News

Vulnerable clients, vulnerable business

Thu 11 Apr. 2019

Paul gave a very interesting and informative presentation on how to plan for clients who are deemed vulnerable, concentrating on clients who are suffering from dementia and losing their mental capacity.

Performing Brilliantly in Business

Wed 10 Apr. 2019

With over twenty years’ experience of working within the public and private sector in the UK and internationally Lisa entertained, educated and encouraged students from the Institute to be the very best they could be.

Flood and the 3 Rs – Reinstatement, Resilience and Resistance

Tue 9 Apr. 2019

The Insurance Institute of Liverpool were pleased to introduce Mike Bond who is an Associate Director of Vericlaim and has been a loss adjuster for over 32 years.

Vulnerable Customers

Fri 15 Mar. 2019

The dreadful weather of Tuesday, 12 March 2019 did not deter thirty-eight keen CII members from attending Medicash’s offices to listen to Alan’s enlightening talk about customers who are in a vulnerable position.

The Power of Inclusion

Thu 14 Mar. 2019

The Insurance Institute of Liverpool ran a fantastic networking event last week in conjunction with the CISI Liverpool Branch, with the focus being diversity and inclusion.

Caveat Emptor – Let the buyer beware

Wed 13 Mar. 2019

Financial Liverpool 7th March 2019 BMO Global Asset Management – Gary Potter and Kelly Prior Garry and Kelly gave an interesting presentation on what has happened in the years post the global financial crisis and how changes in fiscal and political landscapes are likely to impact on economies of the world in the next few years. They also discussed how advisers will potentially adapt to the ever-changing landscape.