Previous events

All previous events

Financial Liverpool CPD Event – Friday 27th October 2017

  • Fri 27 Oct 12:00 pm – 2:30 pm
  • Evelyn Partners 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’.

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Annual Prizegiving lunch

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

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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!!

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Factor Investing - Fashionably stylish

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

FL CPD event

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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

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Are you ready for the Future? North West Insurance Conference

  • Thu 21 Sep 9:30 am – 4:30 pm
  • Barton Grange Hotel

A special one day conference, sponsored by Kennedys, with up to 200 brokers, underwriters and claims personnel attending. Don't miss out, book your place now.

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Defined Benefit Pension Transfer Workshop

  • Wed 20 Sep 8:00 am – 10:30 am
  • Barnett Waddingham Offices

Fully Booked - Reserve list available

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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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