Previous events

All previous events

2019 Annual Luncheon

  • Fri 11 Oct 12:00 pm – 3:00 pm
  • Aloft, Liverpool
    • Graham Gordon, LexisNexis Risk Solutions

This networking opportunity gives us the chance to enjoy a superb three course meal and celebrate the achievements of the 2018 examination candidates.

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An Introduction to Negotiation Skills for Insurance Professionals

  • Tue 08 Oct 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Jeff Heasman

Good negotiation skills are crucial to many different roles within the insurance industry, and though we may not realise it, most of our day-to-day work centres around negotiations. That said, little or no formal training is devoted towards these essential skills specifically within the insurance industry.

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Insuring Futures: How the profession must adapt to achieve real equality

  • Thu 03 Oct 12:00 pm – 2:30 pm
  • Evelyn Partners Offices
    • Adam Owen

In this talk, Adam Owen takes a look at the unconscious biases that, if left unchecked, can create unequal outcomes even when we think we are doing the right thing.

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Creating and Retaining Customer Loyalty

  • Tue 10 Sep 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Debbie Taylor, Circle Leadership

In this era of Customer Retention, excellence in customer service is the single most important element determining your company’s future success or failure.

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AF7 Revision Course

  • Wed 28 Aug 9:00 am – 4:30 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for AF7 (Pension Transfers).

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AF1 Revision Course

  • Tue 27 Aug 9:00 am – 4:30 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for AF1 (Personal Tax & Trust Planning).

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Seven Deadly Sins

  • Tue 09 Jul 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Mike Wood, Griffiths and Armour

What are insurance brokers doing wrong? How can they fix it?

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Insurance Institute of Liverpool Insurance and Financial Services Careers Event

  • Thu 04 Jul 9:30 am – 3:00 pm
  • Crowne Plaza

On Thursday 4th July 2019, Liverpool Insurance Institute are hosting a free careers event at the Crowne Plaza in Liverpool, between 10am and 3.30pm. This event is aimed at Year 11-13 and college students to introduce them to the career possibilities in the exciting worlds of Insurance and Financial Planning. As well as hearing form apprentices and graduates, key industry experts will be on hand to talk about their experiences.

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2019 Golf Day

  • Fri 28 Jun 9:00 am – 8:00 pm
  • West Derby Golf Course

Annual Insurance Institute of Liverpool Golf Day

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Summer Quiz

  • Thu 20 Jun 5:30 pm – 10:30 pm

BIBA Merseyside, North Wales, Cheshire and IOM Region Summer Quiz held in conjunction with The Insurance Institute of Liverpool

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Explosion Investigations

  • Tue 11 Jun 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Charlie Gardner, Burgoynes

Explosions result in very dramatic damage, which can be localised to the area or the building where it originated, or it can have far reaching effects to neighbouring properties and businesses.

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Pensions D-Day: using 20/20 hindsight to prepare for a 2020 vision

  • Thu 06 Jun 12:00 pm – 2:30 pm
  • Evelyn Partners Offices
    • James Jones-Tinsley FPMI APFS, Barnett Waddingham LLP

Pensions D-Day: On the 75th anniversary of the Normandy landings, James explores next year’s anticipated D-Day for pensions, where the ‘D’ stands for ‘Default Investment Pathways’; one of the ‘remedies’ proposed by the FCA - as part of their Retirement Outcomes Review – to help those consumers who go into drawdown on a non-advised basis.

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Financial Suitability Workshop

  • Thu 16 May 8:45 am – 4:30 pm
  • Museum of Liverpool

The Insurance Institute of Liverpool is happy to annouce that they are offering members the chance to sign up to a financial suitability workshop. This workshop will take you on a deep dive into what ‘suitability’ means in 2019.

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New Age Terrorism requires New Age Solutions

  • Tue 14 May 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Sarah Moore

Steve Coates is Chief Underwriting Officer for Pool Re and has been in post since 2012. He is responsible for all aspects of underwriting, claims, modelling, exposure management and external retrocession.

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R03 Revision Course

  • Fri 26 Apr 9:00 am – 4:00 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for R03 (Personal Taxation). This is a must for anyone planning to sit the R03 exam.

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Annual General Meeting 2019

  • Wed 17 Apr 5:15 pm – 6:15 pm
  • Hard Days Night Hotel

We need you! (To get down to our AGM, that is...)

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Vulnerable Clients – Vulnerable Business

  • Thu 11 Apr 12:00 pm – 2:30 pm
  • Evelyn Partners Offices
    • Paul Ruscoe, Quilter Cheviot

In the world of pension freedoms, we are constantly being told that clients are living longer and we have to ensure that we provide them a sustainable income so that they can enjoy their retirement. However, what are we doing for those clients who cannot enjoy their retirement.

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Flood and the 3 Rs – Reinstatement, Resilience and Resistance

  • Tue 09 Apr 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Mike Bond, Vericlaim

Flooding is a huge topic for UK insurers. Flood Re is now up and running but there is little appreciation of the next task they face which is to try and deliver a return to risk reflective pricing in a little over 20 years.

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Performing Brilliantly in Business

  • Wed 27 Mar 8:00 am – 12:00 pm
  • Aloft, Liverpool
    • Lisa Akesson, RADA Business
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The Power of Inclusion

  • Wed 13 Mar 5:30 pm – 8:30 pm
  • One Fine Day
    • Irene Afful

It’s time to talk about diversity! This is our first diversity event, hosted with the CISI, which will focus on gender equality, stereotypes and challenges faced by both males and females.

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