News
Later Life Financial Planning
Thu 4 Jul. 2019
Tish Hanifan provided a most interesting and very informative presentation. The definition of a vulnerable person is as set out by the FCA is “someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when a firm is not acting with appropriate levels of care”[FCA Occasional Paper 8 February 2015].
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In Touch - Summer 2019
Fri 14 Jun. 2019
Download our Summer 2019 edition of the In Touch Magazine brought to you by our News Desk Team.
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Explosion Investigations – Dr Charlie Gardner, Burgoynes Consulting Scientists and Engineer
Tue 11 Jun. 2019
Do you know the differences between a BLEVE (Boiling Liquid Expanding Vapor Explosion) and an exothermic runway and the difference between Deflagration and Detonation? The brave souls that battled the 11th June (summer weather!) to attend Dr Charlie Gardner presentation do!
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Pensions D-Day: Using 20/20 hindsight to prepare for a 2020 vision
Thu 6 Jun. 2019
Financial Liverpool’s June CPD seminar on 6th June 2019 featured one of our popular speakers – James Jones-Tinsley, Technical Pension Specialist from Barnett Waddingham. His talk was called “Pensions D-Day: Using 20/20 hindsight to prepare for a 2020 vision” and he was introduced by our Chair, Julie Calvert of Pavis Financial Management.
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CII Professional Focus 2019
Wed 29 May 2019
Tuesday 21 May 2019 – Chartered Insurance Institute Continued Professional Development A packed meeting room at the Hilton Hotel in Liverpool on the 21 May 2019 saw eight illustrious speakers enlighten local members of the Liverpool Institute. In addition, five and a half hours of CPD were achieved.
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Maxed out ISA? Pension Full? What next?
Tue 7 May 2019
Jan Holt, Head of Business Services at Sanlam UK, recently presented a seminar to Financial Liverpool delegates on tax efficient investing beyond pensions and ISAs.
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