Previous events
All previous events
Creating and Retaining Customer Loyalty
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
The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for AF7 (Pension Transfers).
View event detailsAF1 Revision Course
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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Insurance Institute of Liverpool Insurance and Financial Services Careers Event
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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Summer Quiz
BIBA Merseyside, North Wales, Cheshire and IOM Region Summer Quiz held in conjunction with The Insurance Institute of Liverpool
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Explosion Investigations
Explosions result in very dramatic damage, which can be localised to the area or the building where it originated, or it can have far reaching effects to neighbouring properties and businesses.
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Pensions D-Day: using 20/20 hindsight to prepare for a 2020 vision
Pensions D-Day: On the 75th anniversary of the Normandy landings, James explores next year’s anticipated D-Day for pensions, where the ‘D’ stands for ‘Default Investment Pathways’; one of the ‘remedies’ proposed by the FCA - as part of their Retirement Outcomes Review – to help those consumers who go into drawdown on a non-advised basis.
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Financial Suitability Workshop
The Insurance Institute of Liverpool is happy to annouce that they are offering members the chance to sign up to a financial suitability workshop. This workshop will take you on a deep dive into what ‘suitability’ means in 2019.
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New Age Terrorism requires New Age Solutions
Steve Coates is Chief Underwriting Officer for Pool Re and has been in post since 2012. He is responsible for all aspects of underwriting, claims, modelling, exposure management and external retrocession.
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R03 Revision Course
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.
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Vulnerable Clients – Vulnerable Business
In the world of pension freedoms, we are constantly being told that clients are living longer and we have to ensure that we provide them a sustainable income so that they can enjoy their retirement. However, what are we doing for those clients who cannot enjoy their retirement.
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Flood and the 3 Rs – Reinstatement, Resilience and Resistance
Flooding is a huge topic for UK insurers. Flood Re is now up and running but there is little appreciation of the next task they face which is to try and deliver a return to risk reflective pricing in a little over 20 years.
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The Power of Inclusion
It’s time to talk about diversity! This is our first diversity event, hosted with the CISI, which will focus on gender equality, stereotypes and challenges faced by both males and females.
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Vulnerable Customers
The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society.
View event detailsCaveat Emptor – Let the buyer beware!
The advent of the global financial crisis and the resultant quantitative easing program by Central Bankers has created worrying distortions in financial markets. It has also heavily influenced the types of solutions advisers are choosing for their clients and 2019 is likely to be the year where this more recent conventional wisdom will be challenged.
View event detailsR02 Revision Course
The Insurance Institute of Liverpool is delighted to announce that we will be running another a full-day revision course for R02 (Investment Principles and Risks). This is a must for anyone planning to sit the R02 exam.
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