Previous events
This month
An introduction to Sean's Place
Our President's charity this year is Sean's Place. At Sean’s Place, their aim is to improve men’s mental health and well-being across Merseyside, through support specifically identified to improve confidence and self-esteem for men whilst reducing depression, stress and anxiety and suicidal thoughts. Please join us for the chance to find out more about Sean's Place, the support that they can provide and how you can access help for yourself or your loved ones.
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MCA and IIM - Half Day Mock Trial
Members of the Insurance Institute of Liverpool have been invited to attend an engaging and informative event being held by the Manchester Claims Association & The Insurance Institute of Manchester, where industry experts will share their knowledge and insights on various topics, including FND (Functional neurologic disorder) and a mock JSM (Joint Settlement Meeting).
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Behind the Scenes - Liverpool Adelphi Hotel
IIL have arranged a behind the scenes tour of the famous Adelphi Hotel. For nearly 200 years the Adelphi Hotel has been at the centre of the life of Liverpool as a city. The association that IIL has with the Adelphi goes back to our origins with one of our earliest dinners being held at the Adelphi in 1908! The hotel has been used in series such as Brideshead Revisited, Cilla, Peaky Blinders as well as by Netflix. Most of the original features of the century-old Adelphi have survived. Come and join us for a behind the scenes tour of this fascinating hotel and enjoy drinks and nibbles very kindly sponsored by the Adelphi Hotel for those attending.
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Behind the Scenes - Liverpool Empire Theatre - Fri 10th Oct
IIL have arranged a behind the scenes tour of the Empire Theatre in Liverpool City Centre. The Liverpool Empire Theatre is the largest two-tier theatre in the UK, hosting the very best in touring productions. Join us to experience an immersive and informative guided tour inside the historical Grade ll listed theatre.
View event detailsCANCELLED: Financial Liverpool - Growing Stronger Communities Together: How financial planning and philanthropy can work hand in hand
We regret to inform you that we have had to cancel our upcoming CPD event due to a shortage of registrations. We appreciate your interest and understanding, and we’re sorry for any inconvenience this may cause. We’re hopeful that we’ll be able to reschedule and offer this event again in the new year, as we recognise the value and relevance of the topic for our members. Thank you for your continued support, and we look forward to welcoming you to our future events. Kind regards, Financial Liverpool
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What is Modern Slavery?
Did you know that many people are not aware of the definition of modern slavery and so are not able to recognise the signs when they could be all around them. Do you know the definition of modern slavery? Do you realise that criminal exploitation is a growing problem in the UK especially in relation to young men and county lines? Would you know what signs to look out for? What can you do if you suspect someone is being exploited? If you would like answers to these questions and a chance to find out more about the important work that Causeway undertakes, please register for this webinar. Causeway is a national charity with a strong Liverpool base who lead the way in driving lasting, positive change in our society. They are passionate about reducing modern slavery, crime and exploitation and empowering the people they support to live independently in their communities.
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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.
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IIL 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!
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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!
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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.
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Summer Ball
We’re delighted to be bringing back our Summer Ball. Booking is now open!
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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!
View event detailsLove Lane Brewery Tour and Tasting
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.
View event detailsWEBINAR: 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.
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Financial Liverpool - Pathways to Prosperity: Shaping the Future of Financial Planning
Financial Liverpool are delighted to invite you to our Pathways to Prosperity event, delivered by NextGen Planners, Simply Academy and sponosored by Sarasin Partners.
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IIL Careers Day - 3rd July 2025
The Insurance Institute of Liverpool is delighted to offer young people in Year 12 or above the opportunity to attend a Careers in Insurance and Financial Planning Insight Event. This free event is designed to provide an opportunity to learn about the huge range of exciting careers and different roles within what can be an overlooked career sector.
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Financial Liverpool - Relevant Life and Business Protection
Financial Liverpool are delighted to invite you to our webinar, hosted by Aviva, discussing Relevant Life Assurance.
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Financial Liverpool - Let the Legacy Live on - one year on!
On behalf of Financial Liverpool, The Personal Finance Society and the CISI Liverpool branch, we invite you to book your place to join us for our second joint event in central Liverpool and to hear two insightful presentations on Legacy and Inheritance Tax Planning.
View event detailsAnnual General Meeting 2025
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today. The AGM will be held at RSA's offices, located in the City Buildings on Old Hall Street Liverpool, L3 9BS, with drinks afterwards at City Wine Bar.
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Retired Members - Lunch and Catch Up
IIL Council would love to invite you to come along, enjoy a bowl of Ma Boyles famous Scouse and catch up with fellow members who are all enjoying reitrement. Lunchtime on Friday 28th March from 12 noon to 2pm. Please do let us know if you have any dietary requirements.
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