Wed 4 Nov. 2020

President Update November 2020

Update on Insurance Institute of Liverpool activity from President Phil Beattie.

Hello everyone,

I hope you are all keeping well in these uncertain times.

As I reach over halfway into my term, I wanted to provide an update to our members. It has been a very unique year which has meant that we have had to adapt quickly to a very different way of working, as I imagine many of you have too.

Although we are unable to run some of the events you would normally see and expect, our council are still busy organising remote activities and events. I would like to say a huge thank you to all our council members who continue to show extraordinary commitment and enthusiasm.

The Insurance Charities

In these difficult times, help is available to those in need. No matter what role you’ve had in the insurance industry, the insurance charities may be able to help if you are experiencing hardship. If you think they can be of help to you or know someone who would benefit, I would urge you to get in touch. More information can be found on their website…

For those of you studying or thinking about studying, the CII’s Education and Training Trust has launched a support fund to provide access to training and professional development. Applicants who meet the eligibility criteria will be able to secure the full cost of their training module including examinations and choose the course and provider. Applicants do not need to be members of the CII, but the course must be relevant to the insurance/financial planning sector you are working in. For more information please see the following link:

The Annual Dinner

It probably comes as no great shock that the 2021 annual dinner, which was scheduled to take place in January, has been cancelled. I know this is an event which many of our members look forward to and it is sad that we will not be able to get together this year.

Continuing Professional Development (CPD)

We have moved all of our CPD events to webinars since April this year. This is fairly new territory for us and although we have had the odd technical problem along the way, overall they have worked well. The webinars we have ran so far have had record numbers in attendance and some of the events have sold out. The feedback has generally been excellent, and we are looking to continue to improve and offer talks on a wide range of subjects that are of interest to our members. A big thank you to Damien Webster who has been doing a great job of arranging these and ensuring everything runs smoothly on the day.

Understanding the impact of COVID on our members and local organisations

We have recently sent out a questionnaire that looks to assess the impact of COVID-19 on our local members and organisations.

We will soon publish the results and we hope it will provide some insight into understanding the impact of COVID on our local industry, including the level of change activity that has taken place. Thanks to James Almond for organising the survey.

Conclusion of the IIL Games

The Insurance Institute of Liverpool held their final round of the IIL Games with an online quiz night. This was the decider of the IIL Games 2019/2020, hosted by our excellent quiz masters Charlie Mahoney and Sarah Jennings.

Weightmans finished as overall winners of the IIL Games. QM Legal Costs and BIBA finished 2nd and 3rd.

Each of the winners chose a charity for us to donate the winnings to. Weightmans nominated Zoe’s Place Baby Hospice. QM Legal Costs chose Trussell Trust, and BIBA chose Claire House Children’s Hospice, Wirral. A donation of £240 was made to each charity.

A huge thank you to everyone who took part this year and a great effort from all teams involved.


Each year we host a careers day which involves several local schools sending students along so that we can talk to them about careers in insurance and financial services. This includes playing the Discover Risk and Discover Fortune games. Unfortunately, it was not possible to hold the event this year and so instead we are reaching out to schools and hosting careers webinars instead. The first one is planned for December.

In Touch Magazine

I know many of you enjoy reading the In-Touch Magazine that is sent out to our members twice a year. Going into next year the magazine will be getting a new look and will be sent out digitally. We are always on the lookout for contributors willing to write an article that would be of interest to our members. Please get in touch if you are interested.

Want to give something back and join council?

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. If you are interested in joining or want more information please get in touch. New members are elected each year at our AGM in April.

Phil Beattie