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Visit Insights to read articles and news to help you make informed decisions about your wealth, or view our upcoming events below

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Our 2021 Webinars series is now live!

Register for our webinars below, we hope you can join as many as possible, keeping you up-to-date on topical issues and how they might affect you, your family and your business. We also have on demand recordings on topics covered last year.

To view previous webinars, click here

September

Private client special

Advanced planning for high earners (income > 500k).

Private Client Special – 8th September 2021

In this webinar, you will learn about:

Do you earn more than £500k per annum? Do you have investable assets of more than £2m? If yes, then this webinar is for you. This webinar takes a deep dive into advanced financial planning for those with more complex affairs.

8th September 5pm to 6pm

Speakers

  • Matt Deegan
    Matt Deegan (Private Clients, St. James’s Place)

Register Now

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

September

Investing for women

Investing for women - family, life events & social impact.

Investing for Women – 29th September 2021

In this webinar, you will learn about:

We have all heard of the gender pay gap, but there is also a gender pension gap. Whereby, by the time a woman reaches retirement age her pension wealth is often considerably less than that of a man her age. Also, women have a longer life expectancy than men, women therefore require that pension pot to support them over a longer period of time. We want to help women address this.

Join this webinar which will specifically look at investing for women and the difference in mindset/ risk appetite, as well as guidance on topics such as financial planning for your family, life events and social impact.

29th September 4pm to 5pm

Speakers

  • Claire Trott
    Claire Trott (Head of Pension Strategy, Technical Connections)
  • Karen Winward
    Karen Winward (Private Clients, St. James’s Place)
  • Sophie Norman
    Sophie Norman (Investment Consultancy, St. James’s Place)

Register Now

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

October

Macro economy update

Q4 Macro economic update.

Q4 Macro Economy Update - 20th October 2021

In this webinar, you will learn about:

An update on the world economy and how this may affect markets, including an interview with our Global Equity Fund Manager:

Greg Lagasse has spent over a decade as a relationship manager at EdgePoint Wealth Management. Over those 10 years, he has continually reinforced the EdgePoint investment approach with retail and institutional clients across Canada. Before joining EdgePoint, Greg was formerly a regional vice president at Manulife Financial Corp. for eight years and Invesco Canada Ltd. for three. He received his diploma in Business Administration from Centennial College.

20th October 5pm to 6pm

Speakers

  • Sophie Norman
    Sophie Norman (Investment Consultancy, St. James’s Place)
  • Greg Lagasse
    Greg Lagasse (Fund Manager, Edge Point)

Register Now

Private Client Special – 8th September 2021

In this webinar, you will learn about:

Do you earn more than £500k per annum? Do you have investable assets of more than £2m? If yes, then this webinar is for you. This webinar takes a deep dive into advanced financial planning for those with more complex affairs.

8th September 5pm to 6pm

Speakers

  • Matt Deegan
    Matt Deegan (Private Clients, St. James’s Place)

Register Now

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Investing for Women – 29th September 2021

In this webinar, you will learn about:

We have all heard of the gender pay gap, but there is also a gender pension gap. Whereby, by the time a woman reaches retirement age her pension wealth is often considerably less than that of a man her age. Also, women have a longer life expectancy than men, women therefore require that pension pot to support them over a longer period of time. We want to help women address this.

Join this webinar which will specifically look at investing for women and the difference in mindset/ risk appetite, as well as guidance on topics such as financial planning for your family, life events and social impact.

29th September 4pm to 5pm

Speakers

  • Claire Trott
    Claire Trott (Head of Pension Strategy, Technical Connections)
  • Karen Winward
    Karen Winward (Private Clients, St. James’s Place)
  • Sophie Norman
    Sophie Norman (Investment Consultancy, St. James’s Place)

Register Now

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Q4 Macro Economy Update - 20th October 2021

In this webinar, you will learn about:

An update on the world economy and how this may affect markets, including an interview with our Global Equity Fund Manager:

Greg Lagasse has spent over a decade as a relationship manager at EdgePoint Wealth Management. Over those 10 years, he has continually reinforced the EdgePoint investment approach with retail and institutional clients across Canada. Before joining EdgePoint, Greg was formerly a regional vice president at Manulife Financial Corp. for eight years and Invesco Canada Ltd. for three. He received his diploma in Business Administration from Centennial College.

