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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.
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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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2025 Insurance Institute of Liverpool Annual Dinner
We are delighted to invite you to our 2025 IIL Annual Dinner which we are holding for the first time at the Titanic Hotel, Stanley Dock, Regent Rd, Liverpool L3 0AN. The dress code is Black Tie and the ticket price is £75.00 per person. There will be a three course meal and a welcome drink on arrival. The speakers for the evening are Mr Jonathan Cope, Managing Director, Specialty Lines, RSA Insurance Group Limited and Mr Matthew Hill, CEO, Chartered Insurance Institute. Our guest speaker is star of stage and screen Alicya Eyo, recognisable to millions for her roles as Denny Blood in Bad Girls and Ruby Haswell in Emmerdale. Causeway is the President’s charity for the year, who, with an office in Liverpool, exist to create lasting change for marginalised and vulnerable people.
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The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated
The Rise of Errors and Omission Claims Against Brokers
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FL 2025 AGM & Tackling post-Budget pension blues
Barnett Waddingham's James Jones-Tinsley returns to discuss the recent updates to pensions and IHT planning since the budget was announced in October, covering: ⚖️ Technical Consultation on IHT & Pensions 💰The clash between the FCA and the FCA regarding having the PCLS refunded into a pension. 📖 The Advice Guidance Boundary Review
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CPD Webinar: Why underinsurance in home contents is so prevalent and practical tips & tools to address it
The training being offered will cover the subject of underinsurance, which the industry recognises as a major issue. We will look specifically at contents insurance, primarily for private clients, but also commercial.
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IIL Celebration Event & Networking - Tuesday 14th January 2025
The Insurance Institute of Liverpool are hosting a Celebration Event to acknowledge and recognise all our members who have completed their qualifications during since 2022. We would like to invite you to join us at the Aloft Hotel, No 1 North John Street, Liverpool on Tuesday 14th January from 5:30pm until 7pm for drinks and nibbles and to allow us the opportunity to recognise the achievements of our recently qualified members. We are fortunate to have Gill White, Member Engagement & Learning Director from the Chartered Insurance Institute attending who is going to say a few words and present a number of exam awards. It will be a great opportunity for you to meet fellow members of the IIL and help to develop your network. Please come along to meet and chat to fellow members over a drink and some nibbles!!
View event detailsCritical business interruption learnings following the Infinity Reliance judgement
One of the most important judgements in recent times relating to Bi insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward. Average was applied by Aviva to the Bi claim following a large loss, and the broker was held liable for most of the shortfall, which was nearly £3m, due to their failure on a number of points. This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, looks to understand how brokers are exposed following this judgement and how to take practical steps to ensure the right procedures to mitigate these exposures. This webinar is a must for all broking staff and has significant relevance for underwriters and claims staff also.
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Financial Liverpool's Christmas Celebration!
We look forward to welcoming you to join us for our Christmas event. We can offer the following: CPD - UK Gilts / Gold the alternative to Equities- currently offering ( much ) less risk with greater potential reward Christmas Quiz Festive Nibbles Get yourself in the Christmas Spirit and come join us!
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IIL Christmas Quiz
The IIL are looking forward to hosting our annual Christmas Quiz on Thursday 21st November 2024 at City Wine Bar. We would love you to join us. Food and fun for everyone - come along and join us for our annual Christmas Quiz accepting it may be a little early for Christmas but will definitely get you in the mood for the festive season! Teams will consist of 6 people but if you don’t have a team don’t worry, we will be making the teams up for the evening. A huge thank you to RSA for agreeing to sponsor a free drink for everyone who attends! We look forward to seeing you there to begin the celebrations!
View event detailsFinancial Liverpool - Coaching Clients Through Economic Cycles and Julie Calvert's Retirement
Angie Staunton will share Vanguard’s latest content and will help us focus on the things that matter to clients while encouraging us to think about how to better implement the coaching element of financial planning. We will then follow with drinks and nibbles to celebrate our brilliant committee member, Julie Calvert's retirement.
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Insurance in an Uncertain World
Following a recent change in government and the current economic landscape, we will explore the impact on Insurance in today's uncertain world. This a full day event with a variety of topics presented by industry professionals with debates and Q&As and a chance to Network.
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Behind the Scenes - Liverpool Empire Theatre - Fri 1st Nov
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.
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Behind the scenes - Gillmoss Recycling Centre
IIL have arranged a Behind the Scenes visit to Gillmoss Recycling Centre to learn more about what can be recycled and what happens to our recycling and waste once it has been collected by the local Council.
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Behind the scenes - Mersey Tunnel Tour - 30th September
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.
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