Financial Liverpool - Extension of the Trust Registration Service - Are you ready?
Katie Austin will discuss what the TRS is and give an overview of how to register, who is responsible for registration and relevant deadlines you need to be aware of.
Wed 25 May 12:00 pm – 1:00 pm
Katie Austin, Hill Dickinson
R01 Virtual Revision Day
R01 training day, which will include active revision of the R01 syllabus with multiple choice exam practice and key tips on dealing with the different questions that may be presented. Cost is £45 per person.
Mon 27 Jun 9:30 am – 4:30 pm
R02 Virtual Revision Day
R02 training day, which will include active revision of the R02 syllabus with multiple choice exam practice and key tips on dealing with the different questions that may be presented. Cost is £45 per person.
Tue 28 Jun 9:30 am – 4:30 pm
Financial Liverpool - Money Money Money Net-Walking event
Join Financial Liverpool's Net-Walking event, where we'll be joined by Blue Badge guide Margo Storey, for a tour of finance and insurane related historic sites and buildings in and around the heart of the business district of Liverpool city centre followed by a meal at Ma Boyles.
Thu 12 May 5:30 pm – 9:00 pm
Margo Storey, British Guild of Tourist Guides
Annual General Meeting 2022
We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of The Insurance Institute of Liverpool, to be held in person at the RSA office, Old Hall Street. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.
Thu 21 Apr 5:00 pm – 6:00 pm
Inheritance Tax Planning for business owners
Barrington Hulse explore the ways in which pro-active, considered Inheritance Tax and estate planning can ensure that owners of trading and investment businesses protect wealth and preserve maximum value for the next generation (and beyond).
Wed 30 Mar 12:00 pm – 1:00 pm
Rebecca Hulse, Barrington Hulse
Insurance Institute of Liverpool Annual Dinner 2022
The Insurance Institute of Liverpool are pleased to confirm the Annual Dinner Black Tie Event will be taking place in the Crowne Plaza on the 25th March 2022, with Guest Speaker Alan Kennedy.
Fri 25 Mar 7:00 pm – 11:59 pm
A Guide to Understanding Policy Wordings - CPD Webinar
A Guide to Understanding Policy Wordings. Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.
Thu 24 Mar 1:30 pm – 2:30 pm
Broker trading skills in a hard market
Overview A hard market presents a quite different set of challenges and demands more sophisticated strategies and skills from those required in softer market phases. With the advent of the first hard market in many years, there are a generation of insurance professionals who have only ever known soft market conditions. This session details the challenges of a hard market for Brokers and their Clients and explores some best practice strategies and skills for Brokers to maximise their effectiveness working with Clients and the market. The session also provides valuable insight for Insurers on how to support their Brokers in this process. Finally, we explore the common factor that underpins the success of all these strategies, and how best to achieve it.
Thu 24 Feb 11:15 am – 12:15 pm
Nick Thomas, Nick Thomas & Associates