News and Events

Peace of mind – a learning opportunity with exclusive guests and recordings.

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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Future Events

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)

Click here to register.

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)

Click here to register.

Past Events

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.

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.

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.

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.

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.

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.

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.

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.