Chair: Geoff Butler (email@example.com)
Chartered Champion: Roger Easterbrook (firstname.lastname@example.org)
Education Outreach Ambassador: Adam Field (email@example.com)
Membership Officer: Helen West (firstname.lastname@example.org)
New Professionals Officer: Rosa Nash (email@example.com)
Professional Qualifications Officer: Theresa Atal (firstname.lastname@example.org)
SMP Advocate: Vacant
Committee Support Officer: Dawn Richards (email@example.com)
- New local Institute President!by Dave Octave
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 the Institute to be elected President of the Institute which is a huge achievement and great opportunity to represent our FS members on an Institute level.
- 2023 Regional Conferences and Eventsby Dave Octave
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 more about what’s in store.
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.
- Welcome from Exeter & North Devonby Dave Octave
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.
- CII pilots new form of financial planning assessmentby Dave Octave
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.
- PFS appoints Interim CEOby Dave Octave
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!