Previous events

All previous events

The Power of Storytelling

  • Thu 21 Mar 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas & Associates

Storytelling has been an essential and dominant aspect of human communication from the dawn of our evolution. This session draws on findings in neuroscience and psychology to explain why it is so powerful across multiple fields including leadership, organisational culture, learning and sales, and how we can leverage this knowledge with specific application to sales and client engagement

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Chair Yoga

  • Wed 20 Mar 12:00 pm – 1:00 pm
  • Microsoft Teams

Do you find yourself sat at your desk for the majority of your day? Do you have a back ache or other pains that just won't go away? Do you feel stressed or lacking energy throughout the day? If so, why not give chair yoga a try! This is an excellent way to de-stress and give your whole body a stretch whilst sat at your desk... all you need is a chair!

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What causes a market cycle and are we heading into a soft market in 2024?

  • Thu 07 Mar 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Alan Chandler

What causes a market cycle and are we heading into a soft market in 2024? Hard markets usually last around a maximum of three years and this latest one started in 2020. This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024. Alan correctly called the hard market in 2020, providing a presentation on the seven reasons why the market would harden. Rates have now got much higher; investment returns are now at very healthy levels and underwriting in the UK looks a lot better proposition than it did back in 2020. New entrants will be attracted to the market and existing players will look to expand capacity to take advantage of the current favourable investment conditions. Rates will not crumble over night, but Alan predicts 2024 will see a change in demand and supply, where Insurers will have to start having to fight more for business, and there will need to be a change in the way insurers operate, which may result in home working underwriters actually answering the phone to brokers! Alan will also explore how brokers and underwriters can be successful in a softening market. Brokers have a fiduciary duty, and this means insurers cannot ask brokers to be loyal without also providing genuine benefits at renewal for the policyholder. Whilst many people will not want to see the hard market end, history tells us it will, and not mentioning it will not stop a soft market cycle starting. This presentation will equip you for the change in the market that is on its way.

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The Insurance Institute of Liverpool Annual Dinner 2024

  • Fri 01 Mar 7:15 pm – 11:59 pm
  • Crowne Plaza
    • Jim Burke

The Insurance Institute of Liverpool are pleased to confirm their Annual Dinner Black Tie Dinner, this year sponsored by Sedgwick Loss Adjusters, will be taking place in the Crowne Plaza on the 1st March 2024. We can promise you the usual high standard of food and service from the excellent staff at the Crowne Plaza, as well as entertainment from our speaker Jim Burke - former loss adjuster, turned comedian. The evening will commence with a drinks reception from 6.30pm, with dinner being called around 7.15pm.

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Building Confidence and shifting your Emotional State

  • Thu 22 Feb 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas & Associates

Many people believe that their emotional state is entirely dictated by external factors over which they have no control. For example, how often do we hear people say, ‘You make me angry/happy/sad’? In the workplace many develop and unconscious strategies that affect their emotional state and significantly affect their performance; typical examples include making telephone calls – particularly cold calls – and presenting or speaking in public. This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.

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Improving Your Personal Brand with the Assistance of the CII & PFS

  • Tue 13 Feb 12:00 pm – 1:00 pm
    • Phil Turner, Chartered Insurance Institute

The session will provide insights into the benefits of being a member and how it can be the focal point of your career progression in your chosen profession by offering a host of learning materials , resources and advice that can help you throughout your career, with particular emphasis on development of your personal brand.

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FL AGM and Understanding how pension benefits are tested in tomorrow’s world

  • Wed 31 Jan 12:00 pm – 1:15 pm
  • Teams - Meeting ID 391 050 228 620
    • Andy Nash, Prudential

Following our brief AGM, we will be joined by Andy Nash from Prudential who will be discussing the abolishment of the LTA and it's current impact, as well as how this will affect clients going into the 24/25 tax year.

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Financial Liverpool - 'Higher for longer, Market Review and Outlook' with a Christmas Twist!

