Financial Liverpool

Financial Liverpool is a society for professionals working in the financial services sector in Merseyside, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.

We host ten meetings per year, usually the first Thursday of the month (from 2018 onwards).

The current format is a talk for about an hour followed by a lunch where you can network with fellow members.   The events start at noon and are hosted by Tilney in the Royal Liver Building.

The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £60 applies for your firm's annual membership).

Click here for more information on how to join.

Financial Liverpool used to be called Merseyside Life & Pensions.

Upcoming (0)

Sorry, there are no upcoming events

Past (68)

Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar primary image

Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar

Thu, Jun 4, 12:00 PM

Free

Financial Liverpool 04/20 - Market update - Zoom webinar primary image

Financial Liverpool 04/20 - Market update - Zoom webinar

Thu, Apr 30, 12:00 PM

Free

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes primary image

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes

Thu, Mar 5, 5:30 PM

Free

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income primary image

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income

Thu, Feb 6, 12:00 PM

Free

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers primary image

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers

Thu, Jan 9, 11:45 AM

Free

Financial Liverpool 11/19 - Tax and Estate planning update primary image

Financial Liverpool 11/19 - Tax and Estate planning update

Thu, Nov 7, 12:00 PM

Free

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality primary image

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality

Thu, Oct 3, 12:00 PM

Free

Financial Liverpool 09/19 Back to the future: Volatility returns for real?  primary image

Financial Liverpool 09/19 Back to the future: Volatility returns for real?

Thu, Sep 5, 12:00 PM

Free

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers primary image

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers

Thu, Jul 4, 11:30 AM

Free

Financial Liverpool June 2019 talk - Pension Update primary image

Financial Liverpool June 2019 talk - Pension Update

Thu, Jun 6, 12:00 PM

Free

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next? primary image

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next?

Thu, May 2, 12:00 PM

Free

Financial Liverpool April 2019 talk - Vulnerable Clients primary image

Financial Liverpool April 2019 talk - Vulnerable Clients

Thu, Apr 11, 12:00 PM

Free

Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar primary image

Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar

Thu, Jun 4, 12:00 PM

Free

Financial Liverpool 04/20 - Market update - Zoom webinar primary image

Financial Liverpool 04/20 - Market update - Zoom webinar

Thu, Apr 30, 12:00 PM

Free

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes primary image

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes

Thu, Mar 5, 5:30 PM

Free

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income primary image

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income

Thu, Feb 6, 12:00 PM

Free

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers primary image

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers

Thu, Jan 9, 11:45 AM

Free

Financial Liverpool 11/19 - Tax and Estate planning update primary image

Financial Liverpool 11/19 - Tax and Estate planning update

Thu, Nov 7, 12:00 PM

Free

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality primary image

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality

Thu, Oct 3, 12:00 PM

Free

Financial Liverpool 09/19 Back to the future: Volatility returns for real?  primary image

Financial Liverpool 09/19 Back to the future: Volatility returns for real?

Thu, Sep 5, 12:00 PM

Free

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers primary image

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers

Thu, Jul 4, 11:30 AM

Free

Financial Liverpool June 2019 talk - Pension Update primary image

Financial Liverpool June 2019 talk - Pension Update

Thu, Jun 6, 12:00 PM

Free

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next? primary image

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next?

Thu, May 2, 12:00 PM

Free

Financial Liverpool April 2019 talk - Vulnerable Clients primary image

Financial Liverpool April 2019 talk - Vulnerable Clients

Thu, Apr 11, 12:00 PM

Free

Financial Liverpool is a society for professionals working in the financial services sector in Merseyside, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.

We host ten meetings per year, usually the first Thursday of the month (from 2018 onwards).

The current format is a talk for about an hour followed by a lunch where you can network with fellow members.   The events start at noon and are hosted by Tilney in the Royal Liver Building.

The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £60 applies for your firm's annual membership).

Click here for more information on how to join.

Financial Liverpool used to be called Merseyside Life & Pensions.

Events

Sorry, there are no upcoming events
Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar primary image

Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar

Thu, Jun 4, 12:00 PM

Free

Financial Liverpool 04/20 - Market update - Zoom webinar primary image

Financial Liverpool 04/20 - Market update - Zoom webinar

Thu, Apr 30, 12:00 PM

Free

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes primary image

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes

Thu, Mar 5, 5:30 PM

Free

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income primary image

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income

Thu, Feb 6, 12:00 PM

Free

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers primary image

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers

Thu, Jan 9, 11:45 AM

Free

Financial Liverpool 11/19 - Tax and Estate planning update primary image

Financial Liverpool 11/19 - Tax and Estate planning update

Thu, Nov 7, 12:00 PM

Free

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality primary image

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality

Thu, Oct 3, 12:00 PM

Free

Financial Liverpool 09/19 Back to the future: Volatility returns for real?  primary image

Financial Liverpool 09/19 Back to the future: Volatility returns for real?

Thu, Sep 5, 12:00 PM

Free

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers primary image

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers

Thu, Jul 4, 11:30 AM

Free

Financial Liverpool June 2019 talk - Pension Update primary image

Financial Liverpool June 2019 talk - Pension Update

Thu, Jun 6, 12:00 PM

Free

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next? primary image

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next?

Thu, May 2, 12:00 PM

Free

Financial Liverpool April 2019 talk - Vulnerable Clients primary image

Financial Liverpool April 2019 talk - Vulnerable Clients

Thu, Apr 11, 12:00 PM

Free

Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar primary image

Financial Liverpool 06/20 - Post-Pandemic Pensions - what could change? Zoom webinar

Thu, Jun 4, 12:00 PM

Free

Financial Liverpool 04/20 - Market update - Zoom webinar primary image

Financial Liverpool 04/20 - Market update - Zoom webinar

Thu, Apr 30, 12:00 PM

Free

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes primary image

Financial Liverpool 03/20 - Wine tasting and motivational talk from John Haynes

Thu, Mar 5, 5:30 PM

Free

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income primary image

Financial Liverpool 02/20 - Infrastructure investing for inflation linked income

Thu, Feb 6, 12:00 PM

Free

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers primary image

Financial Liverpool AGM and January 2020 talk - Defined Benefit Transfers

Thu, Jan 9, 11:45 AM

Free

Financial Liverpool 11/19 - Tax and Estate planning update primary image

Financial Liverpool 11/19 - Tax and Estate planning update

Thu, Nov 7, 12:00 PM

Free

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality primary image

Financial Liverpool 10/19 - Insuring futures: How the profession must adapt to achieve real equality

Thu, Oct 3, 12:00 PM

Free

Financial Liverpool 09/19 Back to the future: Volatility returns for real?  primary image

Financial Liverpool 09/19 Back to the future: Volatility returns for real?

Thu, Sep 5, 12:00 PM

Free

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers primary image

Financial Liverpool July 2019 talk - Tish Hanifan of Society of Later Life Advisers

Thu, Jul 4, 11:30 AM

Free

Financial Liverpool June 2019 talk - Pension Update primary image

Financial Liverpool June 2019 talk - Pension Update

Thu, Jun 6, 12:00 PM

Free

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next? primary image

Financial Liverpool May 2019 talk - Maxed Out ISA; Pension Full; What's Next?

Thu, May 2, 12:00 PM

Free

Financial Liverpool April 2019 talk - Vulnerable Clients primary image

Financial Liverpool April 2019 talk - Vulnerable Clients

Thu, Apr 11, 12:00 PM

Free