Annual General Meeting 2021
We Need You!... To come along to our virtual AGM!
Wed 21 Apr 5:15 pm – 6:00 pm
Economic Overview and introduction to Vanguard's Capital Markets Model
Shaan will provide a economic and market overview as we ease out of lockdown. Amanda will then discuss Vanguard's Capital Markets Model: the engine behind Vanguard’s asset class forecasting and how this can help with client cash flow modelling.
Thu 22 Apr 12:00 pm – 1:00 pm
Shaan Raithatha, Vanguard
The Certified Financial Planner certification and the role of cash flow forecasting
In this session, Paul will discuss the route to becoming a Certified Financial Planner professional, and how this complements the PFS Chartered Financial Planner qualification. He will present his award-winning case study and explain the principles involved in preparing and presenting a financial plan that meets the CFP assessment criteria. He will also focus on cash flow forecasting; highlighting the central role it plays in holistic financial planning, but also exploring its limitations.
Thu 18 Mar 2:15 pm – 3:45 pm
Paul Welsh, Financial Planning Corporation LLP
CPD Webinar: Credit Hire. The What? When? How? and Who?
This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.
Mon 01 Mar 12:00 pm – 1:00 pm
Bernard Thornton FCII,
Financial Liverpool - AGM and Corporate Governance beyond SM&CR webinar
We will hold our Annual General Meeting and will vote in the Committee members. PFS Past President Adam Owen will then discuss how the future of the profession will be build on the basis of individual accountability and the opportunities and challenges this will create. There will also be an opportunity to network.
Tue 23 Feb 3:30 pm – 5:00 pm
Adam Owen, NextGen Planners
Financial Liverpool - Opening the door to business protection
With over a million businesses across the UK taking advantage of Government schemes to provide them with some breathing space from COVID-19, are we about to see a seismic change in how businesses perceive their financial resilience to be in light of unexpected and sudden events. Join Royal London’s session for practical ideas and guidance that will bring business protection opportunities to life within your existing client bank. Have you ever wondered how to turn personal protection clients into business protection clients? Well, this session aims to do help you do just that. You’ll not only leave this session with a better understanding of the principles of why a business should think about business protection, and what the main types of protection involved can cover but you’ll also be able to position the importance of it with clients more effectively.
Thu 11 Feb 12:00 pm – 1:00 pm
Gregor Sked, Royal London
Client retention and new business in the virtual world
The Insurance Institute of Liverpool are pleased to welcome Nick Thomas of Nick Thomas & Associates, who will be talking to us about Client retention and new business in the virtual world.
Wed 10 Feb 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Virtual Wine Tasting
The Insurance Institute of Liverpool are delighted to invite you to our first social event of 2021, and our first ever Virtual Wine Tasting event!
Thu 28 Jan 6:00 pm – 7:30 pm
Dev Stewart, R&H Fine Wines