Previous events

All previous events

Understanding and Addressing Client Buying Influences

  • Wed 12 Apr 1:00 pm – 2:00 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas Associates

How often do we lose an existing account, or fail to win a sales pitch despite having what we think is clearly the best proposition? We may have developed trusted advisor status with our client, understood their needs and developed tailored solutions in line with their business objectives. Our contact at the client may also love our proposition. But we still lose the business. The most common reason that this happens is that we fail to identify, understand, and address the decision making dynamic and wider buying influences at our prospect or client. This session demonstrates a step-by-step methodology to make sure you cover all the bases and are not left scratching your head after another unexplained failure.

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R02 Revision Course

  • Tue 04 Apr 9:30 am – 4:30 pm
  • Online
    • Cris Glascow, Glascow Consulting Ltd

The Insurance Institute of Liverpool is happy to announce that the next revision course will be R02

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The Insurance Institute of Liverpool Annual Dinner 2023

  • Fri 31 Mar 7:15 pm – 11:59 pm
  • Crowne Plaza
    • Leo Houlding, Mountaineer & Adventurer
    • Stewart Steel, Sedgwick
    • David Ross, CII

The Insurance Institute of Liverpool are pleased to confirm their Annual Dinner Black Tie Dinner this year sponsored by Charles Taylor will be taking place in the Crowne Plaza on the 31st March 2023. We can promise you the usual high standard of food and service from the excellent staff at the Crowne Plaza, as well as fantastic entertainment from our speaker Leo Houlding, Professional Adventurer. The evening will commence with a drinks reception from 6.30pm, with dinner being called around 7.15pm.

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Insuring non-tangible assets, including Cryptocurrency/NFTS & reputation

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

The Insurance Institute of Liverpool are delighted to invite you to a webinar covering the topic of insurance of non-tangible assets. Included within this will be an overview relating to the EMERGING RISKS associated with CRYPTOCURRENCY & NFTS. In the modern business world, many businesses have valuable but non-tangible assets. Purchasing adequate insurance for such assets can be difficult. This session looks at the main types of intangible assets and the current insurance position for these.

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Pollution Liabilities – A View to a Spill

  • Wed 08 Mar 10:30 am – 11:30 am
    • Leanne Brumby MSc FGS, EFI
    • David Waller ACII ACILA, Sedgwick International UK

This webinar will provide an insight into how land contaminations occur and remedies available when disaster strikes. It will also consider the liabilities that can result, along with the typical insurance policy response.

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Financial Liverpool - Communicating Adviser Value in a Fee Based World and how can it support Consumer Duty?

  • Tue 28 Feb 12:00 pm – 1:00 pm
    • Angie Stauton, Vanguard Asset Management

The Advice Value Proposition is changing and so are client expectations. Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times. Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice. Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Value of Advice”.

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Inflation and the implications for insurance

  • Wed 08 Feb 10:00 am – 11:00 am
  • Zoom Webinar
    • Nick Thomas, Nick Thomas & Associates

Inflation and the insurance considerations This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover

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Financial Liverpool - AGM and Prudential's tax year end planning

  • Thu 26 Jan 12:00 pm – 1:15 pm
    • Graeme Robb, M&G Wealth

Financial Liverpool will hold their AGM where members will be asked to agree on committee membership and will follow with a survey to ensure that Financial Liverpool continues to serve members in the best way possible. Prudential will then discuss tax year end planning for direct investors, in light of the changes to dividend and capital gains tax in the Autumn Budget.

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Financial Liverpool - Christmas Drinks and Canapes!

  • Wed 14 Dec 4:00 pm – 6:00 pm
  • The Athenaeum

Join Financial Liverpool for our Christmas Drinks and Canapés at the historic Athenaeum. You'll be formally welcomed to the iconic institution with a drink and canapés being served in the historic Library. A member of the Club will also give a brief talk about the history of the building. There will be plenty of chance to catch up with peers, old and new. We look forward to welcoming you!

