out for Don at a regional conference near you soon!


  • Welcome from Exeter & North Devon

    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 to make a booking.


  • Exeter CII CPD F2F sessions

    •7th September 2022 – Purpose of Duty, Jeff Heasman (Exeter Court Hotel)

    •21st September 2022 – Communicating with Vulnerable Clients, Jeff Heasman (Exeter Court Hotel)

    •19th October 2022 – Inclusion, Diversity & Communication, Jeff Heasman (Exeter Court Hotel)

    •12th October 2022 – Scottish Widows – (Exeter Court Hotel)

    •26th October 2022-CRP & CIP – Investec –(Exeter Court Hotel)

    To register you place on any on these events please visit the Exeter CII events