Our online presentations help members understand their finances and how to plan for the future. We seek to inform, entertain and educate on a variety of topics. You’ll find a full list of upcoming live events as well as on-demand webinars, please come back for regular updates.
Designed for anyone under the age of 30, this webinar will focus on the areas of financial resilience that are particularly 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. There will also be a live Q&A at the end of the session.
19 November
10am Microsoft Teams registration
1pm Zoom registration
Especially relevant to those between the ages of 30 and 50, 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. There will be a live Q&A at the end to address any questions which might be on your mind.
20 November
10am Microsoft Teams registration
1pm Zoom registration
Particularly relevant for people over the age of 50 who are starting to give some more thought to what the future might look like, 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 our retirement income, and consider some of the allowances that can play a part in our decision making. At the end, we'll have a live Q&A session to address any questions which might be on your mind.
21 November
10am Microsoft Teams registration
1pm Zoom registration
To view these videos and to make sure you’re always watching the most up-to-date version, we suggest you embed them on your own internal platform. Find out how
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Description |
Date uploaded |
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Expiry date |
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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 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. |
13th Feb 2024 |
51:10 |
31 Dec 2024 |
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Regular saving is a great habit to have, as it can provide you more options and flexibility in the future. We know that having saving goals increases commitment and improves self-control, but how do you balance saving for retirement while also preparing for life moments like buying a home or having children? Join this webinar to get a framework for your finances to help you plan ahead with confidence. |
7th Mar 2024 |
50:31 |
31 Dec 2024 |
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Aimed at an audience aged 50 and older, this interactive session gives practical and relatable guidance around understanding what retirement could look like, and the steps you can take to plan ahead. |
1st May 2024 |
40:51 |
31 March 2025 |
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Want to make smarter investing decisions? Join this webinar where Rob Booth will ask Ed Monk to explain Fidelity's five guidelines for good investing, including when to start, how to manage risk and how to make it last. |
16th June 2024 |
59:43 |
31 July 2025 |
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In this webinar we promise not to use any jargon as we talk through the five most important considerations when planning for your future - contributions, beneficiaries, investments, transfers and how you can access your pension savings. |
17th Sept 2024 |
1:00:41 |
31 Aug 2025 |
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