Events
Forthcoming events
Insurance Institute of Liverpool Young Member Social
🎳 Strike up conversations and connections! Join us for an exciting evening of bowling, darts, and fun-filled activities.
🤝 Network with fellow Young Members and meet professionals from across the insurance and financial planning sectors.
🍕 Enjoy great food, games, and good company—because networking should be fun!
Thu 18 Sep 6:00 pm – 11:00 pm
PINS Social Club
PFS Liverpool Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future
Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
Tue 23 Sep 8:30 am – 3:35 pm
Village Liverpool
How Financial Planning and philanthropy can work hand in hand
We’ll hear from Paul Welsh of FPC and Rae Brooke, CEO of the Community Foundation for Lancashire and Merseyside (CFLM), about how strategic philanthropy can transform local communities and our client's lives.
Thu 09 Oct 8:30 am – 10:00 am
Paul Welsh, FPC
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
Behind the scenes - Mersey Tunnel Tour
IIL has arranged for a Mersey Tunnel Tour to take you on a unique behind the scenes look at the famous Queensway Mersey Tunnel, which opened in 1934.
The tour is limited to 20 people starting at George's Dock Building.
Once we have finished the tour, we will adjourn to a local hostelry for a chance to chatabout the experience!
Thu 15 Jan – Mon 30 Sep
Mersey Tunnel Tour
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
Financial Liverpool - The Psychology of Retirement Planning
Retirement planning is more than just crunching numbers. It's about understanding the emotional and behavioural landscape of your clients as they navigate this major life transition. Join us as Ben Kumar from 7IM talks all things retirement planning.
Thu 11 Sep 12:00 pm – 2:00 pm
Ben Kumar, 7IM
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
Summer Drinks with Networking
Come and join us for Summer Drinks with a chance to network with fellow members of the Insurance Institute of Liverpool. You do not have to be a member of the CII or PFS to join us - this is a chance for us all to meet and make new connections all whilst enjoying the Tempest on Tithebarn Street's rooftop setting!
Wed 30 Jul 5:00 pm – 8:00 pm
Tempest on Tithebarn Street
Love Lane Brewery Tour
Discover the art and science behind crafting our exceptional brews with an immersive brewery tour. Whether you’re a beer aficionado, a curious traveller, or simply someone who appreciates great tasting beer, Love Lane's brewery tour promises an unforgettable journey into the heart of their operation.
Thu 10 Jul 6:00 pm – 8:00 pm
Love Lane Brewery Bar and Kitchen
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