Previous events

All previous events

Regulatory Developments: The New Sentencing Guidelines Start to Bite

  • Tue 12 Sep 12:00 pm – 1:30 pm
  • Racquet Club
    • Richard Salvini, Triton Global

Due to unforeseen circumstances this presentation has been postponed until 2018

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CII Family Day – Saturday 15th July 2017

  • Sat 15 Jul 12:00 pm – 4:00 pm
  • Royden Park
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DB Pension Transfer Advice

  • Wed 12 Jul 8:30 am – 10:15 am
  • Barnett Waddingham Offices

Due to unforeseen circumstances this event has now been cancelled. Apologies for any inconvenience caused.

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Road casualties - what can be done to reduce them in Merseyside?

  • Tue 11 Jul 12:00 pm – 1:30 pm
  • Racquet Club
    • Sgt Paul Mountford, Merseyside Police

This lecture is a follow up to last year's popular lecture by Merseyside Police on Motor Limits: Drink and Drug Law

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Insurance and Financial Services Careers Event

  • Wed 05 Jul 9:30 am – 3:30 pm
  • Crowne Plaza

We would like to invite you and your students to join us for an Insurance and Financial Services Careers Event in Liverpool City Centre.

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FL: Later Life Advice

  • Fri 30 Jun 12:30 pm – 2:30 pm
  • Evelyn Partners Offices
    • Tish Hanifan, SOLLA

Join Financial Liverpool for a presentation on Later Life Advice

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R02 Revision Course

  • Wed 28 Jun 9:00 am – 4:30 pm
  • Barnett Waddingham Offices

The revision day covers key R02 syllabus topics. The R02 Investment, Principles and Risk module has the objective to develop knowledge and understanding of investment products and the application of the investment advice process.

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R01 Revision Course

  • Tue 27 Jun 9:00 am – 4:30 pm
  • Barnett Waddingham Offices

The revision day covers key R01 syllabus topics. The R01 Financial Services, Regulation and Ethics module has the objective to develop knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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Building Successful Teams

  • Thu 22 Jun 8:30 am – 12:00 pm
  • Crowne Plaza
    • Jo Keeler, Belbin

This CPD Masterclass will contain a mixture of powerpoint, discussions and exercises.

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Golf Day

  • Fri 16 Jun.
  • West Derby Golf Course

Join us for the Annual Golf Day

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The Changing Culture of Blame

  • Tue 13 Jun 12:00 pm – 1:15 pm
  • Racquet Club
    • Matthew MacLaren ACII, Griffiths & Armour Professional Risks
    • Mike Wood, Griffiths & Armour Professional Risks

This presentation explores the increase in professional negligence claims against insurance brokers. It also looks at the common causes of broker negligence claims and the lessons to be learned, offering simple risk management guidance to business owners, risk managers or compliance officers.

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Inheritance Tax Planning

  • Fri 26 May 12:30 pm – 2:30 pm
  • Evelyn Partners Offices
    • John Humphreys, WAY Investment Services

Join Financial Liverpool for a presentation on Inheritance Tax Planning

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Speed Networking

  • Tue 23 May 5:30 pm – 8:00 pm
  • Aloft, Liverpool

Fancy something different for a Tuesday evening? Have you ever wondered what colleagues across the professional and surrounding services do? Try our exciting FREE speed networking event! An excellent opportunity to put your networking skills into practice and to meet new people in a relaxed atmosphere.

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Intro to the World of Credit Hire Fraud

  • Tue 09 May 12:00 pm – 1:00 pm
  • Racquet Club

Join us for a a lecture on credit hire fraud with Keoghs.

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Social Investment Tax Relief (SITR) and the Social Stock Exchange

  • Fri 28 Apr 12:00 pm – 2:00 pm
  • Evelyn Partners Offices

Speakers: Peter Taaffe of BW MacFarlane and Lesley Beattie of SSE

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A Practical Guide to Indemnity Issues in Motor Insurance

  • Tue 25 Apr 12:00 pm – 1:15 pm
  • Racquet Club

Amy Jeffs and Charlie Mahoney of DWF LLP

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Annual General Meeting

  • Tue 18 Apr 5:15 pm – 8:00 pm
  • Hard Days Night Hotel

Notice is hereby given of Annual General Meeting 2017

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IF1 Revision Course

  • Wed 12 Apr 8:30 am – 5:00 pm
  • Aviva Office, Liverpool
    • Phil Peers

The revision day covers key IF1 syllabus topics.

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'The Anatomy of an Equity'

  • Fri 31 Mar 12:30 pm – 2:30 pm
  • Evelyn Partners Offices

Speaker: Bevan Blair - Fund Manager, Tilney

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Coursework Assignment Techniques

  • Fri 24 Mar 1:00 pm – 4:30 pm
  • Aviva Office, Liverpool
    • Neil Parks

Due to lack of interest this event is now cancelled

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