Previous events
All previous events
Financial Liverpool - Pensions: Consultation Suffocation?
James Jones-Tinsley will discuss the plethora of Consultations and Calls for Evidence being issues by Regulators and Government departments and what can Financial Planners do to ensure that their views are heard and taken into account.
View event detailsFinancial Liverpool - Tomorrow's World with Sarasin
Philip and Iestyn will look at how we need to change our consumption due to the continuous growth in the world’s population. They will also discuss how new regulation will change the dialogue on sustainability for clients and advisers as well as giving guidance on how to consider all aspects of ESG when looking to invest.
View event detailsFinancial Liverpool - Economic Overview and introduction to Vanguard's Capital Markets Model
Shaan will provide a economic and market overview as we ease out of lockdown. Amanda will then discuss Vanguard's Capital Markets Model: the engine behind Vanguard’s asset class forecasting and how this can help with client cash flow modelling.
View event details
Financial Liverpool - CFP and the role of cash-flow forecasting
In this session, Paul will discuss the route to becoming a Certified Financial Planner professional, and how this complements the PFS Chartered Financial Planner qualification. He will present his award-winning case study and explain the principles involved in preparing and presenting a financial plan that meets the CFP assessment criteria. He will also focus on cash flow forecasting; highlighting the central role it plays in holistic financial planning, but also exploring its limitations.
View event details
Credit Hire. The What? When? How? and Who?
This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.
View event detailsFinancial Liverpool - AGM and Corporate Governance beyond SM&CR
We will hold our Annual General Meeting and will vote in the Committee members. PFS Past President Adam Owen will then discuss how the future of the profession will be build on the basis of individual accountability and the opportunities and challenges this will create. There will also be an opportunity to network.
View event detailsFinancial Liverpool - Opening the door to business protection
With over a million businesses across the UK taking advantage of Government schemes to provide them with some breathing space from COVID-19, are we about to see a seismic change in how businesses perceive their financial resilience to be in light of unexpected and sudden events. Join Royal London’s session for practical ideas and guidance that will bring business protection opportunities to life within your existing client bank. Have you ever wondered how to turn personal protection clients into business protection clients? Well, this session aims to do help you do just that. You’ll not only leave this session with a better understanding of the principles of why a business should think about business protection, and what the main types of protection involved can cover but you’ll also be able to position the importance of it with clients more effectively.
View event details
Client retention and new business in the virtual world
The Insurance Institute of Liverpool are pleased to welcome Nick Thomas of Nick Thomas & Associates, who will be talking to us about Client retention and new business in the virtual world.
View event details
Virtual Wine Tasting
The Insurance Institute of Liverpool are delighted to invite you to our first social event of 2021, and our first ever Virtual Wine Tasting event!
View event details
Motivational Webinar with Andy Grant
Although we are unable to host the Annual Dinner this year, The Insurance Institute of Liverpool are pleased that our guest speaker, Andy Grant, will be presenting his motivational talk virtually to our members. We expect this event to book up quickly so please book early to avoid missing out.
View event details
Webinar: How to Build Healthier Habits that Last
The Insurance Institute of Liverpool are pleased to offer this well-being webinar, hosted by Health @ Work.
View event detailsFinancial Liverpool - Pensions and Divorce Webinar
Mark Devlin of Prudential will discuss the various options available on divorce, the things you and your client should be aware of, planning considerations and how to increase planning opportunities through professional connections.
View event details
Financial Liverpool - I wish it could be a (Financial Liverpool) Christmas everyday!
The annual Financial Liverpool Christmas Lunch is always a great event so because we can't all meet this year, we thought we would bring a little festive joy to your homes instead!
View event details
CPD Webinar: Covid-19 and its impact on claims and business interruption
The Insurance Institute of Liverpool are pleased to welcome Damian Glynn from Sedgwick, who will be talking to us about the impact COVID-19 has had on claims, mainly looking at Business Interruption and the FCA test case.
View event detailsCPD Webinar: PERSONAL INJURY CLAIMS – WHERE NEXT?
The Insurance Institute of Liverpool are pleased to host this webinar, presented by Bernard Thornton entitled Personal Injury Claims: Where Next.
View event detailsPersonal Lines Roadshow
Join us for an introduction to the CII’s Personal Lines Knowledge Range – a suite of learning and development assets and tools built specifically for those in the Personal Lines consumer retail market.
View event detailsFinancial Liverpool - The BPR Market and Unlocking Planning Opportunities for Individuals and Business Owners
In this talk, Tom will analyse the various structures available in the market for Financial Planners and their clients and identify the key benefits and drawbacks of utilising each one. Tom will also discuss the opportunity that Inheritance Planning presents advisers over the next 10-15 years and identify Business Owners as a largely untapped market for new business.
View event details
Financial Liverpool - Family Investment Companies v Trusts
With a growing interest in Family Investment Companies as an alternative to the more traditional trust structure, Susan discusses the structural and tax characteristics of both forms of succession planning.
View event details
CPD Webinar: An Introduction to Cyber Claims
The Insurance Institute of Liverpool are pleased to host this Introduction to Cyber Claims webinar, with speaker Mark Hawskworth, Global Technology Specialist Practice Group Leader of Sedgwick.
View event details