Previous events
All previous events
Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness
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
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.
View event detailsThe Future Is Now
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
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.
View event detailsR03 Revision Course
The Insurance Institute of Liverpool is happy to announce that the next revision course will be R03
View event detailsUnderstanding and Addressing Client Buying Influences
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
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
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.
View event detailsInsuring non-tangible assets, including Cryptocurrency/NFTS & reputation
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
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.
View event detailsFinancial Liverpool - Communicating Adviser Value in a Fee Based World and how can it support Consumer Duty?
The Advice Value Proposition is changing and so are client expectations. Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times. Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice. Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Value of Advice”.
View event detailsInflation and the implications for insurance
Inflation and the insurance considerations This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover
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Financial Liverpool - AGM and Prudential's tax year end planning
Financial Liverpool will hold their AGM where members will be asked to agree on committee membership and will follow with a survey to ensure that Financial Liverpool continues to serve members in the best way possible. Prudential will then discuss tax year end planning for direct investors, in light of the changes to dividend and capital gains tax in the Autumn Budget.
View event detailsFinancial Liverpool - Christmas Drinks and Canapes!
Join Financial Liverpool for our Christmas Drinks and Canapés at the historic Athenaeum. You'll be formally welcomed to the iconic institution with a drink and canapés being served in the historic Library. A member of the Club will also give a brief talk about the history of the building. There will be plenty of chance to catch up with peers, old and new. We look forward to welcoming you!
View event detailsWebinar - The Rise of Errors and Omission Claims Against Brokers & why Broker PI premiums are soaring
Webinar - The Rise of Errors and Omission Claims Against Brokers and why Broker PI premiums are soaring
View event detailsIIL Christmas Quiz
Time is running out to get your tickets for the IIL Christmas Quiz on Thursday 1 December at City Wine Bar from 6pm. Please use the following link to purchase your ticket: https://www.localinstitutes.cii.co.uk/liverpool/home/events/2022/iil-christmas-quiz/ 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!
View event detailsFinancial Liverpool - Health and Wellbeing at ABS and networking
Research shows that looking after your physical health can really benefit all aspects of your life, including work - so why not blend exercise with some networking! Join us at ABS gym Liverpool for a HIIT class followed by a drink.
View event detailsFinancial Liverpool - Red flags in 'sustainable investments'
In this seminar, Michael will discuss the meteoric rise of sustainable investing and with it the growth in products and services offering “ESG” credentials. He will explain that this has led to an increasingly opaque sector with funds, services and even corporate entities making, in some cases, outlandish sustainability claims. In this session he will look to cover “5 Red Flags” of sustainable investing, to assist you in your search for a reliable investment partner.
View event detailsWebinar - The Rise of Errors and Omission Claims Against Brokers and why Broker PI premiums are soaring
The Rise of Errors and Omission Claims Against Brokers and why Broker Pi premiums are soaring
View event detailsFinancial Liverpool - Solving Inheritance tax issues using a business relief portfolio
Jon Gould (Psigma’s Lead AIM IHT Portfolio Manager), supported by Mike Senior (Business Development Director) will present how a business relief portfolio can help protect clients wealth from Inheritance tax, and how Psigma as part of Canaccord Genuity Wealth Management can support you with this area of planning
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