Previous events
All previous events
Financial Liverpool - Red flags in 'sustainable investments'
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.
View event detailsWebinar - The Rise of Errors and Omission Claims Against Brokers and why Broker PI premiums are soaring
The Rise of Errors and Omission Claims Against Brokers and why Broker Pi premiums are soaring
View event detailsFinancial Liverpool - Solving Inheritance tax issues using a business relief portfolio
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
View event detailsLithium Ion Batteries - Batteries, when they leave you feeling negative
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
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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IIL Summer Drinks sponsored by Sedgwick International UK
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
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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R02 Virtual Revision Day
R02 training day, which will include active revision of the R02 syllabus with multiple choice exam practice and key tips on dealing with the different questions that may be presented. Cost is £45 per person.
View event detailsR01 Virtual Revision Day
R01 training day, which will include active revision of the R01 syllabus with multiple choice exam practice and key tips on dealing with the different questions that may be presented. Cost is £45 per person.
View event detailsFinancial Liverpool - Pensions: hot topics for flaming June
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?
View event detailsFinancial Liverpool - Extension of the TRS - Are you ready?
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.
View event detailsFinancial Liverpool - Money Money Money Net-Walking event
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
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.
View event detailsFinancial Liverpool - Inheritance tax planning for business owners
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
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.
View event detailsA Guide to Understanding Policy Wordings - CPD 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.
View event detailsBroker Trading Skills in a Hard Market
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.
View event detailsFinancial Liverpool - AGM and 'Working with trusts and advising trustees' webinar
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.
View event detailsWebinar – Property insurance, dealing with under insurance and 15% + rate increases in 2022
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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