Previous events
All previous events
Is Content Marketing the best way to engage clients
In this session we’ll look at how to make your business stand out in your area using content marketing. How to engage with clients and build trust so they seek to do business with you.
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Financial Liverpool Christmas Lunch
Annual Christmas Lunch Join us to celebrate Christmas and welcome in the New Year. As well as providing CPD, this is a social event with an element of fun. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games.
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Divorce, Tax and Valuations
Wayne Dutton and colleagues from PwC will present on a number of valuation and tax issues that are relevant to persons going through a divorce or dissolution of a civil partnership.
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Insurance Institute of Liverpool Christmas Quiz
The Insurance Institute of Liverpool are pleased to host our ‘Christmas Jumper Quiz Night’ this November, a fun filled night full all things quizzical! The theme is "All things Christmas" so bring along some festive cheer, and of course a Christmas jumper!
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Fit to drive - Fit for work
Back by popular demand. Insurance Institute of Liverpool are pleased to announce the return of one of our most popular speakers.
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The Dog That Hasn't Barked
In this topical talk, Andrew Ramsbottom will discussing the current bond and fixed interest landscape
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Overview and outlook for the UK economy
Who should attend: Anyone running a business that is affected by the performance of the UK economy, or by what happens to interest rates and inflation.
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The increasing need for effective care planning
The target audience will be financial planners, paraplanners, accountants, legal professionals and investment managers.
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Emotional Intelligence
The aim of the session is to differentiate between having an emotion and doing somehting about it. It will introduce and establish the importance of emotional intelligence.
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The way to Tipperary: managing low risk portfolios
This presentation considers how Multi-Asset Investors can make best use of risk assets at the moment to provide outperformance in low-risk portfolios. It includes an overview of the key threats / opportunities in the current environment. Please note change of topic for this event. This was previously advertised as Behavioural Finance, but LGIM have presented on this in the region recently so we decided to change it.
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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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Advising Older Clients: An update on Legal and Financial Considerations
UNFORTUNATELY DUE TO UNFORSEEN CIRCUMSTANCES THIS EVENT HAS BEEN CANCELLED
View event detailsInsurance Institute of Liverpool Insurance and Financial Services Careers Event
On Wednesday 4th July 2018, 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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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. TO BOOK CONTACT CARLY DUNNINGHAM carly.dunningham@pavis.co.uk
View event detailsR01 Revision Course
The Insurance Institute of Liverpool is delighted to announce that we will be running another a full-day revision course for R01 (Financial Services, Regulation and Ethics). This is a must for anyone planning to sit the R01 exam. TO BOOK CONTACT CARLY DUNNINGHAM carly.dunningham@pavis.co.uk
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Pensions Update: “Authorisation? Registration? De-Registration? Complication!”
Financial Liverpool CPD Event The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
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