Webinars

Latest insights on the markets, the economy and investing

Can I still afford to retire as planned?

Saving for retirement is more than just about pensions. Learn about the key factors to model for, how to better manage your drawdown and make more informed decisions about your retirement.

  • Host: Tom Kimche, Client Adviser
  • Duration: 30 minutes

Is now the right time to invest my cash?

Are you trying to match your savings and investments with your future needs? This webinar looks at when is the right time to start investing and strategies for moving from cash to being invested.

  • Host: Sam Pitts-Tucker, Senior Client Adviser
  • Duration: 40 minutes

Protecting your investments in a period of uncertainty

How can you best protect your savings and investments during this volatile period? This webinar aims to help you make better informed investment decisions and understand the importance of having clearly planned financial goals.

  • Host: Matt Conradi, Head of Client Advisory; Iain Barnes, Head of Portfolio Management
  • Duration: 44 minutes

How to define a long-term investment goal during uncertainty

Our panel of experts discuss how to prepare your savings and investments during uncertain economic and market conditions, taking into consideration the factors within your control to mitigate the risk of uncertainty and structuring your portfolio.

In partnership with ICAEW and ACCA.

  • Host: Charlotte Ransom, CEO; Iain Barnes, Head of Portfolio Management
  • Duration: 56 minutes

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

Want more specialist insights?

Our team write regular articles, investment updates and economic analysis to help keep you informed.

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