Events
Forthcoming events
Financial Liverpool - Relevant Life and Business Protection
Financial Liverpool are delighted to invite you to our webinar, hosted by Aviva, discussing Relevant Life Assurance.
Thu 12 Jun 11:00 am – 12:00 pm
Simon Wood, Aviva
IIL Careers Day - 3rd July 2025
The Insurance Institute of Liverpool is delighted to offer young people in Year 12 or above the opportunity to attend a Careers in Insurance and Financial Planning Insight Event. This free event is designed to provide an opportunity to learn about the huge range of exciting careers and different roles within what can be an overlooked career sector.
Thu 03 Jul 9:30 am – 3:30 pm
RSA Liverpool
Financial Liverpool - Pathways to Prosperity: Shaping the Future of Financial Planning
Financial Liverpool are delighted to invite you to our Pathways to Prosperity event, delivered by NextGen Planners, Simply Academy and sponosored by Sarasin Partners.
Thu 03 Jul 3:00 pm – 7:00 pm
Paul Allen, Simply Academy
Previous events
Financial Liverpool, CISI and PFS - Let the Legacy Live on - Part 2!
On behalf of Financial Liverpool, The Personal Finance Society and the CISI Liverpool branch, we invite you to book your place to join us for our second joint event in central Liverpool and to hear two insightful presentations on Legacy and Inheritance Tax Planning.
Tue 06 May 3:00 pm – 5:00 pm
Lorraine Wilson, Weightmans LLP
Annual General Meeting 2025
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2025 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Book your place today.
The AGM will be held at RSA's offices, located in the City Buildings on Old Hall Street Liverpool, L3 9BS, with drinks afterwards at City Wine Bar.
Tue 29 Apr 5:30 pm – 7:30 pm
RSA Liverpool
Retired Members - Lunch and Catch Up
IIL Council would love to invite you to come along, enjoy a bowl of Ma Boyles famous Scouse and catch up with fellow members who are all enjoying reitrement.
Lunchtime on Friday 28th March from 12 noon to 2pm.
Please do let us know if you have any dietary requirements.
Fri 28 Mar 12:00 pm – 2:00 pm
Ma Boyle's
IIL Annual Dinner
We are delighted to invite you to our 2025 IIL Annual Dinner which we are holding for the first time at the Titanic Hotel, Stanley Dock, Regent Rd, Liverpool L3 0AN.
The dress code is Black Tie and the ticket price is £75.00 per person. There will be a three course meal and a welcome drink on arrival.
The speakers for the evening are Mr Jonathan Cope, Managing Director, Specialty Lines, RSA Insurance Group Limited and Mr Matthew Hill, CEO, Chartered Insurance Institute.
Our guest speaker is star of stage and screen Alicya Eyo, recognisable to millions for her roles as Denny Blood in Bad Girls and Ruby Haswell in Emmerdale.
Causeway is the President’s charity for the year, who, with an office in Liverpool, exist to create lasting change for marginalised and vulnerable people.
Thu 06 Mar 6:30 pm – 11:59 pm
The Titanic Hotel
The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated
The Rise of Errors and Omission Claims Against Brokers
Wed 29 Jan 2:00 pm – 3:00 pm
Alan Chandler,
Financial Liverpool 2025 AGM
Barnett Waddingham's James Jones-Tinsley returns to discuss the recent updates to pensions and IHT planning since the budget was announced in October, covering:
⚖️ Technical Consultation on IHT & Pensions
💰The clash between the FCA and the FCA regarding having the PCLS refunded into a pension.
📖 The Advice Guidance Boundary Review
Thu 23 Jan 11:45 am – 1:30 pm
James Jones-Tinsley, Barnett Waddingham