Previous events
This month
Financial Liverpool - 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.
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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.
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Behind the Scenes - Liverpool Empire Theatre - 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.
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Behind the scenes - Gillmoss Recycling Centre
IIL have arranged a Behind the Scenes visit to Gillmoss Recycling Centre to learn more about what can be recycled and what happens to our recycling and waste once it has been collected by the local Council.
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Behind the scenes - Mersey Tunnel Tour - 30th September
IIL has arranged for a Mersey Tunnel Tour to take you on a unique behind the scenes look at the famous Queensway Mersey Tunnel, which opened in 1934. The tour is limited to 20 people starting at George's Dock Building.
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PFS Autumn XCHANGE 2024 - Divorce, death and tax
Welcome to Divorce, death and tax: effective planning for life’s key events – the third and final series of events within the 2024 XCHANGE programme. Join us this autumn at one of four locations across the UK for a deep dive into two of life's key events: divorce and death. You will gain essential guidance on current trends around the tax implications of divorce and death, ensuring you can provide expert guidance when it's needed most. Alongside this, we’ll equip you with fresh thinking on how best to communicate this effectively – ensuring you can build and maintain stronger relationships with your clients.
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Financial Liverpool, NextGen and Timeline Investments - Crash Tech Dummies: Real World AI in Financial Services
We have teamed up with NextGen Planners and Timeline Investments to bring you our next event which is something a little bit different! The Crash Tech Dummies, without any regard for their own personal safety, have been fearlessly testing everything new in the world of AI and they are bringing their results to you in the special event. Focusing on real world use cases, you will learn how AI is transforming the workplace, not in the future, but now.
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Behind the scenes - At a miniature railway
Join us for a unique opportunity to visit and see behind the scenes at the Wirral Model Engineering Society miniature railway within Royden Park, Wirral.
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Glen Affric Brewery Tour
Following the success of our previous visit to this fascinating Wirral based brewery, we are delighted to announce that a further tour has been arranged. The tour starts at the 3000l brewhouse where you will learn about the brief history of Glen Affric Brewery and how a brewery with a Scottish name ended up in Birkenhead! Then go next door into their other unit where we house all our fermentation tanks and hear about what is considered to be the most important part of the process: fermentation. Cross the street to the packaging unit where you will see our bright beer tanks and canning lines and hear about how they can their beers. Places are strictly limited to 10 people for this event on a first-come first-served (excuse the pun!) basis.
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IIL Careers Day - 4th July 2024
The Insurance Institute of Liverpool is delighted to offer young people in Year 12 or above the opportunity to attend a Careers Insurance and Financial Planning Insight Event. This free event is designed to provide an opportunity to learn about the huge range of exciting careers and different roles within what can be an overlooked career sector.
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Hidden in plain sight - Spotting the signs of modern slavery
Between 1793 and 1807 Liverpool accounted for 84.7% of all slave voyages. ‘Slavery’ was abolished in 1807 but did you know that around 1 out of every 500 people in the UK are being exploited through modern slavery in 2024? This could mean that there are people we all come into contact with as we go about our daily business that are affected, with no one suspecting because modern slavery is hiding in plain sight throughout our communities. It is often a hidden crime, but could be affecting your brother, your next door neighbour, your best friend or the person who does your nails. Causeway is a national charity with a strong Liverpool base who lead the way in driving lasting, positive change in our society. They are passionate about reducing modern slavery, crime and exploitation and empowering the people they support to live independently in their communities.
View event detailsGlen Affric Brewery Tour - Late Tour
The tour starts at the 3000l brewhouse where you will learn about the brief history of Glen Affric Brewery and how a brewery with a Scottish name ended up in Birkenhead! Then go next door into their other unit where we house all our fermentation tanks and hear about what is considered to be the most important part of the process: fermentation. Cross the street to the packaging unit where you will see our bright beer tanks and canning lines and hear about how they can their beers. Places are strictly limited to 10 people for this event on a first-come first-served (excuse the pun!) basis.
View event detailsGlen Affric Brewery Tour - Early Tour
The tour starts at the 3000l brewhouse where you will learn about the brief history of Glen Affric Brewery and how a brewery with a Scottish name ended up in Birkenhead! Then go next door into their other unit where we house all our fermentation tanks and hear about what is considered to be the most important part of the process: fermentation. Cross the street to the packaging unit where you will see our bright beer tanks and canning lines and hear about how they can their beers. Places are strictly limited to 10 people for this event on a first-come first-served (excuse the pun!) basis.
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Life after the lifetime allowance: Allowing for uncertainty
This is a wide-ranging presentation looking at the new post-LTA regime that we are now in, the changes to legislation and the frustration that arises from it, plus the uncertainty that the upcoming general election will bring to the new regime.
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Let the legacy live on - a Financial Liverpool, CISI & Personal Finance Society joint event
Join our event in central Liverpool to hear three insightful presentations on Legacy and Inheritance Tax Planning. Registration from 3pm Presentations start at 3.30 - 5pm Followed by networking drinks and nibbles at NORD
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A tour of Aloft Hotel with a networking opportunity
IIL would like to invite you to a really fascinating evening being held at the Aloft Hotel on North John Street. The Aloft Hotel was originally the Head Office of Royal Insurance for many years having been built in 1907. It had a huge underwriting floor and managers officers around the atrium area and had the most beautiful wood panelled lifts! You are invited to come along and have a tour behind the scenes of the Aloft Hotel to see how it has been transformed into a beautiful hotel whilst retaining many of the original features along with meeting new people and enjoying a drink and some nibbles in historic surroundings.
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Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
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The Power of Storytelling
Storytelling has been an essential and dominant aspect of human communication from the dawn of our evolution. This session draws on findings in neuroscience and psychology to explain why it is so powerful across multiple fields including leadership, organisational culture, learning and sales, and how we can leverage this knowledge with specific application to sales and client engagement
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Chair Yoga
Do you find yourself sat at your desk for the majority of your day? Do you have a back ache or other pains that just won't go away? Do you feel stressed or lacking energy throughout the day? If so, why not give chair yoga a try! This is an excellent way to de-stress and give your whole body a stretch whilst sat at your desk... all you need is a chair!
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What causes a market cycle and are we heading into a soft market in 2024?
What causes a market cycle and are we heading into a soft market in 2024? Hard markets usually last around a maximum of three years and this latest one started in 2020. This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024. Alan correctly called the hard market in 2020, providing a presentation on the seven reasons why the market would harden. Rates have now got much higher; investment returns are now at very healthy levels and underwriting in the UK looks a lot better proposition than it did back in 2020. New entrants will be attracted to the market and existing players will look to expand capacity to take advantage of the current favourable investment conditions. Rates will not crumble over night, but Alan predicts 2024 will see a change in demand and supply, where Insurers will have to start having to fight more for business, and there will need to be a change in the way insurers operate, which may result in home working underwriters actually answering the phone to brokers! Alan will also explore how brokers and underwriters can be successful in a softening market. Brokers have a fiduciary duty, and this means insurers cannot ask brokers to be loyal without also providing genuine benefits at renewal for the policyholder. Whilst many people will not want to see the hard market end, history tells us it will, and not mentioning it will not stop a soft market cycle starting. This presentation will equip you for the change in the market that is on its way.
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