Previous events
All previous events
Financial Liverpool Christmas Lunch 2019
Join us to celebrate Christmas and welcome in the New Year Speaker: Kelsey Greenaway from Dale Carnegie Title: How to Win Friends and Influence People in the Digital Age. Final date for reservations 12 noon on Wednesday 4th December.
View event detailsForensic Investigation - a scientific approach
This is a general presentation which explains what we do when investigating incidents. Burgoynes’ investigations are undertaken by personnel with a variety of scientific backgrounds and this presentation demonstrates how scientific acumen is applied to investigations to reveal the causes of incidents. The presentation includes worked examples and photographic evidence.
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Tax and Estate planning update
Details Cathy will provide a refresher on the order of gifting, looking at CLTs and PETs and the 14 year shadow as well as discussing the considerations when dealing with assets on first death.
View event details2019 Annual Luncheon
This networking opportunity gives us the chance to enjoy a superb three course meal and celebrate the achievements of the 2018 examination candidates.
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An Introduction to Negotiation Skills for Insurance Professionals
Good negotiation skills are crucial to many different roles within the insurance industry, and though we may not realise it, most of our day-to-day work centres around negotiations. That said, little or no formal training is devoted towards these essential skills specifically within the insurance industry.
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Insuring Futures: How the profession must adapt to achieve real equality
In this talk, Adam Owen takes a look at the unconscious biases that, if left unchecked, can create unequal outcomes even when we think we are doing the right thing.
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Creating and Retaining Customer Loyalty
In this era of Customer Retention, excellence in customer service is the single most important element determining your company’s future success or failure.
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AF7 Revision Course
The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for AF7 (Pension Transfers).
View event detailsAF1 Revision Course
The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for AF1 (Personal Tax & Trust Planning).
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Insurance Institute of Liverpool Insurance and Financial Services Careers Event
On Thursday 4th July 2019, Liverpool Insurance Institute are hosting a free careers event at the Crowne Plaza in Liverpool, between 10am and 3.30pm. This event is aimed at Year 11-13 and college students to introduce them to the career possibilities in the exciting worlds of Insurance and Financial Planning. As well as hearing form apprentices and graduates, key industry experts will be on hand to talk about their experiences.
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Summer Quiz
BIBA Merseyside, North Wales, Cheshire and IOM Region Summer Quiz held in conjunction with The Insurance Institute of Liverpool
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Explosion Investigations
Explosions result in very dramatic damage, which can be localised to the area or the building where it originated, or it can have far reaching effects to neighbouring properties and businesses.
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Pensions D-Day: using 20/20 hindsight to prepare for a 2020 vision
Pensions D-Day: On the 75th anniversary of the Normandy landings, James explores next year’s anticipated D-Day for pensions, where the ‘D’ stands for ‘Default Investment Pathways’; one of the ‘remedies’ proposed by the FCA - as part of their Retirement Outcomes Review – to help those consumers who go into drawdown on a non-advised basis.
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Financial Suitability Workshop
The Insurance Institute of Liverpool is happy to annouce that they are offering members the chance to sign up to a financial suitability workshop. This workshop will take you on a deep dive into what ‘suitability’ means in 2019.
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New Age Terrorism requires New Age Solutions
Steve Coates is Chief Underwriting Officer for Pool Re and has been in post since 2012. He is responsible for all aspects of underwriting, claims, modelling, exposure management and external retrocession.
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R03 Revision Course
The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for R03 (Personal Taxation). This is a must for anyone planning to sit the R03 exam.
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Vulnerable Clients – Vulnerable Business
In the world of pension freedoms, we are constantly being told that clients are living longer and we have to ensure that we provide them a sustainable income so that they can enjoy their retirement. However, what are we doing for those clients who cannot enjoy their retirement.
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