Previous events

All previous events

Financial Liverpool - The Impact of the Pandemic on Older Client Advice

  • Thu 02 Jul 12:00 pm – 1:00 pm
    • Tish Hanifan, The Society of Later Life Advisers (SOLLA)

Tish Hanifan of The Society of Later Life Advisers will cover the imapct of Covid-19 on advising older clients with particular emphasis on the current situation regarding provision of funding of care.

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The Perfect Storm - how capacity is disappearing fast from the UK insurance market

  • Fri 26 Jun 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

The Insurance Institute of Liverpool are hosting an online CPD Event for our members. Alan Chandler, who has recently delivered the very well received Business Interruption and Covid-19 talk will be providing this webinar, entitled the Perfect Storm. Alan will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.

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Beyond lockdown: Learn how to build healthier habits

  • Wed 17 Jun 11:00 am – 12:00 pm

The Insurance Institute of Liverpool are pleased to host this online webinar. Declan Doyle, Workplace Wellbeing Consultant from Health @ Work, will talk us through how lockdown can drive future wellbeing behaviours.

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Effective Workplace Wellbeing Interventions - cancelled

  • Tue 09 Jun 12:00 pm – 1:30 pm
    • Declan Doyle, Health@Work

The Insurance Institute of Liverpool has unfortunately had to cancel this event due to COVID-19.

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Does my Bi policy cover Covid-19

  • Fri 05 Jun 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

Join our online webinar where Alan Chandler, who is one of the most popular insurance speakers in the UK, will be presenting a simple to understand presentation on what so many commercial policyholders are asking - 'does my Business interruption policy cover Covid-19? Places are limited so book now to avoid disappointment!

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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
  • Evelyn Partners 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
  • Evelyn Partners 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
  • Evelyn Partners 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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