20th October 5pm to 6pm

Speakers

  • Sophie Norman
    Sophie Norman (Investment Consultancy, St. James’s Place)
  • Greg Lagasse
    Greg Lagasse (Fund Manager, Edge Point)

Register Now

November

Investing for children

Investing for young people - save your acorns.

Investing for Children - 24th November 2021

In this webinar, you will learn about:

How to best invest for your children and young people. Rob Gardner, Director of Investment Management at St. James’s Place and author of “Save your Acorns”, will talk you through this educational book teaching kids to budget, save, invest, and give back.

24th November 5pm to 6pm

Speakers

  • Rob Gardener
    Rob Gardener (Investment Manager Director, St. James’s Place)

Register Now

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

December

General financial planning

Financial planning & wellbeing for 2022.

Financial Planning and Wellbeing - 8th December 2021

In this webinar, you will learn about:

At the cusp of another new year, and with our overall wellbeing being brought to the fore following the periods of lockdown we experienced, join us for this fascinating webinar. New year, new you - financial planning and financial wellbeing for 2022!

8th December 5pm to 6pm

Speakers

  • Andrew Highfield
    Andrew Highfield (Advisor at Morrison Wealth)
  • Hannah Findlay
    Hannah Findlay (Financial Wellbeing Lead, Morrison Wealth Wellbeing)

Register Now

Investing for Children - 24th November 2021

In this webinar, you will learn about:

How to best invest for your children and young people. Rob Gardner, Director of Investment Management at St. James’s Place and author of “Save your Acorns”, will talk you through this educational book teaching kids to budget, save, invest, and give back.

24th November 5pm to 6pm

Speakers

  • Rob Gardener
    Rob Gardener (Investment Manager Director, St. James’s Place)

Register Now

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Financial Planning and Wellbeing - 8th December 2021

In this webinar, you will learn about:

At the cusp of another new year, and with our overall wellbeing being brought to the fore following the periods of lockdown we experienced, join us for this fascinating webinar. New year, new you - financial planning and financial wellbeing for 2022!

8th December 5pm to 6pm

Speakers

  • Andrew Highfield
    Andrew Highfield (Advisor at Morrison Wealth)
  • Hannah Findlay
    Hannah Findlay (Financial Wellbeing Lead, Morrison Wealth Wellbeing)

Register Now

Past Events

June

Zoom in on life journey stage

Nearing retirement & older families

Your Life Journey – planning to retire and getting your affairs in order – 23rd June 2021

In this webinar, you will learn about:

Part 2 – planning considerations predominantly for those aged 45-65. Those that are nearing Retirement or have older families will be need to address specific issues and complexities. Join our webinar, to find out more about Wills and Powers of Attorney, structuring your retirement income in “decumulation” and starting to save/gift to the younger generation in the most efficient ways. All to ensure you get the retirement you have worked and planned so hard for.

23rd June 5pm to 6pm

Speakers

  • Andrew Stokes
    Andrew Stokes (Head of Pensions, St. James’s Place)
  • Paul Gachet (Director, Exclusively Wills)

If you would like the webinar recording, please email us and we will send this to you.

Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

July

Zoom in on life journey stage/needs

Enjoying retirement & planning your estate.

Your life journey - planning your estate and giving to the next generation – 28th July 2021

In this webinar, you will learn about:

Part 3 – planning considerations predominantly for those aged 65+. Join our webinar, to find out how you can make the most of your retirement income, whilst protecting your assets against large IHT bills and how you can start to consider estate and inter-generational wealth planning.

28th July 5pm to 6pm

Speakers

  • John Hancock
    John Hancock Private Clients, St. James’s Place)
  • Simon Martin (Tax & Trusts Specialist, Technical Connections)

If you would like the webinar recording, please email us and we will send this to you.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

May

Zoom in on life journey stage

Your life journey - saving for the future & protecting what's important.

Your Life Journey – Saving for the Future and Protecting What’s Important - 26th May 2021

In this webinar, you will learn about:

Part 1 – planning considerations predominantly for those aged 25-45. Are you saving (enough) for your retirement? Do you know about the different types of Protection available to you and your family? Join this webinar to discuss protection, school fees planning, investment planning and allowances, as well as starting retirement planning.

