Previous events

All previous events

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.

View event details

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

View event details

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.

View event details

'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'.

View event details

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

View event details

The Pensions Income Dilemma

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

Speaker: Stephen Hunter of Seneca Investment Managers

View event details

The rise of ADAS and Autonomous Vehicles

  • Tue 13 Feb 12:00 pm – 1:30 pm
  • Racquet Club

Driverless cars used to be the sort of thing you’d see in sci-fi films - but in 2017 they’re becoming a reality. This session will help you to understand the current position in the UK and be able to ask any questions you may have about autonomous vehicles.

View event details

2018 Liverpool Insurance Institute Annual Dinner

  • Fri 26 Jan 7:00 pm – 11:00 pm
  • Crowne Plaza
View event details

Join Financial Liverpool for a presentation about tax and trusts and the AGM.

  • Fri 26 Jan 11:45 am – 2:00 pm
  • Tilney BestInvest Offices

With rising IHT receipts, it’s important that clients maximise the benefits of the recently introduced Residence Nil Rate Band (RNRB). It’s fair to say that it isn’t the most user friendly IHT initiative and if it isn’t complicated enough, advisers need to understand how its availability is impacted by the existence of trusts. This session aims to give you some ground rules and what to look out for.

View event details

GDPR

  • Tue 16 Jan 12:00 pm – 1:30 pm
  • Racquet Club

Our session will identify the key changes to our data protection laws that GDPR will bring, with a particular focus on general insurance. We will consider what the practical implications are in relation to areas such as data subject rights, data controller and data processor obligations and how fraud investigations are impacted. We will also review the new Data Protection Bill and pick out the key elements in the context of insurance.

View event details

Financial Liverpool Christmas Lunch 2017

  • Wed 13 Dec 12:00 pm – 3:30 pm
  • Malmaison
    • Justin Urquhart Stewart , Seven Investment Management. 

The annual Financial Liverpool Christmas Lunch is always a great event. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games. This year, we’re delighted that Justin Urquhart Stewart is coming back to speak to us, with his entertaining ‘Around the World’ economic update.

View event details

Post-Budget Analysis

  • Thu 07 Dec 8:00 am – 9:30 am
  • Tilney BestInvest Offices
    • Wayne Dutton , PWC

Following the Autumn Budget on 22 November 2017 Wayne Dutton and colleagues from PwC Liverpool will present an analysis and commentary on measures announced and introduced by the Chancellor Philip Hammond.

View event details

The Power of “AND”

  • Fri 24 Nov 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • Alex Wheelan, Business Development Manager, Vanguard

In the US, there is a significant transfer of assets from active to passive funds. This has not built up momentum in the UK, but the pattern is emerging.

View event details

Different professions, different perspectives

  • Tue 14 Nov 8:00 am – 9:30 am
  • Racquet Club

DUE TO UNFORSEEN CIRCUMSTANCES THIS EVENT HAS NOW BEEN CANCELLED AND WILL BE RESCHEDULED IN 2018. APOLOGIES FOR ANY INCONVENIENCE CAUSED

View event details

Financial Liverpool CPD Event – Friday 27th October 2017

  • Fri 27 Oct 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • James Jones-Tinsley FPMI APFS, Barnett Waddingham LLP

Pensions update following that Election: Further to June’s snap General Election and the resulting hung parliament, James considers the extent to which the pension landscape has been impacted, in what is already a busy legislative year, including two Budgets and three Finance Bills; oh, and something called ‘Brexit’.

View event details

Annual Prizegiving lunch

  • Fri 13 Oct 12:00 pm – 3:00 pm
  • Malmaison
    • Neil Gyllenship , Liverpool John Lennon Airport'
View event details

Cyber Crime and Security

  • Tue 10 Oct 12:00 pm – 1:30 pm
  • Racquet Club
    • Alastair Murray, The Bureau

This lecture will alert brokers, and SMEs to the threat of cybercrime and their current vulnerabilities to it.

View event details

IIL Visit to Cammell Laird!!

  • Wed 04 Oct 5:00 pm – 7:00 pm
  • Cammell Laird

Exciting and Unique Opportunity – IIL Visit to Cammell Laird!!

View event details

Factor Investing - Fashionably stylish

  • Fri 29 Sep 12:00 pm – 1:30 pm
  • Tilney BestInvest Offices
    • Andy Davies, Momentum
    • James Klempster, CFA, Momentum

FL CPD event

View event details

Learning from mistakes

  • Wed 27 Sep 8:30 am – 12:00 pm
  • Aloft, Liverpool
    • Hugh Murray, Bradbury Scott Ltd

This CPD Masterclass will include a mixture of practical activities and short presenter-led discussions

View event details