Events
Forthcoming events
WEBINAR: Living with Purpose - Aligning Personal Values & Embracing Growth
Explore the profound connection between purpose, personal values, and a growth mindset - unlock your potential and drive meaningful personal and professional growth.
By aligning individual values with daily actions and embracing a growth mindset, attendees will discover how purpose fuels resilience, adaptability, and fulfilment. Through thought-provoking insights and practical strategies, the session will empower participants to cultivate a purpose-driven mindset that enhances their performance and overall wellbeing.
Whether you're seeking clarity in your goals, navigating challenges, or looking to inspire yourself and others, this session provides actionable tools to help you lead with purpose, embrace change, and achieve personal growth.
Wed 08 Oct 12:00 pm – 1:00 pm
Claire Russell, Mental Health in Business Ltd
Living the Retirement Dream - in-person evening event at The Crooklands Hotel
An informative and fun in-person evening event providing lots of retirement insights from a panel of members.
Hosted by the Insurance Institute of Kendal (IIK), supported by the PFS Lancashire, Merseyside and Cumbria region.
Whether retirement feels far away for you personally, around the corner, or if you are a financial planner with clients considering retirement, this promises to be an evening full of valuable insights for us, with lively conversation, and great company.
Reserve your complimentary place now and join us for an engaging, informative and sociable evening!
Thu 09 Oct 5:30 pm – 8:30 pm
Roger Jackson APFS, Financial Management Bureau, The Chartered Insurance Institute
North West Conference
Following last year's successful event, we're delighted to announce the North West Conference will be returning for 2025, and booking is now open!
Thu 13 Nov 8:30 am – 5:00 pm
1877 Suite, Toughsheet Community Stadium
Previous events
Stellar Start to smarter connections and smarter exams!
The PFS Lancashire, Merseyside and Cumbria regional commitee are delighted to invite you to join us for a 2 hour CPD event on networking and studying smarter!
Michael Quigley, Kataholos - Connect and Conquer! Network with Confidence. Michael will explore practical networking training skills to connect with others with confidence and purpose, adding value to a situation.
Register your place now as it will be a very popular event!
Thu 11 Sep 3:00 pm – 7:00 pm
OneCoWork Winckley Square
WEBINAR: Macro-Economic Update with Vanguard
Macro-Economic Update
Madison McCall CFA and Claire Hsu, will provide a high-level update on macroeconomic and geo-political developments & look at what advisers and clients should be thinking about.
Tue 09 Sep 12:00 pm – 1:00 pm
Madison McCall, Vanguard - Portfolio Review Department
Summer Ball
We’re delighted to be bringing back our Summer Ball. Booking is now open!
Fri 05 Sep 6:00 pm – 11:59 pm
The Hawthorns
M92 Business and Finance revision day
This intensive revision session is designed to help you develop your exam technique and knowledge for the M92 Insurance Business and Finance module.
Led by one of the UK's foremost insurance trainers, Alan Chandler Chartered Insurer, the syllabus will be explained in plain English with practical examples.
The session will not only cover the main areas of the syllabus, but also what the examiner looks for in respect of both multiple choice and coursework, as well as an interactive opportunity to ask Alan about any areas of the syllabus where candidates are stuck.
It does not matter where you are in your M92 journey, Alan will make it appropriate for you.
Fri 29 Aug 9:30 am – 4:00 pm
Webinar: Memorabilia: passing phase or appreciating asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered?
This webinar explores a range of dierent types of memorabilia, why it is collectible, and offers insight on what clients should be thinking about.
Tue 08 Jul 12:00 pm – 1:00 pm
Rachel Doerr, Doerr Dallas
WEBINAR: The risks posed by lithium batteries with David Hole - 24 June 2025
Lithium-ion batteries were first mass-produced in the early 1990s, and they are performing a key role in the move away from reliance upon fossil fuels. However, using lithium to store energy presents a new set of risks to property underwriters.
This session is designed to draw the underwriter’s and broker’s attention to these risks and why rating and wording alterations may be needed to counter this growing problem.
Tue 24 Jun 1:00 pm – 2:00 pm
David Hole, Nick Thomas & Associated Ltd