26th May 5pm to 6pm

Speakers

  • Gavin McGhee
    Gavin McGhee (Private Clients, St James’s Place)
  • Vas Babeiu (Adviser, Morrinson Wealth)

If you would like the webinar recording, please email us and we will send this to you.

Your Life Journey – planning to retire and getting your affairs in order – 23rd June 2021

In this webinar, you will learn about:

Part 2 – planning considerations predominantly for those aged 45-65. Those that are nearing Retirement or have older families will be need to address specific issues and complexities. Join our webinar, to find out more about Wills and Powers of Attorney, structuring your retirement income in “decumulation” and starting to save/gift to the younger generation in the most efficient ways. All to ensure you get the retirement you have worked and planned so hard for.

23rd June 5pm to 6pm

Speakers

  • Andrew Stokes
    Andrew Stokes (Head of Pensions, St. James’s Place)
  • Paul Gachet (Director, Exclusively Wills)

If you would like the webinar recording, please email us and we will send this to you.

Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

Your Life Journey – Enjoying Retirement and Estate Planning– 28th July 2021

In this webinar, you will learn about:

Part 3 – planning considerations predominantly for those aged 65+. Join our webinar, to find out how you can make the most of your retirement income, whilst protecting your assets against large IHT bills and how you can start to consider estate and inter-generational wealth planning.

28th July 5pm to 6pm

Speakers

  • John Hancock
    John Hancock Private Clients, St. James’s Place)
  • Simon Martin (Tax & Trusts Specialist, Technical Connections)

If you would like the webinar recording, please email us and we will send this to you.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Your Life Journey – Saving for the Future and Protecting What’s Important - 26th May 2021

In this webinar, you will learn about:

Part 1 – planning considerations predominantly for those aged 25-45. Are you saving (enough) for your retirement? Do you know about the different types of Protection available to you and your family? Join this webinar to discuss protection, school fees planning, investment planning and allowances, as well as starting retirement planning.

26th May 5pm to 6pm

Speakers

  • Gavin McGhee
    Gavin McGhee (Private Clients, St James’s Place)
  • Vas Babeiu (Adviser, Morrinson Wealth)

If you would like the webinar recording, please email us and we will send this to you.

April

Macro economy update & budget

Q2 macro economic update & analysis of the Sprint Budget.

Q2 macro economic update & analysis of the Spring Budget - 28th April 2021

In this webinar, you will learn about:

Insights into the world economy and how this may affect markets, as well as an analysis on the Spring Budget and how this could affect you, your family and your business.

28th April 5pm to 6pm

Speakers

  • Darren Johnson
    Darren Johnson (Investment Consultancy, St. James’s Place)
  • Tony Wickenden
    Tony Wickenden (Director, Technical Connections)

If you would like the webinar recording, please email us and we will send this to you.

March

Profit Extraction/ Exit Planning

Your Business - Profit Extraction/ Exit Planning

Your Business - Profit Extraction/ Exit Planning - 10th March 2021

In this webinar, you will learn about:

Business planning considerations, including guidance around profit extraction and exit planning.

10th March 5pm to 6pm

Speakers

  • John Hancock
    John Hancock (Private Clients, St. James’s Place)
  • Martin Brown
    Martin Brown (CEO, Elephant’s Child)

If you would like the webinar recording, please email us and we will send this to you.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

February

Tax-year-end

TYE & Investing in volatile markets/low interest rates.

Tax Year-End & Investing in volatile markets/low interest rates - 24th February 2021

In this webinar, you will learn about:

The various tax year-end planning considerations and investing in volatile markets/ a low interest rate environment.

24th February 5pm to 6pm

Speakers

  • Darren Johnson
    Darren Johnson (Investment Consultancy, St. James’s Place)
  • Tony Wickenden
    Tony Wickenden (Director, Technical Connections)

If you would like the webinar recording, please email us and we will send this to you.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

Q2 macro economic update & analysis of the Spring Budget - 28th April 2021

In this webinar, you will learn about:

Insights into the world economy and how this may affect markets, as well as an analysis on the Spring Budget and how this could affect you, your family and your business.

28th April 5pm to 6pm

Speakers

  • Darren Johnson
    Darren Johnson (Investment Consultancy, St. James’s Place)
  • Tony Wickenden
    Tony Wickenden (Director, Technical Connections)

If you would like the webinar recording, please email us and we will send this to you.

