Webinars

Latest insights on the markets, the economy and investing

Managing your wealth in a period of uncertainty

Having balanced and diversified portfolios, and clearly planned financial goals, are crucial for long-term success of your investments including your pension. In this webinar we explore how to protect your savings and investments in disruptive market environments.

In partnership with The Lawyer.

  • Host: Matt Conradi, Head of Client Advisory; Gerard Lyons, Chief Economic Strategist; Matt Byrne, Editor, The Lawyer
  • Duration: 55 mins

Will your pension last your lifetime?

Having a strategy for when and how to draw from your pension is essential. But what if you live longer than expected? We discuss what strategy and digital tools are available to help you plan a successful retirement.

In partnership with Investors Chronicle.

  • Host: Charlotte Ransom, CEO; Matt Conradi, Head of Client Advisory
  • Duration: 50 mins

How much do I need to retire?

Saving for retirement is more than just about pensions. Learn about the key factors to model for and elements to control when planning and funding your retirement.

In partnership with The Lawyer.

  • Host: Charlotte Ransom, CEO; Matt Conradi, Head of Client Advisory
  • Duration: 45 mins

Build your smart financial plan in 7 steps

Do you have a robust financial plan aligned with your financial goals? Our qualified financial planners will help you understand the factors you can control and optimise.

  • Host: Charlotte Ransom, CEO; Matt Conradi, Head of Client Advisory
  • Duration: 33 mins

Will I have enough for my retirement?

Our team demonstrate different withdrawal strategies to extend the life of your pension, and the balance between your income in retirement and inheritance tax planning.

In partnership with ICAEW and ACCA.

  • Host: Charlotte Ransom, CEO; Matt Conradi, Head of Client Advisory
  • Duration: 55 mins

Navigating the next bear market

Prepare yourself and your investments for the next downturn. Hear from our panel of financial experts and learn how you can navigate the next bear market.

  • Host: Gerard Lyons, Chief Economic Strategist; Iain Barnes, Head of Portfolio Management
  • Duration: 36 mins

Why not join us in person?

Meet the team and hear our specialists' views on the economy and financial markets.

Investor Events

“One of a number of new services undercutting existing wealth managers and squarely aimed at well-off investors who want value for their money.”

The Sunday Telegraph