  • Wed 13 Dec 12:00 pm – 3:00 pm
  • Evelyn Partners Offices
    • Adrian Lowcock, Evelyn Partners

Join Financial Liverpool for our December CPD event with a Christmas twist! Adrian Lowcock, Investment Communications Director at Evelyn Partners will present 'Higher for longer, Market Review and Outlook' ahead of the end of the year before we host a Christmas raffle and enjoy a festive buffet.

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IIL Christmas Quiz

  • Tue 28 Nov 6:00 pm – 9:00 pm
  • City Wine Bar

The IIL and BIBA Merseyside are looking forward to hosting our annual Christmas Quiz on the 28th November 2023 at City Wine Bar. We would love for you to join us. Teams will consist of 4 people but if you don’t have a team don’t worry, we will be making the teams up for the evening. We look forward to seeing you there to begin the festive season!

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Cert CII Fast Track Remote Learning Programme

  • Mon 13 Nov – Mon 05 Feb
    • Alan Chandler

A FEW PLACES HAVE BECOME AVAILABLE DUE TO CANCELLATIONS - BOOK YOUR PLACE NOW The Insurance Institutes of the North-West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Diploma in Insurance Online Training Programme

  • Mon 06 Nov – Mon 17 Feb
    • Alan Chandler

The Insurance Institutes of the North-West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Motor Insurance - All You Need to Know in a Nutshell

  • Fri 20 Oct 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Alan Chandler

The insured institute of Liverpool are delighted to host a webinar on the topic of Motor Insurance. This will provide an insight into how the product works which will be of interest to any one with exposure to motor insurance including brokers and insurers.

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Financial Liverpool - CPD and Social Event - Introduction to Neurodiversity

  • Thu 19 Oct 5:15 pm – 8:00 pm
  • Barnett Waddingham Offices
    • Jon Dunckley, About Consulting Group

Financial Liverpool and The CISI Liverpool, Chester and North Wales, are delighted to welcome Jon Dunckley, Managing Director of the About Consulting Group, to share his expertise on neurodiversity.

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Employers Liability, Public Liability and Products Liability

  • Mon 11 Sep 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.

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Reviewing contracts for their insurance implications

  • Thu 20 Jul 10:00 am – 11:00 am
  • Zoom Webinar
    • Nick Thomas & Diane Jenkins, Nick Thomas & Associates

This session is an excellent opportunity for delegates to better understand a service that is often requested by clients. The session explores the main issues typically found in contracts from both a broker and insurer viewpoint

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Financial Liverpool - Incorporating borrowing into Later Life Planning

  • Wed 19 Jul 9:30 am – 10:30 am
    • Martin Sloan, Professional Mortgage Services
    • Martin Roby, Professional Mortgage Services

Martin will discuss the different types of lending available to older clients and their suitability. They'll also consider reasons why borrowing should be considered in later life, including gifting and the 'window of opportunity' as well as considering income from property versus pension.

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IIL Careers Day - 4th July 2023

  • Tue 04 Jul 9:30 am – 3:00 pm
  • RSA Liverpool

Our Annual Career's Day is an opportunity for students in Year 12, from across the region to experience what careers are available across the Financial Planning and Insurance professions. This year, we will be hosting our event within the leading city centre office of Royal & Sun Alliance Insurance to allow students the opportunity to spend a day in an office. Students will have an opportunity to speak to people from various financial services professions, ask questions about their day to day roles, responsibilities, pay and progression.

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Financial Liverpool - Pension hot topics for June

  • Thu 22 Jun 11:45 am – 2:00 pm
  • Barnett Waddingham Offices
    • James Jones-Tinsley FPMI APFS, Barnett Waddingham LLP

James will run-through a number of pension hot topics that are bringing both Advisers and Providers out in a cold sweat. Timing Arrival and registration 11.45 CPD presentation 12.00 - 12.45 Q&A 12.45 - 13.00 Buffet lunch and networking 13.00 - 14.00

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Emerging Risks - AI, Autonomous Vehicles & ESG Issues

  • Thu 22 Jun 10:00 am – 11:00 am
  • Zoom Webinar
    • Nick Thomas & Diane Jenkins, Nick Thomas & Associates

This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.

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Webinar: Rest, Recovery, Recharge - Ready for Productivity

  • Wed 21 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!

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