Your Business - Profit Extraction/ Exit Planning - 10th March 2021

In this webinar, you will learn about:

Business planning considerations, including guidance around profit extraction and exit planning.

10th March 5pm to 6pm

Speakers

  • John Hancock
    John Hancock (Private Clients, St. James’s Place)
  • Martin Brown
    Martin Brown (CEO, Elephant’s Child)

If you would like the webinar recording, please email us and we will send this to you.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Tax Year-End & Investing in volatile markets/low interest rates - 24th February 2021

In this webinar, you will learn about:

The various tax year-end planning considerations and investing in volatile markets/ a low interest rate environment.

24th February 5pm to 6pm

Speakers

  • Darren Johnson
    Darren Johnson (Investment Consultancy, St. James’s Place)
  • Tony Wickenden
    Tony Wickenden (Director, Technical Connections)

If you would like the webinar recording, please email us and we will send this to you.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

Estate Planning - 25th November 2020

Inheritance tax fundamentals and a look at when you should start planning and how.

Estate Planning - 25th November 2020

Inheritance tax fundamentals and a look at when you should start planning and how.

25th November 5pm to 6pm

Speakers

  • John Hancock (St. James's Place Private Clients)
  • Henny Dovland (Senior BD Manager, TIME Investments)

If you would like the webinar recording, please email us and we will send this to you.

Retirement Planning - 10th November 2020

The landscape following the Spring Budget Pension changes, and a look at what could come next.

Retirement Planning - 10th November 2020

The landscape following the Spring Budget Pension changes, and a look at what could come next.

10th November 5pm to 6pm

Speakers

  • Ian Price (St. James's Place Divisional Director)
  • Rosalind Whitehead (Head of Business Dev, Edition Capital)

If you would like the webinar recording, please email us and we will send this to you.

Impact Investing - 4th November 2020

Where next for impact investing and how has lockdown affected climate change?

Impact Investing - 4th November 2020

Where next for impact investing and how has lockdown affected climate change?

4th November 5pm to 6pm

Speakers

  • Sophie Norman (St. James's Place Investment Analyst)

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

If you would like the webinar recording, please email us and we will send this to you.

Estate Planning - 25th November 2020

Inheritance tax fundamentals and a look at when you should start planning and how.

25th November 5pm to 6pm

Speakers

  • John Hancock (St. James's Place Private Clients)
  • Henny Dovland (Senior BD Manager, TIME Investments)

If you would like the webinar recording, please email us and we will send this to you.

Retirement Planning - 10th November 2020

The landscape following the Spring Budget Pension changes, and a look at what could come next.

10th November 5pm to 6pm

Speakers

  • Ian Price (St. James's Place Divisional Director)
  • Rosalind Whitehead (Head of Business Dev, Edition Capital)

If you would like the webinar recording, please email us and we will send this to you.

Impact Investing - 4th November 2020

Where next for impact investing and how has lockdown affected climate change?

4th November 5pm to 6pm

Speakers

  • Sophie Norman (St. James's Place Investment Analyst)

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

If you would like the webinar recording, please email us and we will send this to you.

Brexit - 15th October 2020

Part 2: Where are we going? An update on ongoing talks and possible outcomes.

Brexit - 15th October 2020

Part 2: Where are we going? An update on ongoing talks and possible outcomes.

15th October 5pm to 6pm

Speakers

  • Chris Ralph (SJP Global Strategist)
  • Stanley Morrinson (Managing Partner, Morrinson Wealth)

If you would like the webinar recording, please email us and we will send this to you.

Tax Services & Accountancy - 23rd September 2020

A guide to tax, grants and reliefs in the current environment.

Tax Services & Accountancy - 23rd September 2020

A guide to tax, grants and reliefs in the current environment.

23rd September 5pm to 6pm

Speakers

  • Andy Turner (Accountant, Devonshire Green)
  • Martin Brown (Elephants Child)

Accountancy involves the referral to a service which is separate and distinct to those offered by St. James's Place.

If you would like the webinar recording, please email us and we will send this to you.

Protecting yourself and your loved ones - 16th September 2020

Is life insurance worth the money and what types should we consider?