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Webinar - The Rise of Errors and Omission Claims Against Brokers & why Broker PI premiums are soaring

  • Tue 13 Dec 1:00 pm – 2:00 pm
    • Alan Chandler

Webinar - The Rise of Errors and Omission Claims Against Brokers and why Broker PI premiums are soaring

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IIL Christmas Quiz

  • Thu 01 Dec 6:00 pm – 9:00 pm
  • City Wine Bar

Time is running out to get your tickets for the IIL Christmas Quiz on Thursday 1 December at City Wine Bar from 6pm. Please use the following link to purchase your ticket: https://www.localinstitutes.cii.co.uk/liverpool/home/events/2022/iil-christmas-quiz/ 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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Financial Liverpool - Health and Wellbeing at ABS and networking

  • Thu 24 Nov 5:15 pm – 7:30 pm
  • Absolute Body Solutions

Research shows that looking after your physical health can really benefit all aspects of your life, including work - so why not blend exercise with some networking! Join us at ABS gym Liverpool for a HIIT class followed by a drink.

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Financial Liverpool - Red flags in 'sustainable investments'

  • Thu 17 Nov 12:00 pm – 1:00 pm
    • Michael Cumberlidge, Rathbones Group

In this seminar, Michael will discuss the meteoric rise of sustainable investing and with it the growth in products and services offering “ESG” credentials. He will explain that this has led to an increasingly opaque sector with funds, services and even corporate entities making, in some cases, outlandish sustainability claims. In this session he will look to cover “5 Red Flags” of sustainable investing, to assist you in your search for a reliable investment partner.

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Webinar - The Rise of Errors and Omission Claims Against Brokers and why Broker PI premiums are soaring

  • Wed 09 Nov 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Alan Chandler

The Rise of Errors and Omission Claims Against Brokers and why Broker Pi premiums are soaring

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Financial Liverpool - Solving Inheritance tax issues using a business relief portfolio

  • Thu 20 Oct 12:00 pm – 1:00 pm
    • Jon Gould, Psigma Investment Management
    • Mike Senior, Psigma Investment Management

Jon Gould (Psigma’s Lead AIM IHT Portfolio Manager), supported by Mike Senior (Business Development Director) will present how a business relief portfolio can help protect clients wealth from Inheritance tax, and how Psigma as part of Canaccord Genuity Wealth Management can support you with this area of planning

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Lithium Ion Batteries - Batteries, when they leave you feeling negative

  • Tue 27 Sep 10:00 am – 11:00 am
    • Wayne Manton, EFI Global

The country is going through a seismic shift in its approach to renewable energy, with an increased focus on the provision by way of electric & battery power. There have been a number of high profile fires involving lithium Ion batteries and as such, the insurance market should be alive to the associated risks and perils. The presentation will give an overview of batteries, what they are and the different types. Lithium-ion batteries will then be covered in more detail, discussing how they are constructed, what the batteries are used for and what the possible failure modes (including incendive) are.

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Financial Liverpool - Mental Health and Wellbeing CPD and social event

  • Thu 22 Sep 6:00 pm – 9:00 pm
  • Malmaison
    • Paul Robertson
    • Rachel Gilbert

Rachel Gilbert and Paul Robertson will discuss Mental Health and Wellbeing. There will be drinks and canapés served and plenty of opportunity to network. There is no cost for this event, but we will be raising money on the night for Wirral Mind by way of a charity raffle, with a suggested donation of £10.

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Webinar - How to set the correct Commercial property sums insured

  • Tue 20 Sep 1:00 pm – 2:00 pm
  • Zoom Webinar
    • Alan Chandler
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IIL Summer Drinks sponsored by Sedgwick International UK

  • Thu 28 Jul 6:00 pm – 11:00 pm
  • Aether at Liverpool One

Following a hiatus due to COVID, we are delighted to invite you to our Summer Social, taking place at the wonderful Aether at Liverpool One, 8 Kenyon Steps, Liverpool L1 3DF, on Thursday 28th July from 6pm until late! We have secured the outside area (partially covered – we are taking no chances) which is ideal for a summer wind down and to drink, relax and catch up with friends. We have also organised food and a welcome drink for attendees.

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Financial Liverpool - Global Economic outlook and the evolution of Crypto

  • Thu 14 Jul 12:00 pm – 2:00 pm
  • Evelyn Partners Offices
    • Michael Bell, J P Morgan
    • James Grayson, Evelyn Partners

Join Mike Bell as he explores the outlook for the global economy and markets over the next year ahead. James Grayson will then explore the evolution of the modern financial system and Crypto currencies.

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