Previous events
All previous events
Join Financial Liverpool for a presentation about tax and trusts and the AGM.
With rising IHT receipts, it’s important that clients maximise the benefits of the recently introduced Residence Nil Rate Band (RNRB). It’s fair to say that it isn’t the most user friendly IHT initiative and if it isn’t complicated enough, advisers need to understand how its availability is impacted by the existence of trusts. This session aims to give you some ground rules and what to look out for.
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GDPR
Our session will identify the key changes to our data protection laws that GDPR will bring, with a particular focus on general insurance. We will consider what the practical implications are in relation to areas such as data subject rights, data controller and data processor obligations and how fraud investigations are impacted. We will also review the new Data Protection Bill and pick out the key elements in the context of insurance.
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Financial Liverpool Christmas Lunch 2017
The annual Financial Liverpool Christmas Lunch is always a great event. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games. This year, we’re delighted that Justin Urquhart Stewart is coming back to speak to us, with his entertaining ‘Around the World’ economic update.
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Post-Budget Analysis
Following the Autumn Budget on 22 November 2017 Wayne Dutton and colleagues from PwC Liverpool will present an analysis and commentary on measures announced and introduced by the Chancellor Philip Hammond.
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The Power of “AND”
In the US, there is a significant transfer of assets from active to passive funds. This has not built up momentum in the UK, but the pattern is emerging.
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Different professions, different perspectives
DUE TO UNFORSEEN CIRCUMSTANCES THIS EVENT HAS NOW BEEN CANCELLED AND WILL BE RESCHEDULED IN 2018. APOLOGIES FOR ANY INCONVENIENCE CAUSED
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Financial Liverpool CPD Event – Friday 27th October 2017
Pensions update following that Election: Further to June’s snap General Election and the resulting hung parliament, James considers the extent to which the pension landscape has been impacted, in what is already a busy legislative year, including two Budgets and three Finance Bills; oh, and something called ‘Brexit’.
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Cyber Crime and Security
This lecture will alert brokers, and SMEs to the threat of cybercrime and their current vulnerabilities to it.
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IIL Visit to Cammell Laird!!
Exciting and Unique Opportunity – IIL Visit to Cammell Laird!!
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Learning from mistakes
This CPD Masterclass will include a mixture of practical activities and short presenter-led discussions
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Are you ready for the Future? North West Insurance Conference
A special one day conference, sponsored by Kennedys, with up to 200 brokers, underwriters and claims personnel attending. Don't miss out, book your place now.
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Regulatory Developments: The New Sentencing Guidelines Start to Bite
Due to unforeseen circumstances this presentation has been postponed until 2018
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DB Pension Transfer Advice
Due to unforeseen circumstances this event has now been cancelled. Apologies for any inconvenience caused.
View event detailsRoad casualties - what can be done to reduce them in Merseyside?
This lecture is a follow up to last year's popular lecture by Merseyside Police on Motor Limits: Drink and Drug Law
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Insurance and Financial Services Careers Event
We would like to invite you and your students to join us for an Insurance and Financial Services Careers Event in Liverpool City Centre.
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