Previous events

All previous events

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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The Future Is Now

  • Thu 18 May 9:00 am – 4:30 pm
  • Deepdale Stadium

A special one day conference, with excellent speakers and up to 200 brokers, underwriters and claims personnel attending. Don't miss out, book your place now.

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The Future Is Now

  • Thu 18 May 9:00 am – 4:30 pm
  • Deepdale Stadium

A special one day conference, with excellent speakers and up to 200 brokers, underwriters and claims personnel attending. Don't miss out, book your place now.

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Annual General Meeting 2023

  • Thu 20 Apr 5:00 pm – 6:30 pm
  • Weightmans LLP

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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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R03 Revision Course

  • Thu 13 Apr 9:30 am – 4:30 pm
  • Online
    • Cris Glascow, Glascow Consulting Ltd

The Insurance Institute of Liverpool is happy to announce that the next revision course will be R03

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Understanding and Addressing Client Buying Influences

  • Wed 12 Apr 1:00 pm – 2:00 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas Associates

How often do we lose an existing account, or fail to win a sales pitch despite having what we think is clearly the best proposition? We may have developed trusted advisor status with our client, understood their needs and developed tailored solutions in line with their business objectives. Our contact at the client may also love our proposition. But we still lose the business. The most common reason that this happens is that we fail to identify, understand, and address the decision making dynamic and wider buying influences at our prospect or client. This session demonstrates a step-by-step methodology to make sure you cover all the bases and are not left scratching your head after another unexplained failure.

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R02 Revision Course

  • Tue 04 Apr 9:30 am – 4:30 pm
  • Online
    • Cris Glascow, Glascow Consulting Ltd

The Insurance Institute of Liverpool is happy to announce that the next revision course will be R02

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The Insurance Institute of Liverpool Annual Dinner 2023

  • Fri 31 Mar 7:15 pm – 11:59 pm
  • Crowne Plaza
    • Leo Houlding, Mountaineer & Adventurer
    • Stewart Steel, Sedgwick
    • David Ross, CII

The Insurance Institute of Liverpool are pleased to confirm their Annual Dinner Black Tie Dinner this year sponsored by Charles Taylor will be taking place in the Crowne Plaza on the 31st March 2023. We can promise you the usual high standard of food and service from the excellent staff at the Crowne Plaza, as well as fantastic entertainment from our speaker Leo Houlding, Professional Adventurer. The evening will commence with a drinks reception from 6.30pm, with dinner being called around 7.15pm.

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Insuring non-tangible assets, including Cryptocurrency/NFTS & reputation

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

The Insurance Institute of Liverpool are delighted to invite you to a webinar covering the topic of insurance of non-tangible assets. Included within this will be an overview relating to the EMERGING RISKS associated with CRYPTOCURRENCY & NFTS. In the modern business world, many businesses have valuable but non-tangible assets. Purchasing adequate insurance for such assets can be difficult. This session looks at the main types of intangible assets and the current insurance position for these.

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Pollution Liabilities – A View to a Spill

  • Wed 08 Mar 10:30 am – 11:30 am
    • Leanne Brumby MSc FGS, EFI
    • David Waller ACII ACILA, Sedgwick International UK

This webinar will provide an insight into how land contaminations occur and remedies available when disaster strikes. It will also consider the liabilities that can result, along with the typical insurance policy response.

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