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Free webinars with our experts

Important information - This information and our webinars are not personal advice. If you need advice or are unsure if an investment is right for you, please seek advice.

Hear from our experts from the comfort and safety of your home

We want to help you stay home and stay safe while still helping you save and invest with confidence.

Sign up for our webinars for information on managing your retirement plans in these uncertain times.

Choose a webinar

Webinar: Passing on wealth

24 June 2020 - 3pm

Discover the basics of estate planning and inheritance tax (IHT). Learn how to plan and take action on reducing or eliminating your IHT bill.

Book your space

Come along and find out:

  • The basic rules about estate planning and inheritance tax (IHT)
  • How to plan and take action on reducing or eliminating IHT
  • Tips to save money for your loved ones

Come along and find out:

  • The basic rules about estate planning and IHT
  • How to plan and take action on reducing or eliminating IHT
  • Tips to save money for your loved ones

Come along and find out:

  • Get practical tips about how to consider an individual investment strategy
  • Understand investment risk and how to consider it sensibly
  • Discover how to get the best value from investments whilst sticking to your preferred approach

Webinar: Gaining confidence in your investment approach

24 June 2020 - 5:30pm

Practical tips for beginners and experienced investors on how to consider your individual investment strategy, investment risk and getting the best value from investments.

Book your space

Come along and find out:

  • Get practical tips about how to consider an individual investment strategy
  • Understand investment risk and how to consider it sensibly
  • Discover how to get the best value from investments whilst sticking to your preferred approach

Webinar: Retire with confidence

24 June 2020 - 7pm

Learn more about planning your retirement, the key things to think about and how to get the most out of your pension pot.

Book your space

Come along and find out:

  • How an adviser approaches the key considerations in retirement planning
  • How to map out your plans lasting your lifetime
  • Ways to save money by using the appropriate solutions

Come along and find out:

  • How an adviser approaches the key considerations in retirement planning
  • How to map out your plans lasting your lifetime
  • Ways to save money by using the appropriate solutions
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Important information: These webinars are intended to provide information to help you make your own decisions. But remember they are not personal advice or tailored to individual circumstances. You should seek advice if you aren’t sure of an investment’s suitability, your financial plan or your retirement needs. If you’ve got questions about your personal situation, we’ll make it easy for you to arrange a meeting with an adviser to see if advice is right for you. If you decide to go ahead with advice, charges will apply.

We may look at some of the tax and pension rules, but these are subject to change and benefits depend up on individual circumstances. Remember investments and any income they produce, can go up and down in value so you may not get back what you have invested.

Can't make it?

You can book a call with a financial adviser for a time that suits you. They’ll guide you through a range of topics, like planning for the retirement you’ve always wanted, investing for a better income in retirement and how to tackle inheritance tax.

Together you’ll be able to discuss your next steps and whether you could benefit from personalised advice.

Book a call