Previous events

All previous events

The Insurance Institute of Liverpool Annual Dinner 2024

  • Fri 01 Mar 7:15 pm – 11:59 pm
  • Crowne Plaza
    • Jim Burke

The Insurance Institute of Liverpool are pleased to confirm their Annual Dinner Black Tie Dinner, this year sponsored by Sedgwick Loss Adjusters, will be taking place in the Crowne Plaza on the 1st March 2024. We can promise you the usual high standard of food and service from the excellent staff at the Crowne Plaza, as well as entertainment from our speaker Jim Burke - former loss adjuster, turned comedian. The evening will commence with a drinks reception from 6.30pm, with dinner being called around 7.15pm.

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Building Confidence and shifting your Emotional State

  • Thu 22 Feb 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas & Associates

Many people believe that their emotional state is entirely dictated by external factors over which they have no control. For example, how often do we hear people say, ‘You make me angry/happy/sad’? In the workplace many develop and unconscious strategies that affect their emotional state and significantly affect their performance; typical examples include making telephone calls – particularly cold calls – and presenting or speaking in public. This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.

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Improving Your Personal Brand with the Assistance of the CII & PFS

  • Tue 13 Feb 12:00 pm – 1:00 pm
    • Phil Turner, Chartered Insurance Institute

The session will provide insights into the benefits of being a member and how it can be the focal point of your career progression in your chosen profession by offering a host of learning materials , resources and advice that can help you throughout your career, with particular emphasis on development of your personal brand.

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FL AGM and Understanding how pension benefits are tested in tomorrow’s world

  • Wed 31 Jan 12:00 pm – 1:15 pm
  • Teams - Meeting ID 391 050 228 620
    • Andy Nash, Prudential

Following our brief AGM, we will be joined by Andy Nash from Prudential who will be discussing the abolishment of the LTA and it's current impact, as well as how this will affect clients going into the 24/25 tax year.

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Financial Liverpool - 'Higher for longer, Market Review and Outlook' with a Christmas Twist!

  • Wed 13 Dec 12:00 pm – 3:00 pm
  • Evelyn Partners Offices
    • Adrian Lowcock, Evelyn Partners

Join Financial Liverpool for our December CPD event with a Christmas twist! Adrian Lowcock, Investment Communications Director at Evelyn Partners will present 'Higher for longer, Market Review and Outlook' ahead of the end of the year before we host a Christmas raffle and enjoy a festive buffet.

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IIL Christmas Quiz

  • Tue 28 Nov 6:00 pm – 9:00 pm
  • City Wine Bar

The IIL and BIBA Merseyside are looking forward to hosting our annual Christmas Quiz on the 28th November 2023 at City Wine Bar. We would love for you to join us. Teams will consist of 4 people but if you don’t have a team don’t worry, we will be making the teams up for the evening. We look forward to seeing you there to begin the festive season!

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Cert CII Fast Track Remote Learning Programme

  • Mon 13 Nov – Mon 05 Feb
    • Alan Chandler

A FEW PLACES HAVE BECOME AVAILABLE DUE TO CANCELLATIONS - BOOK YOUR PLACE NOW The Insurance Institutes of the North-West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Diploma in Insurance Online Training Programme

  • Mon 06 Nov – Mon 17 Feb
    • Alan Chandler

The Insurance Institutes of the North-West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Motor Insurance - All You Need to Know in a Nutshell

  • Fri 20 Oct 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Alan Chandler

The insured institute of Liverpool are delighted to host a webinar on the topic of Motor Insurance. This will provide an insight into how the product works which will be of interest to any one with exposure to motor insurance including brokers and insurers.

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Financial Liverpool - CPD and Social Event - Introduction to Neurodiversity

  • Thu 19 Oct 5:15 pm – 8:00 pm
  • Barnett Waddingham Offices
    • Jon Dunckley, About Consulting Group

Financial Liverpool and The CISI Liverpool, Chester and North Wales, are delighted to welcome Jon Dunckley, Managing Director of the About Consulting Group, to share his expertise on neurodiversity.

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Employers Liability, Public Liability and Products Liability

  • Mon 11 Sep 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.

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Reviewing contracts for their insurance implications

  • Thu 20 Jul 10:00 am – 11:00 am
  • Zoom Webinar
    • Nick Thomas & Diane Jenkins, Nick Thomas & Associates

This session is an excellent opportunity for delegates to better understand a service that is often requested by clients. The session explores the main issues typically found in contracts from both a broker and insurer viewpoint

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Financial Liverpool - Incorporating borrowing into Later Life Planning

  • Wed 19 Jul 9:30 am – 10:30 am
    • Martin Sloan, Professional Mortgage Services
    • Martin Roby, Professional Mortgage Services

Martin will discuss the different types of lending available to older clients and their suitability. They'll also consider reasons why borrowing should be considered in later life, including gifting and the 'window of opportunity' as well as considering income from property versus pension.

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IIL Careers Day - 4th July 2023

  • Tue 04 Jul 9:30 am – 3:00 pm
  • RSA Liverpool

Our Annual Career's Day is an opportunity for students in Year 12, from across the region to experience what careers are available across the Financial Planning and Insurance professions. This year, we will be hosting our event within the leading city centre office of Royal & Sun Alliance Insurance to allow students the opportunity to spend a day in an office. Students will have an opportunity to speak to people from various financial services professions, ask questions about their day to day roles, responsibilities, pay and progression.

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Financial Liverpool - Pension hot topics for June

  • Thu 22 Jun 11:45 am – 2:00 pm
  • Barnett Waddingham Offices
    • James Jones-Tinsley FPMI APFS, Barnett Waddingham LLP

James will run-through a number of pension hot topics that are bringing both Advisers and Providers out in a cold sweat. Timing Arrival and registration 11.45 CPD presentation 12.00 - 12.45 Q&A 12.45 - 13.00 Buffet lunch and networking 13.00 - 14.00

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Emerging Risks - AI, Autonomous Vehicles & ESG Issues

  • Thu 22 Jun 10:00 am – 11:00 am
  • Zoom Webinar
    • Nick Thomas & Diane Jenkins, Nick Thomas & Associates

This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.

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Webinar: Rest, Recovery, Recharge - Ready for Productivity

  • Wed 21 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!

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Webinar: Building barriers to burnout and bridges to brilliance

  • Wed 14 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.

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Webinar: Food for Mood

  • Wed 07 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!

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Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness

  • Wed 31 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

WFH&H…WFH&H...! Gain a greater awareness of the health habits that hinder and help your productivity when WFH&H. We'll explore nutrition, movement, sleep, positive noise, & productivity winners, whilst linking these to your individual world.

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