Previous events

All previous events

Financial Liverpool - CFP and the role of cash-flow forecasting

  • Thu 18 Mar 2:15 pm – 3:45 pm
    • Paul Welsh, Financial Planning Corporation LLP

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.

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Credit Hire. The What? When? How? and Who?

  • Mon 01 Mar 12:00 pm – 1:00 pm
    • Bernard Thornton FCII

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.

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Financial Liverpool - AGM and Corporate Governance beyond SM&CR

  • Tue 23 Feb 3:30 pm – 5:00 pm
    • Adam Owen, NextGen Planners

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.

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Financial Liverpool - Opening the door to business protection

  • Thu 11 Feb 12:00 pm – 1:00 pm
    • Gregor Sked, Royal London

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.

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Client retention and new business in the virtual world

  • Wed 10 Feb 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas & Associates

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.

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Virtual Wine Tasting

  • Thu 28 Jan 6:00 pm – 7:30 pm
    • Dev Stewart, R&H Fine Wines

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!

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Motivational Webinar with Andy Grant

  • Fri 22 Jan 12:00 pm – 1:00 pm
    • Hon Col Dr Andy Grant LLD

Although we are unable to host the Annual Dinner this year, The Insurance Institute of Liverpool are pleased that our guest speaker, Andy Grant, will be presenting his motivational talk virtually to our members. We expect this event to book up quickly so please book early to avoid missing out.

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Webinar: How to Build Healthier Habits that Last

  • Mon 11 Jan 12:00 pm – 1:00 pm
    • Declan Doyle, Health @ Work

The Insurance Institute of Liverpool are pleased to offer this well-being webinar, hosted by Health @ Work.

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Financial Liverpool - Pensions and Divorce Webinar

  • Thu 07 Jan 12:00 pm – 1:00 pm
    • Mark Devlin, Prudential

Mark Devlin of Prudential will discuss the various options available on divorce, the things you and your client should be aware of, planning considerations and how to increase planning opportunities through professional connections.

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Financial Liverpool - I wish it could be a (Financial Liverpool) Christmas everyday!

  • Wed 09 Dec 12:30 pm – 2:00 pm
    • Rae Brooke , The Community Foundation for Merseyside
    • Chris Budd, The Financial Wellbeing Podcast
    • Adam Owen, NextGen Planners

The annual Financial Liverpool Christmas Lunch is always a great event so because we can't all meet this year, we thought we would bring a little festive joy to your homes instead!

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CPD Webinar: Covid-19 and its impact on claims and business interruption

  • Wed 25 Nov 10:00 am – 11:00 am
    • Damian Glynn BA (Hons) FCA FCILA FUEDI ELAE FIFAA, Sedgwick International UK

The Insurance Institute of Liverpool are pleased to welcome Damian Glynn from Sedgwick, who will be talking to us about the impact COVID-19 has had on claims, mainly looking at Business Interruption and the FCA test case.

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CPD Webinar: PERSONAL INJURY CLAIMS – WHERE NEXT?

  • Mon 23 Nov 12:00 pm – 1:00 pm
    • Bernard Thornton FCII

The Insurance Institute of Liverpool are pleased to host this webinar, presented by Bernard Thornton entitled Personal Injury Claims: Where Next.

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Personal Lines Roadshow

  • Wed 18 Nov 12:30 pm – 1:30 pm
  • Online
    • Steve Aspinall, Chartered Insurance Institute

Join us for an introduction to the CII’s Personal Lines Knowledge Range – a suite of learning and development assets and tools built specifically for those in the Personal Lines consumer retail market.

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Financial Liverpool - The BPR Market and Unlocking Planning Opportunities for Individuals and Business Owners

  • Thu 05 Nov 12:00 pm – 1:00 pm
    • Tom Hind, Stellar Asset Management

In this talk, Tom will analyse the various structures available in the market for Financial Planners and their clients and identify the key benefits and drawbacks of utilising each one. Tom will also discuss the opportunity that Inheritance Planning presents advisers over the next 10-15 years and identify Business Owners as a largely untapped market for new business.

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Financial Liverpool - Family Investment Companies v Trusts

  • Wed 21 Oct 12:30 pm – 1:30 pm
    • Susan Sherry, Hill Dickinson

With a growing interest in Family Investment Companies as an alternative to the more traditional trust structure, Susan discusses the structural and tax characteristics of both forms of succession planning.

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CPD Webinar: An Introduction to Cyber Claims

  • Wed 07 Oct 12:00 pm – 1:00 pm
    • Mark Hawskworth, Sedgwick

The Insurance Institute of Liverpool are pleased to host this Introduction to Cyber Claims webinar, with speaker Mark Hawskworth, Global Technology Specialist Practice Group Leader of Sedgwick.

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CPD Event: FCA Business Interruption Test Case - The Judgment

  • Thu 01 Oct 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD, Chartered Insurance Practitioner

The Insurance Institute of Liverpool are pleased to host this comprehensive and interactive one-hour webinar, which will focus on the judgment following the FCA’s ground-breaking test case concerning the application of business interruption cover under commercial policy wordings.

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Financial Liverpool - Investing in direct property

  • Thu 17 Sep 1:30 pm – 2:30 pm
    • Martin Roby, Professional Mortgage Services

We will look at aspects of investing directly in property that you and your client need to know

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R04 Revision Course – Pensions & Retirement Planning

  • Wed 26 Aug 9:00 am – 4:30 pm
    • Cris Glascow, Glascow Consulting

Unfortunately due to low uptake, we have cancelled this training event. Apologies for any inconvenience caused. We have contacted individuals who were booked on to process a refund.

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R03 Revision Course – Personal Taxation

  • Tue 25 Aug – Tue 25 Aug
    • Cris Glascow, Glascow Consulting

Unfortunately due to low uptake, we have cancelled this training event. Apologies for any inconvenience caused. We have contacted individuals who were booked on to process a refund.

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