Previous events
All previous events
Financial 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.
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Financial 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
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IIL 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!
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Financial 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
View event detailsLithium Ion Batteries - Batteries, when they leave you feeling negative
The country is going through a seismic shift in its approach to renewable energy, with an increased focus on the provision by way of electric & battery power. There have been a number of high profile fires involving lithium Ion batteries and as such, the insurance market should be alive to the associated risks and perils. The presentation will give an overview of batteries, what they are and the different types. Lithium-ion batteries will then be covered in more detail, discussing how they are constructed, what the batteries are used for and what the possible failure modes (including incendive) are.
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Financial Liverpool - Mental Health and Wellbeing CPD and social event
Rachel Gilbert and Paul Robertson will discuss Mental Health and Wellbeing. There will be drinks and canapés served and plenty of opportunity to network. There is no cost for this event, but we will be raising money on the night for Wirral Mind by way of a charity raffle, with a suggested donation of £10.
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IIL Summer Drinks sponsored by Sedgwick International UK
Following a hiatus due to COVID, we are delighted to invite you to our Summer Social, taking place at the wonderful Aether at Liverpool One, 8 Kenyon Steps, Liverpool L1 3DF, on Thursday 28th July from 6pm until late! We have secured the outside area (partially covered – we are taking no chances) which is ideal for a summer wind down and to drink, relax and catch up with friends. We have also organised food and a welcome drink for attendees.
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Financial Liverpool - Global Economic outlook and the evolution of Crypto
Join Mike Bell as he explores the outlook for the global economy and markets over the next year ahead. James Grayson will then explore the evolution of the modern financial system and Crypto currencies.
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R02 Virtual Revision Day
R02 training day, which will include active revision of the R02 syllabus with multiple choice exam practice and key tips on dealing with the different questions that may be presented. Cost is £45 per person.
View event detailsR01 Virtual Revision Day
R01 training day, which will include active revision of the R01 syllabus with multiple choice exam practice and key tips on dealing with the different questions that may be presented. Cost is £45 per person.
View event detailsFinancial Liverpool - Pensions: hot topics for flaming June
As the summer solstice approaches, a pacy run-through a number of pension hot topics that are bringing both Advisers and Providers out in a cold sweat; including - Statutory Right to Pension Transfer regulations – are they working? - The ‘Stronger Nudge to Pensions Guidance’ – too little, too late? - The state of the State Pension underpayments debacle; and - Implications for the return of the ‘triple-lock’ – a bumper pay rise for pensioners?
View event detailsFinancial Liverpool - Extension of the TRS - Are you ready?
Katie Austin will discuss what the TRS is and give an overview of how to register, who is responsible for registration and relevant deadlines you need to be aware of.
View event detailsFinancial Liverpool - Money Money Money Net-Walking event
Join Financial Liverpool's Net-Walking event, where we'll be joined by Blue Badge guide Margo Storey, for a tour of finance and insurane related historic sites and buildings in and around the heart of the business district of Liverpool city centre followed by a meal at Ma Boyles.
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