Previous events
All previous events
Vulnerable Customers
The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society.
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Caveat Emptor – Let the buyer beware!
The advent of the global financial crisis and the resultant quantitative easing program by Central Bankers has created worrying distortions in financial markets. It has also heavily influenced the types of solutions advisers are choosing for their clients and 2019 is likely to be the year where this more recent conventional wisdom will be challenged.
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R02 Revision Course
The Insurance Institute of Liverpool is delighted to announce that we will be running another a full-day revision course for R02 (Investment Principles and Risks). This is a must for anyone planning to sit the R02 exam.
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The Future of Commercial Insurance Broking
The Future of Commercial Insurance Broking report was created by co-founder of Konsileo John Warburton alongside the CII and PKF Littlejohn. This report takes a deep dive on how the commercial insurance industry has changed over the last 10 years, as well as looking 10 years into the future and how the industry could evolve over time.
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Insurance Institute of Liverpool Annual Dinner
Carly Dunningham APFS, President of the Insurance Institute of Liverpool is delighted to announce that our Annual Dinner will take place on Friday 25th January 2019 at the Crown Plaza Hotel, Princes Dock, Liverpool, with Pavis Financial Management as our main sponsor.
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Is Content Marketing the best way to engage clients
In this session we’ll look at how to make your business stand out in your area using content marketing. How to engage with clients and build trust so they seek to do business with you.
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Financial Liverpool Christmas Lunch
Annual Christmas Lunch Join us to celebrate Christmas and welcome in the New Year. As well as providing CPD, this is a social event with an element of fun. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games.
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Divorce, Tax and Valuations
Wayne Dutton and colleagues from PwC will present on a number of valuation and tax issues that are relevant to persons going through a divorce or dissolution of a civil partnership.
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Insurance Institute of Liverpool Christmas Quiz
The Insurance Institute of Liverpool are pleased to host our ‘Christmas Jumper Quiz Night’ this November, a fun filled night full all things quizzical! The theme is "All things Christmas" so bring along some festive cheer, and of course a Christmas jumper!
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Fit to drive - Fit for work
Back by popular demand. Insurance Institute of Liverpool are pleased to announce the return of one of our most popular speakers.
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The Dog That Hasn't Barked
In this topical talk, Andrew Ramsbottom will discussing the current bond and fixed interest landscape
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Overview and outlook for the UK economy
Who should attend: Anyone running a business that is affected by the performance of the UK economy, or by what happens to interest rates and inflation.
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The increasing need for effective care planning
The target audience will be financial planners, paraplanners, accountants, legal professionals and investment managers.
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Emotional Intelligence
The aim of the session is to differentiate between having an emotion and doing somehting about it. It will introduce and establish the importance of emotional intelligence.
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The way to Tipperary: managing low risk portfolios
This presentation considers how Multi-Asset Investors can make best use of risk assets at the moment to provide outperformance in low-risk portfolios. It includes an overview of the key threats / opportunities in the current environment. Please note change of topic for this event. This was previously advertised as Behavioural Finance, but LGIM have presented on this in the region recently so we decided to change it.
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AF7 Revision Course
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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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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