News
CII Professional Focus 2019
Wed 29 May 2019
Tuesday 21 May 2019 – Chartered Insurance Institute Continued Professional Development A packed meeting room at the Hilton Hotel in Liverpool on the 21 May 2019 saw eight illustrious speakers enlighten local members of the Liverpool Institute. In addition, five and a half hours of CPD were achieved.
Read moreMaxed out ISA? Pension Full? What next?
Tue 7 May 2019
Jan Holt, Head of Business Services at Sanlam UK, recently presented a seminar to Financial Liverpool delegates on tax efficient investing beyond pensions and ISAs.
Read moreVulnerable clients, vulnerable business
Thu 11 Apr. 2019
Paul gave a very interesting and informative presentation on how to plan for clients who are deemed vulnerable, concentrating on clients who are suffering from dementia and losing their mental capacity.
Read morePerforming Brilliantly in Business
Wed 10 Apr. 2019
With over twenty years’ experience of working within the public and private sector in the UK and internationally Lisa entertained, educated and encouraged students from the Institute to be the very best they could be.
Read moreFlood and the 3 Rs – Reinstatement, Resilience and Resistance
Tue 9 Apr. 2019
The Insurance Institute of Liverpool were pleased to introduce Mike Bond who is an Associate Director of Vericlaim and has been a loss adjuster for over 32 years.
Read moreVulnerable Customers
Fri 15 Mar. 2019
The dreadful weather of Tuesday, 12 March 2019 did not deter thirty-eight keen CII members from attending Medicash’s offices to listen to Alan’s enlightening talk about customers who are in a vulnerable position.
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