Previous events
This month
Financial Liverpool Christmas - Mitigating Risk: How to successfully grow, scale and manage a professional services business
Join Financial Liverpool for an engaging and interactive session designed to bring together professional services professionals who want to connect, collaborate, and tackle the challenges of today’s ever-changing environment. Whether you’re a sole practitioner, growing your business from the ground up, or part of a large, dynamic firm, understanding how to identify and mitigate risk is essential to long-term success. And once the serious stuff is done — it’s time to celebrate! 🎄 Join us afterwards at Ma Boyles, Tower Gardens for some festive drinks, good company, and a well-deserved Christmas cheer!
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IIL and CISI Christmas Quiz
The IIL and CISI are looking forward to hosting our annual Christmas Quiz on Thursday 27th November 2025 at City Wine Bar. We would love you to join us. Food and fun for everyone - come along and join us for our annual Christmas Quiz accepting it may be a little early for Christmas but will definitely get you in the mood for the festive season! Teams will consist of 6 people but if you don’t have a team don’t worry, we will be making the teams up for the evening. A huge thank you to RSA for agreeing to sponsor a free drink for everyone who attends! We look forward to seeing you there to begin the celebrations!
View event detailsNorth West Conference
Following last year's successful event, we're delighted to announce the North West Conference will be returning for 2025, and booking is open!
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Blitz, Business and Insuring through WWII - The Insurance Story in Liverpool
Using materials found in the Intact Insurance and IIL archives, hear about the impact that WWII had on the insurance industry in Liverpool. As part of the 2025 Poppy Appeal commemorations, join us for this webinar where Tracey Fisher will be sharing the story of how the insurance industry in Liverpool experienced the blitz and the impact that this had across the city. Using information found in the archives and additional research that has been undertaken, hear about the changes that had been made prior to the war and how in some cases, the impact lasted for many years after WW2 had ended. A chance to hear about some light hearted aspects along with stories of bravery and in some cases pure bad luck that were faced during WWII.
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Historical visit to Western Approaches - Thursday 6th November
On 7 February 1941, Combined Operations moved to Derby House at Exchange Flags because German aircraft and U-boats were attacking ships travelling in from the continent. The department became known as Western Approaches Command. Join IIL for a guided tour of Western Approaches to hear about the hugely important and vital role that Derby House played in WW2. Staffed by women of the Women’s Royal Naval Service, affectionately known as Wrens, and the Women’s Auxiliary Air Force, or Waafs. Often no more than girls, between the ages of 18 and 21, who had either volunteered to help the war effort and ‘do their bit’ or had been specifically recruited because of their mathematical or analytical abilities. This is an opportunity to visit the wartime bunker that has been restored to exactly how it used to be and is open to the public as a memorial to those who died to save Britain and the rest of Europe. We will be able to take a step back into history to the original building where the battle was fought and won.
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An introduction to Sean's Place
Our President's charity this year is Sean's Place. At Sean’s Place, their aim is to improve men’s mental health and well-being across Merseyside, through support specifically identified to improve confidence and self-esteem for men whilst reducing depression, stress and anxiety and suicidal thoughts. Please join us for the chance to find out more about Sean's Place, the support that they can provide and how you can access help for yourself or your loved ones.
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MCA and IIM - Half Day Mock Trial
Members of the Insurance Institute of Liverpool have been invited to attend an engaging and informative event being held by the Manchester Claims Association & The Insurance Institute of Manchester, where industry experts will share their knowledge and insights on various topics, including FND (Functional neurologic disorder) and a mock JSM (Joint Settlement Meeting).
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Behind the Scenes - Liverpool Adelphi Hotel
IIL have arranged a behind the scenes tour of the famous Adelphi Hotel. For nearly 200 years the Adelphi Hotel has been at the centre of the life of Liverpool as a city. The association that IIL has with the Adelphi goes back to our origins with one of our earliest dinners being held at the Adelphi in 1908! The hotel has been used in series such as Brideshead Revisited, Cilla, Peaky Blinders as well as by Netflix. Most of the original features of the century-old Adelphi have survived. Come and join us for a behind the scenes tour of this fascinating hotel and enjoy drinks and nibbles very kindly sponsored by the Adelphi Hotel for those attending.
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Behind the Scenes - Liverpool Empire Theatre - Fri 10th Oct
IIL have arranged a behind the scenes tour of the Empire Theatre in Liverpool City Centre. The Liverpool Empire Theatre is the largest two-tier theatre in the UK, hosting the very best in touring productions. Join us to experience an immersive and informative guided tour inside the historical Grade ll listed theatre.
View event detailsCANCELLED: Financial Liverpool - Growing Stronger Communities Together: How financial planning and philanthropy can work hand in hand
We regret to inform you that we have had to cancel our upcoming CPD event due to a shortage of registrations. We appreciate your interest and understanding, and we’re sorry for any inconvenience this may cause. We’re hopeful that we’ll be able to reschedule and offer this event again in the new year, as we recognise the value and relevance of the topic for our members. Thank you for your continued support, and we look forward to welcoming you to our future events. Kind regards, Financial Liverpool
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What is Modern Slavery?
Did you know that many people are not aware of the definition of modern slavery and so are not able to recognise the signs when they could be all around them. Do you know the definition of modern slavery? Do you realise that criminal exploitation is a growing problem in the UK especially in relation to young men and county lines? Would you know what signs to look out for? What can you do if you suspect someone is being exploited? If you would like answers to these questions and a chance to find out more about the important work that Causeway undertakes, please register for this webinar. Causeway is a national charity with a strong Liverpool base who lead the way in driving lasting, positive change in our society. They are passionate about reducing modern slavery, crime and exploitation and empowering the people they support to live independently in their communities.
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PFS Liverpool Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
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IIL Young Member Social
🎳 Strike up conversations and connections! Join us for an exciting evening of bowling, darts, and fun-filled activities. 🤝 Network with fellow Young Members and meet professionals from across the insurance and financial planning sectors. 🍕 Enjoy great food, games, and good company—because networking should be fun!
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Stellar Start to smarter connections and smarter exams!
The PFS Lancashire, Merseyside and Cumbria regional commitee are delighted to invite you to join us for a 2 hour CPD event on networking and studying smarter! Michael Quigley, Kataholos - Connect and Conquer! Network with Confidence. Michael will explore practical networking training skills to connect with others with confidence and purpose, adding value to a situation. Register your place now as it will be a very popular event!
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Financial Liverpool - The Psychology of Retirement Planning
Retirement planning is more than just crunching numbers. It's about understanding the emotional and behavioural landscape of your clients as they navigate this major life transition. Join us as Ben Kumar from 7IM talks all things retirement planning.
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Summer Ball
We’re delighted to be bringing back our Summer Ball. Booking is now open!
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Summer Drinks with Networking
Come and join us for Summer Drinks with a chance to network with fellow members of the Insurance Institute of Liverpool. You do not have to be a member of the CII or PFS to join us - this is a chance for us all to meet and make new connections all whilst enjoying the Tempest on Tithebarn Street's rooftop setting!
View event detailsLove Lane Brewery Tour and Tasting
Discover the art and science behind crafting our exceptional brews with an immersive brewery tour. Whether you’re a beer aficionado, a curious traveller, or simply someone who appreciates great tasting beer, Love Lane's brewery tour promises an unforgettable journey into the heart of their operation.
View event detailsWEBINAR: Memorabilia: passing phase or appreciating asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered? This webinar explores a range of dierent types of memorabilia, why it is collectible, and offers insight on what clients should be thinking about.
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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.
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