Events
Forthcoming events
Financial Liverpool 2025 AGM
Barnett Waddingham's James Jones-Tinsley returns to discuss the recent updates to pensions and IHT planning since the budget was announced in October, covering:
⚖️ Technical Consultation on IHT & Pensions
💰The clash between the FCA and the FCA regarding having the PCLS refunded into a pension.
📖 The Advice Guidance Boundary Review
Thu 23 Jan 11:45 am – 1:30 pm
Barnett Waddingham Offices
The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated
The Rise of Errors and Omission Claims Against Brokers
Wed 29 Jan 2:00 pm – 3:00 pm
Alan Chandler,
Annual Dinner 2025 - SAVE THE DATE
We are happy to announce that our annual dinner will be taking place on Thursday 6th March 2025 at the Rum Warehouse, Titanic Hotel, Liverpool.
Please save the date - more information and formal invites will be sent out in due course.
Thu 06 Mar 6:30 pm – 11:30 pm
The Titanic Hotel
Previous events
Critical business interruption learnings following the Infinity Reliance judgement
One of the most important judgements in recent times relating to Bi insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward.
Average was applied by Aviva to the Bi claim following a large loss, and the broker was held liable for most of the shortfall, which was nearly £3m, due to their failure on a number of points.
This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, looks to understand how brokers are exposed following this judgement and how to take practical steps to ensure the right procedures to mitigate these exposures.
This webinar is a must for all broking staff and has significant relevance for underwriters and claims staff also.
Mon 16 Dec 12:00 pm – 1:00 pm
Alan Chandler,
Financial Liverpool's Christmas Special!
We look forward to welcoming you to join us for our Christmas event.
We can offer the following:
CPD - UK Gilts / Gold the alternative to Equities- currently offering ( much ) less risk with greater potential reward
Christmas Quiz
Festive Nibbles
Get yourself in the Christmas Spirit and come join us!
Wed 11 Dec 12:00 pm – 2:30 pm
Evelyn Partners Offices
Insurance Institute Liverpool - Christmas Quiz!
The IIL are looking forward to hosting our annual Christmas Quiz on Thursday 21st November 2024 at City Wine Bar. We would love you to join us. Food and fun for everyone - come along and join us for our annual Christmas Quiz accepting it may be a little early for Christmas but will definitely get you in the mood for the festive season!
Teams will consist of 6 people but if you don’t have a team don’t worry, we will be making the teams up for the evening.
A huge thank you to RSA for agreeing to sponsor a free drink for everyone who attends!
We look forward to seeing you there to begin the celebrations!
Thu 21 Nov 6:00 pm – 9:00 pm
City Wine Bar
Coaching clients through Economic Cycles and Julie Calvert's retirement
Angie Staunton will share Vanguard’s latest content and will help us focus on the things that matter to clients while encouraging us to think about how to better implement the coaching element of financial planning.
We will then follow with drinks and nibbles to celebrate our brilliant committee member, Julie Calvert's retirement.
Wed 06 Nov 3:00 pm – 6:30 pm
Angie Staunton, Vanguard Asset Management
Insurance in an Uncertain World
Following a recent change in government and the current economic landscape, we will explore the impact on Insurance in today's uncertain world.
This a full day event with a variety of topics presented by industry professionals with debates and Q&As and a chance to Network.
Wed 06 Nov 9:00 am – 5:00 pm
1877 Suite, Toughsheet Community Stadium
Behind the scenes - Liverpool Empire Theatre Tour - Fri 1st Nov
IIL have arranged a behind the scenes tour of the Empire Theatre in Liverpool City Centre.
The Liverpool Empire Theatre is the largest two-tier theatre in the UK, hosting the very best in touring productions.
Join us to experience an immersive and informative guided tour inside the historical Grade ll listed theatre.
Fri 01 Nov 10:30 am – 12:00 pm
Empire Theatre, Liverpool