Previous events

All previous events

Annual General Meeting 2020

  • Wed 22 Apr 5:15 pm – 6:15 pm

We need you! (To dial in to our AGM, that is...)

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R01 Revision Course – Financial Services, Regulation & Ethics

  • Thu 09 Apr 9:00 am – 4:30 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

Unfortunately this event has been cancelled. We are currently exploring whether we can run courses remotely and will update everyone as soon as possible.

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AF7 Revision Course – Pension Transfers

  • Wed 08 Apr 9:00 am – 4:30 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

Unfortunately this event has been cancelled. We are currently exploring whether we can run courses remotely and will update everyone as soon as possible.

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Coronavirus Business Continuity: Best Practice in Managing Teams Remotely

  • Mon 30 Mar 12:00 pm – 1:30 pm
  • Zoom Webinar
    • Sarah Stoddart Burrows

As the number of novel coronavirus cases continue to increase more and more companies are considering how and when to implement business continuity plans which, in the case of a pandemic, often include teams or offices working from home.

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Work of the Insurance Task Force

  • Tue 10 Mar 12:00 pm – 1:30 pm
  • Offices, Medicash
    • David Hertzell

This event will provide a general history as to why the government set this taskforce up, what the taskforce discovered and what it recommended.

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Road safety and driving standards

  • Tue 11 Feb 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Paul Mountford, Road Safety Partnership

Back by popular demand we are pleased to announce the return of one of our most popular speakers; Paul Mountford. After serving in the Police force for 33 years . Paul currently work with Road Safety Partnership

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Infrastructure investing for inflation linked income

  • Thu 06 Feb 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • Jim Wright, LF Miton Global Infrastructure Income Fund Manager

In his presentation Premier Miton infrastructure fund manager Jim Wright, will discuss investing in infrastructure, and in particular, listed infrastructure as an emerging asset class.

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Insurance Institute of Liverpool 2020 Annual Dinner

  • Fri 24 Jan 7:00 pm – 11:00 pm
  • Crowne Plaza

Emma Lynch, LLB (Hons), LLM, ACII President of the Insurance Institute of Liverpool is delighted to announce that our Annual Dinner will take place on Friday 24th January 2020 at the Crowne Plaza Hotel, Princes Dock, Liverpool, with Griffiths and Armour as our principal sponsor.

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Cyber Security – The Greatest Modern Business Risk

  • Tue 14 Jan 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Vijay Rathour, Grant Thornton

The Insurance Institute of Liverpool is happy to announce that they are offering members the chance to register for the next CPD event in January.

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Financial Liverpool Christmas Lunch 2019

  • Wed 11 Dec 12:00 pm – 3:30 pm
  • Aloft, Liverpool

Join us to celebrate Christmas and welcome in the New Year Speaker: Kelsey Greenaway from Dale Carnegie Title: How to Win Friends and Influence People in the Digital Age. Final date for reservations 12 noon on Wednesday 4th December.

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Forensic Investigation - a scientific approach

  • Tue 12 Nov 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Greg Rogers, Burgoynes

This is a general presentation which explains what we do when investigating incidents. Burgoynes’ investigations are undertaken by personnel with a variety of scientific backgrounds and this presentation demonstrates how scientific acumen is applied to investigations to reveal the causes of incidents. The presentation includes worked examples and photographic evidence.

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Tax and Estate planning update

  • Thu 07 Nov 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • Cathy Russell, Canada Life International

Details Cathy will provide a refresher on the order of gifting, looking at CLTs and PETs and the 14 year shadow as well as discussing the considerations when dealing with assets on first death.

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2019 Annual Luncheon

  • Fri 11 Oct 12:00 pm – 3:00 pm
  • Aloft, Liverpool
    • Graham Gordon, LexisNexis Risk Solutions

This networking opportunity gives us the chance to enjoy a superb three course meal and celebrate the achievements of the 2018 examination candidates.

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An Introduction to Negotiation Skills for Insurance Professionals

  • Tue 08 Oct 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Jeff Heasman

Good negotiation skills are crucial to many different roles within the insurance industry, and though we may not realise it, most of our day-to-day work centres around negotiations. That said, little or no formal training is devoted towards these essential skills specifically within the insurance industry.

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Insuring Futures: How the profession must adapt to achieve real equality

  • Thu 03 Oct 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • Adam Owen

In this talk, Adam Owen takes a look at the unconscious biases that, if left unchecked, can create unequal outcomes even when we think we are doing the right thing.

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Creating and Retaining Customer Loyalty

  • Tue 10 Sep 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Debbie Taylor, Circle Leadership

In this era of Customer Retention, excellence in customer service is the single most important element determining your company’s future success or failure.

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AF7 Revision Course

  • Wed 28 Aug 9:00 am – 4:30 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for AF7 (Pension Transfers).

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AF1 Revision Course

  • Tue 27 Aug 9:00 am – 4:30 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for AF1 (Personal Tax & Trust Planning).

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Seven Deadly Sins

  • Tue 09 Jul 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Mike Wood, Griffiths and Armour

What are insurance brokers doing wrong? How can they fix it?

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Insurance Institute of Liverpool Insurance and Financial Services Careers Event

  • Thu 04 Jul 9:30 am – 3:00 pm
  • Crowne Plaza

On Thursday 4th July 2019, Liverpool Insurance Institute are hosting a free careers event at the Crowne Plaza in Liverpool, between 10am and 3.30pm. This event is aimed at Year 11-13 and college students to introduce them to the career possibilities in the exciting worlds of Insurance and Financial Planning. As well as hearing form apprentices and graduates, key industry experts will be on hand to talk about their experiences.

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