Protecting yourself and your loved ones - 16th September 2020

Is life insurance worth the money and what types should we consider?

16th September 5pm to 6pm

Speakers

  • Protection Specialist, Morrinson Wealth
  • Rebecca Brockhurst (Protection Specialist, AIG)

If you would like the webinar recording, please email us and we will send this to you.

Brexit - 15th October 2020

Part 2: Where are we going? An update on ongoing talks and possible outcomes.

15th October 5pm to 6pm

Speakers

  • Chris Ralph (SJP Global Strategist)
  • Stanley Morrinson (Managing Partner, Morrinson Wealth)

If you would like the webinar recording, please email us and we will send this to you.

Tax Services & Accountancy - 23rd September 2020

A guide to tax, grants and reliefs in the current environment.

23rd September 5pm to 6pm

Speakers

  • Andy Turner (Accountant, Devonshire Green)
  • Martin Brown (Elephants Child)

Accountancy involves the referral to a service which is separate and distinct to those offered by St. James's Place.

If you would like the webinar recording, please email us and we will send this to you.

Protecting yourself and your loved ones - 16th September 2020

Is life insurance worth the money and what types should we consider?

16th September 5pm to 6pm

Speakers

  • Protection Specialist, Morrinson Wealth
  • Rebecca Brockhurst (Protection Specialist, AIG)

If you would like the webinar recording, please email us and we will send this to you.

Mortgages & Residential Property - 17th August 2020

A look at the future direction of the mortgage market and the residential property market.

Mortgages & Residential Property - 17th August 2020

A look at the future direction of the mortgage market and the residential property market.

17th August 5pm to 6pm

Speakers

  • Paul Johnson (St. James's Place Mortgages & Banking)
  • Lucian Cook (Director, Savills)

Your home or other property may be repossessed if you do not keep up repayments on your mortgages.

If you would like the webinar recording, please email us and we will send this to you.

Investing for Women - 5th August 2020

The financial opportunities and threats for women in today’s economic environment.

Investing for Women - 5th August 2020

The financial opportunities and threats for women in today’s economic environment.

5th August 4pm to 5pm

Speakers

  • Dame Helena Morrissey (NED, St. James's Place)
  • Nneka Orji (COO, Morrinson Wealth)
  • Karen Woodwin (St. James's Place Private Clients)
  • Sophie Norman (St. James's Place Investment Analyst)

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

If you would like the webinar recording, please email us and we will send this to you.

COVID-19 & Macro Update - 23rd July 2020

Part 1: Where have we been and where are we now? An update on the current economic environment we find ourselves in.

COVID-19 & Macro Update - 23rd July 2020

Part 1: Where have we been and where are we now? An update on the current economic environment we find ourselves in.

23rd July 5pm to 6pm

Speakers

  • Chris Ralph (St. James's Place Global Strategist)
  • George Luckraft (Fund Manager, AXA IM)
  • Stanley Morrinson (Managing Partner, Morrinson Wealth)

If you would like the webinar recording, please email us and we will send this to you.

Mortgages & Residential Property - 17th August 2020

A look at the future direction of the mortgage market and the residential property market.

17th August 5pm to 6pm

Speakers

  • Paul Johnson (St. James's Place Mortgages & Banking)
  • Lucian Cook (Director, Savills)

Your home or other property may be repossessed if you do not keep up repayments on your mortgages.

If you would like the webinar recording, please email us and we will send this to you.

Investing for Women - 5th August 2020

The financial opportunities and threats for women in today’s economic environment.

5th August 4pm to 5pm

Speakers

  • Dame Helena Morrissey (NED, St. James's Place)
  • Nneka Orji (COO, Morrinson Wealth)
  • Karen Woodwin (St. James's Place Private Clients)
  • Sophie Norman (St. James's Place Investment Analyst)

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

If you would like the webinar recording, please email us and we will send this to you.

COVID-19 & Macro Update - 23rd July 2020

Part 1: Where have we been and where are we now? An update on the current economic environment we find ourselves in.

23rd July 5pm to 6pm

Speakers

  • Chris Ralph (St. James's Place Global Strategist)
  • George Luckraft (Fund Manager, AXA IM)
  • Stanley Morrinson (Managing Partner, Morrinson Wealth)

If you would like the webinar recording, please email us and we will send this to you.