Previous events
All previous events
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. TO BOOK CONTACT CARLY DUNNINGHAM carly.dunningham@pavis.co.uk
View event detailsR01 Revision Course
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!”
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
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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Mental Health in the modern world of work
Understanding Mental Health in the workplace
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Everything you want to know about crowdfunding but are scared to ask
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
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?
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'.
.....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
Third Party event (not organised by the Institute) Capital of Culture 10th Anniversary
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The Pensions Income Dilemma
Speaker: Stephen Hunter of Seneca Investment Managers
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The rise of ADAS and Autonomous Vehicles
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.
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Join Financial Liverpool for a presentation about tax and trusts and the AGM.
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.
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GDPR
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.
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Financial Liverpool Christmas Lunch 2017
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.
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Post-Budget Analysis
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.
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The Power of “AND”
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.
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Different professions, different perspectives
DUE TO UNFORSEEN CIRCUMSTANCES THIS EVENT HAS NOW BEEN CANCELLED AND WILL BE RESCHEDULED IN 2018. APOLOGIES FOR ANY INCONVENIENCE CAUSED
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