Previous events

All previous events

IIL Games - Breakout

  • Wed 26 Sep 5:30 pm – 9:00 pm

Are you in?

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Emotional Intelligence

  • Tue 11 Sep 12:00 pm – 1:30 pm
  • Racquet Club
    • Adrian Nash, Radius 360

The aim of the session is to differentiate between having an emotion and doing somehting about it. It will introduce and establish the importance of emotional intelligence.

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The way to Tipperary: managing low risk portfolios

  • Thu 06 Sep 12:00 pm – 2:30 pm
  • Barnett Waddingham Offices
    • Justin Onuekwusi, Legal & General Investment Management

This presentation considers how Multi-Asset Investors can make best use of risk assets at the moment to provide outperformance in low-risk portfolios. It includes an overview of the key threats / opportunities in the current environment. Please note change of topic for this event. This was previously advertised as Behavioural Finance, but LGIM have presented on this in the region recently so we decided to change it.

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AF7 Revision Course

  • Fri 31 Aug 9:00 am – 4:30 pm
  • Barnett Waddingham 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

  • Thu 30 Aug – Mon 30 Jul
  • Barnett Waddingham 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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IIL Games - School Style Sports Day

  • Thu 05 Jul 5:30 pm – 9:00 pm

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Advising Older Clients: An update on Legal and Financial Considerations

  • Thu 05 Jul 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • Tish Hanifan,, Society of Later Life Advisers

UNFORTUNATELY DUE TO UNFORSEEN CIRCUMSTANCES THIS EVENT HAS BEEN CANCELLED

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Insurance Institute of Liverpool Insurance and Financial Services Careers Event

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

On Wednesday 4th July 2018, 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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R03 Revision Course

  • Wed 20 Jun 9:30 am – 4:30 pm
  • Barnett Waddingham 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 R03 (Personal Taxation). This is a must for anyone planning to sit the R03 exam. TO BOOK CONTACT CARLY DUNNINGHAM carly.dunningham@pavis.co.uk

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R01 Revision Course

  • Tue 19 Jun 9:30 am – 4:30 pm
  • Barnett Waddingham Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running another a full-day revision course for R01 (Financial Services, Regulation and Ethics). This is a must for anyone planning to sit the R01 exam. TO BOOK CONTACT CARLY DUNNINGHAM carly.dunningham@pavis.co.uk

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Pensions Update: “Authorisation? Registration? De-Registration? Complication!”

  • Thu 07 Jun 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • James Jones-Tinsley FPMI APFS, Barnett Waddingham LLP

Financial Liverpool CPD Event The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.

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Making Networking Work

  • Wed 23 May 5:00 pm – 7:30 pm
  • Racquet Club
    • Lee Warren, Invisible Advantage

Relationships drive business, and good networkers thrive in any environment. Many people, however, find face-to-face networking difficult, even when they’re experienced at it. Often, people mistake quantity for quality, and don’t know how to turn an initial contact into a business relationship.

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IIL Games - Pool Night

  • Wed 09 May 5:30 pm – 9:00 pm

Are you In?

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Mental Health in the modern world of work

  • Tue 08 May 12:00 pm – 1:30 pm
  • Racquet Club
    • Tony Bough, CFIOSH, CMCIPD, TIFireE,

Understanding Mental Health in the workplace

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Everything you want to know about crowdfunding but are scared to ask

  • Thu 03 May 12:00 pm – 2:00 pm
  • Tilney BestInvest Offices
    • Julie Groves, Downing LLP

An introduction to the diverse world of Crowdfunding, now a £10bn market in the UK. Covering the different crowdfunding models, key players, headline statistics and some tips on how to evaluate risks and returns of different investments and platforms.

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The Insurance Institute of Liverpool AGM

  • Tue 17 Apr 5:15 pm – 8:00 pm
  • Hard Days Night Hotel

The Annual General Meeting of the Liverpool Insurance Institute will be held at Hard Days Night Hotel, 41 North John Street, Liverpool L2 6RR on Tuesday 17th April, at 5.15pm

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GDPR - How Ready Is Your Business?

  • Thu 22 Mar 12:00 pm – 2:00 pm
  • Rathbone Hall
    • Ian Williams, KPMG

GDPR (the General Data Protection Regulation) the new data protection law will start to be enforced by regulators across Europe from May 2018.

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'How organisations are letting their most valuable resource slip through their fingers.....and what they can do about it'.

  • Tue 13 Mar 12:00 pm – 1:30 pm
  • Racquet Club
    • Peter Edge

.....and what they can do about it'. 'Relevant to Managers and Directors of businesses, and individuals who may be looking to develop themselves'.

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This is a third party event which members may be interested in attending

  • Wed 07 Mar 5:45 pm – 7:00 pm
  • Weightmans LLP

Third Party event (not organised by the Institute) Capital of Culture 10th Anniversary

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The Pensions Income Dilemma

  • Fri 23 Feb 12:00 pm – 2:00 pm
  • Tilney BestInvest Offices

Speaker: Stephen Hunter of Seneca Investment Managers

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