Previous events

This month

Financial Liverpool - Pensions: hot topics for flaming June

  • Thu 16 Jun 11:45 am – 2:00 pm
    • James Jones-Tinsley FPMI APFS, Barnett Waddingham LLP

As the summer solstice approaches, a pacy run-through a number of pension hot topics that are bringing both Advisers and Providers out in a cold sweat; including - Statutory Right to Pension Transfer regulations – are they working? - The ‘Stronger Nudge to Pensions Guidance’ – too little, too late? - The state of the State Pension underpayments debacle; and - Implications for the return of the ‘triple-lock’ – a bumper pay rise for pensioners?

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Financial Liverpool - Extension of the TRS - Are you ready?

  • Wed 25 May 12:00 pm – 1:00 pm
    • Katie Austin, Hill Dickinson

Katie Austin will discuss what the TRS is and give an overview of how to register, who is responsible for registration and relevant deadlines you need to be aware of.

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Financial Liverpool - Money Money Money Net-Walking event

  • Thu 12 May 5:30 pm – 9:00 pm
    • Margo Storey, British Guild of Tourist Guides

Join Financial Liverpool's Net-Walking event, where we'll be joined by Blue Badge guide Margo Storey, for a tour of finance and insurane related historic sites and buildings in and around the heart of the business district of Liverpool city centre followed by a meal at Ma Boyles.

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Annual General Meeting 2022

  • Thu 21 Apr 5:00 pm – 6:00 pm
  • RSA Liverpool

We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of The Insurance Institute of Liverpool, to be held in person at the RSA office, Old Hall Street. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

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Financial Liverpool - Inheritance tax planning for business owners

  • Wed 30 Mar 12:00 pm – 1:00 pm
    • Rebecca Hulse, Barrington Hulse
    • Chris Barrington, Barrington Hulse

Barrington Hulse explore the ways in which pro-active, considered Inheritance Tax and estate planning can ensure that owners of trading and investment businesses protect wealth and preserve maximum value for the next generation (and beyond).

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Insurance Institute of Liverpool Annual Dinner 2022

  • Fri 25 Mar 7:00 pm – 11:59 pm
  • Crowne Plaza
    • Alan Kennedy
    • Peter Blanc

The Insurance Institute of Liverpool are pleased to confirm the Annual Dinner Black Tie Event will be taking place in the Crowne Plaza on the 25th March 2022, with Guest Speaker Alan Kennedy.

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A Guide to Understanding Policy Wordings - CPD Webinar

  • Thu 24 Mar 1:30 pm – 2:30 pm
  • Zoom Webinar

A Guide to Understanding Policy Wordings. Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.

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Broker Trading Skills in a Hard Market

  • Thu 24 Feb 11:15 am – 12:15 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas & Associates

Overview A hard market presents a quite different set of challenges and demands more sophisticated strategies and skills from those required in softer market phases. With the advent of the first hard market in many years, there are a generation of insurance professionals who have only ever known soft market conditions. This session details the challenges of a hard market for Brokers and their Clients and explores some best practice strategies and skills for Brokers to maximise their effectiveness working with Clients and the market. The session also provides valuable insight for Insurers on how to support their Brokers in this process. Finally, we explore the common factor that underpins the success of all these strategies, and how best to achieve it.

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Financial Liverpool - AGM and 'Working with trusts and advising trustees' webinar

  • Thu 10 Feb 12:00 pm – 1:15 pm
    • Barrie Dawson, Prudential

We will hold our Financial Liverpool AGM and then Barrie Dawson, Technical Manager at Prudential will discuss what Financial Advisers need to be aware of when advising trustees.

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Webinar – Property insurance, dealing with under insurance and 15% + rate increases in 2022

  • Fri 04 Feb 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Alan Chandler

The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.

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THE CIVIL LIABILITY ACT REVISITED

  • Thu 27 Jan 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Bernard Thornton FCII
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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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