Previous events
All previous events
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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Making Networking Work
Relationships drive business, and good networkers thrive in any environment. Many people, however, find face-to-face networking difficult, even when they’re experienced at it. Often, people mistake quantity for quality, and don’t know how to turn an initial contact into a business relationship.
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Mental Health in the modern world of work
Understanding Mental Health in the workplace
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Everything you want to know about crowdfunding but are scared to ask
An introduction to the diverse world of Crowdfunding, now a £10bn market in the UK. Covering the different crowdfunding models, key players, headline statistics and some tips on how to evaluate risks and returns of different investments and platforms.
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The Insurance Institute of Liverpool AGM
The Annual General Meeting of the Liverpool Insurance Institute will be held at Hard Days Night Hotel, 41 North John Street, Liverpool L2 6RR on Tuesday 17th April, at 5.15pm
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GDPR - How Ready Is Your Business?
GDPR (the General Data Protection Regulation) the new data protection law will start to be enforced by regulators across Europe from May 2018.
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'How organisations are letting their most valuable resource slip through their fingers.....and what they can do about it'.
.....and what they can do about it'. 'Relevant to Managers and Directors of businesses, and individuals who may be looking to develop themselves'.
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This is a third party event which members may be interested in attending
Third Party event (not organised by the Institute) Capital of Culture 10th Anniversary
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The Pensions Income Dilemma
Speaker: Stephen Hunter of Seneca Investment Managers
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The rise of ADAS and Autonomous Vehicles
Driverless cars used to be the sort of thing you’d see in sci-fi films - but in 2017 they’re becoming a reality. This session will help you to understand the current position in the UK and be able to ask any questions you may have about autonomous vehicles.
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