Previous events

All previous events

Insurance Institute of Liverpool Christmas Walk

  • Thu 02 Dec – Wed 01 Dec

Come join us on our Christmas Walk!

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Financial Liverpool - Christmas celebration

  • Thu 25 Nov 5:30 pm – 9:00 pm

We are inviting you to join our Financial Liverpool's early Christmas celebration at the lovely City Wine Bar on Old Hall Street. There will be welcome drinks and a bite to eat on us, to thank you for your continued membership and to celebrate the end of what has been another strange year (while we can!). This will be a great opportunity for some much missed in person networking and it’ll be great to have us all back together again. Joe McLoughlin of Rathbones will also provide some market commentary and will give his thoughts on the markets for the year ahead. We will be raising money for our wonderful charity, Zoe's Place too. Donations at the door will be most welcome.

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Topic: An Introduction to Fire Scene Investigation

  • Wed 24 Nov 10:00 am – 11:00 am
    • Peter Morgan, EFI Global

An Introduction to Fire Scene Investigation

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CPD Event: Professional Indemnity insurance – How claims can arise

  • Fri 12 Nov 12:00 pm – 1:00 pm

This presentation provides an overview of professional indemnity (PI) insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing.

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RO2 Virtual Revision Day

  • Tue 26 Oct 9:00 am – 4:30 pm
    • Cris Glascow

The training day will include active revision of the R02 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R02 learning outcomes are covered as possible.

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CPD Event: Understanding the Different types of Company Structure.

  • Thu 21 Oct 1:00 pm – 2:00 pm

It is essential for all insurance staff dealing with commercial insurance products to have a good understanding of the different types of ways in which a company could be structured. Failing to understand these structures could lead to wrong cover being put in place.

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Financial Liverpool - Technology and the future of practice management

  • Thu 21 Oct 12:30 pm – 1:30 pm
    • Matthew Lonsdale, Iress

In this talk, Matt will discuss why a commerical focus is important and how a commercial and client focus can complement each other. He will discuss the right way to approach technology adoption and the shape of practice of the future and provide some thoughts on practice management systems.

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R01 Virtual Revision Day

  • Tue 12 Oct 9:00 am – 4:30 pm
    • Cris Glascow

The training day will include active revision of the R01 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R01 learning outcomes are covered as possible.

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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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AF4 Virtual Revision Day

  • Tue 31 Aug 9:00 am – 4:30 pm
    • Cris Glascow, Glascow Consulting Ltd

The training day will include active revision of the AF4 syllabus with exam practise and key tips on dealing with the different scenarios that may be presented. It is intended that as many of the AF4 learning outcomes are covered as possible.

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2021 Summer Social

  • Thu 05 Aug 6:00 pm – 11:00 pm

The Insurance Institute of Liverpool are delighted to invite you to our forthcoming Summer Social, sponsored by Sedgwick.

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How to maximise opportunities in a Hard market

  • Fri 23 Jul 10:00 am – 11:00 am
  • Zoom Webinar
    • Alan Chandler
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Financial Liverpool - Pensions: Consultation Suffocation?

  • Thu 10 Jun 12:00 pm – 1:00 pm
    • James Jones-Tinsley, Barnett Waddingham LLP

James Jones-Tinsley will discuss the plethora of Consultations and Calls for Evidence being issues by Regulators and Government departments and what can Financial Planners do to ensure that their views are heard and taken into account.

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Financial Liverpool - Tomorrow's World with Sarasin

  • Thu 13 May 12:00 pm – 1:00 pm
    • Iestyn Ricahrds-Rees, Sarasin & Partners
    • Philip Berry, Sarasin & Partners

Philip and Iestyn will look at how we need to change our consumption due to the continuous growth in the world’s population. They will also discuss how new regulation will change the dialogue on sustainability for clients and advisers as well as giving guidance on how to consider all aspects of ESG when looking to invest.

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Financial Liverpool - Economic Overview and introduction to Vanguard's Capital Markets Model

  • Thu 22 Apr 12:00 pm – 1:00 pm
    • Shaan Raithatha, Vanguard
    • Amanda Taylor, Vanguard

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.

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Annual General Meeting 2021

  • Wed 21 Apr 5:15 pm – 6:00 pm

We Need You!... To come along to our virtual AGM!

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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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