Webinars

Successful investors make the most of the tax reliefs available to them and avoid the tax traps which can catch out the unsuspecting. In this webinar, which is aimed at high earners, we outline the various tax allowances and limits that apply to your pension arrangements and explore how careful planning can give your retirement savings a boost.

22^nd January
10 am Microsoft Teams registration
1pm Zoom registration

Scotland has more income tax brackets than the rest of the UK. Knowing how to maximise the available tax reliefs and avoid potential tax pitfalls can simplify planning for the future. In this webinar we focus on Scottish income tax as we outline the various tax allowances and limits that apply to your pension arrangements and explore how careful planning can give your retirement savings a boost.

24^th January
10 am Microsoft Teams registration
1pm Zoom registration

For almost two in three women (64%) who took part in Fidelity International’s 2024 Women and Money study¹, financial independence means having a personal income which doesn’t rely upon support from anyone else. Financial empowerment is about having options. Join us for this webinar where we’ll explore the subject of women and money and share some tips on how to feel financially empowered. There’ll also be time for any questions that might be on your mind.

6th March
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

¹ Research was conducted by Opinium Research commissioned by Fidelity International. The survey is based on responses of 2,000 UK adults and was carried out between 14th and 27th May 2024.

The benefits of investing often only become clear over the medium to long term, when any savings held in cash could lose value as inflation takes its toll. But where do you start, and what questions should you be asking yourself before entering the world of investing? Join this webinar to gain the confidence to start planning your future goals. There will also be plenty of time for questions at the end of the session.

20^th March
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

Particularly relevant for people who have retirement in their sights, this webinar will explore the various retirement options available. We'll also have a look at the State Pension, how tax is applied to your retirement income, and consider some of the allowances that can play a part in your decision making. At the end, we'll have a live Q&A session to address any questions which might be on your mind.

29^th April
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

Retirement can last a long time, and deciding the best way to access your pension fund is not always straightforward. This webinar will focus primarily on the differences between opting for income drawdown, buying an annuity, or taking cash in chunks. We’ll delve into some of the detail to help you work out which option might be right for you. There will also be time for your questions at then end.

14^th May
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

Our financial wellness is based on four main pillars – budgeting, debt, savings and protection. But how you feel about your financial situation can be equally as important when it comes to your overall financial wellness. Join this webinar where we’ll explore the four pillars and provide some tips to help your financial situation both now, and into the future. We’ll also have plenty of time for questions at the end of the session.

18^th June
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

We promise not to use any jargon as we examine the five most important things to think about when planning for your future – contributions, beneficiaries, investments, transfers and the various ways by which you can access your retirement savings. We’ll also show some tips on how to work out what standard of living you‘d like in retirement, and how to find out whether you’re on track. Feedback from similar session in the past shows that the Q&A session at the end is normally very useful for everyone.

23^rd September
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

We’re all human, and we all have the ability to make mistakes. In the world of investing, some mistakes are made so regularly that we should all take notice and learn from other people’s misfortune. Join Rob Booth in conversation with Tom Stevenson as they put a spotlight on some of the most common examples and explore how you can avoid doing the same. We’ll have time for questions at the end.

22^nd October
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

We celebrate Black History Month by focusing on financial wellness and future planning within the Black community. We’ll share tips on managing finances to achieve long-term goals and discuss how you can leverage workplace pensions and government schemes to create a legacy of wealth and security. We’ll end with an open Q&A with the hosts.

8^th October
10 am Microsoft Teams registration
1pm Zoom registration
(registration will open shortly – please come back)

Particularly aimed at those who are beginning to think about what their savings goals might be, this webinar will focus on the areas of financial resilience that are most relevant to those who are starting out. We'll look at how to strike a balance between enjoying today while making sure your future self is looked after.​

18^th November​
10 am Microsoft Teams registration​
1pm Zoom registration​
(registration will open shortly – please come back)

Especially relevant to people in the middle of their working life, this webinar will run through the various questions that we should be asking ourselves to help assess our current financial situation and create meaningful goals for the future. To put it another way, how do we go about giving ourselves a mid-life MOT.

19^th November​
10 am Microsoft Teams registration​
1pm Zoom registration​
(registration will open shortly – please come back)

Particularly relevant for people who have retirement in their sights, this webinar will explore the various retirement options available to us. We'll also have a look at the State Pension, how tax is applied to your retirement income, and consider some of the allowances that can play a part in your decision making. At the end, we'll have a live Q&A session to address any questions which might be on your mind.​

20^th November​
10 am Microsoft Teams registration​
1pm Zoom registration​
(registration will open shortly – please come back)