News

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!

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.

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.

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.

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.