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
Go to Insights
Sign up to E-Briefing Service
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
June
An update on the world economy and how this may affect markets.
29th June 2022 5pm
Speakers
November
Following the latest announcements from the Chancellor, Rishi Sunak, we analyse the Budget and how this could affect you, your family and your business.
2nd November 2022 5pm
Speakers
An update on the world economy and how this may affect markets.
29th June 2022 5pm
Speakers
Following the latest announcements from the Chancellor, Rishi Sunak, we analyse the Budget and how this could affect you, your family and your business.
2nd November 2022 5pm
Speakers
April
In this webinar, we will hear from the SJP Property Fund Manager, Lawson Shepherd of Orchard Street, on their views about the commercial, industrial and retail property sectors, as well as an update on residential property from Frances Clacy (Associate Director, Savills).
27th April 2022 5pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
February
In this webinar Tony Wickenden, Technical Connection Director, and Claire Trott, Divisional Director - Retirement and Holistic Planning, will discuss the key tax planning considerations for you and your family, with only 6 weeks left of the tax year.
22nd February 2022 10am-11am
Speakers
If you would like the webinar recording, please email us and we will send this to you.
December
Financial planning & wellbeing for 2022.
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
If you would like the webinar recording, please email us and we will send this to you.
In this webinar, we will hear from the SJP Property Fund Manager, Lawson Shepherd of Orchard Street, on their views about the commercial, industrial and retail property sectors, as well as an update on residential property from Frances Clacy (Associate Director, Savills).
27th April 2022 5pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
In this webinar Tony Wickenden, Technical Connection Director, and Claire Trott, Divisional Director - Retirement and Holistic Planning, will discuss the key tax planning considerations for you and your family, with only 6 weeks left of the tax year.
22nd February 2022 10am-11am
Speakers
If you would like the webinar recording, please email us and we will send this to you.
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
If you would like the webinar recording, please email us and we will send this to you.
November
Investing for young people - save your acorns.
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
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.
October
Q4 Macro economic update.
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
If you would like the webinar recording, please email us and we will send this to you.
September
Investing for women - family, life events & social impact.
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
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.
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
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.
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
If you would like the webinar recording, please email us and we will send this to you.
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
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.
September
Advanced planning for high earners (income > 500k).
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
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.
June
Nearing retirement & older families
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
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
Enjoying retirement & planning your estate.
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
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.
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
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.
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
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.
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
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
Your life journey - saving for the future & protecting what's important.
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
If you would like the webinar recording, please email us and we will send this to you.
April
Q2 macro economic update & analysis of the Sprint Budget.
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
If you would like the webinar recording, please email us and we will send this to you.
March
Your Business - Profit Extraction/ Exit Planning
In this webinar, you will learn about:
Business planning considerations, including guidance around profit extraction and exit planning.
10th March 5pm to 6pm
Speakers
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.
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
If you would like the webinar recording, please email us and we will send this to you.
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
If you would like the webinar recording, please email us and we will send this to you.
In this webinar, you will learn about:
Business planning considerations, including guidance around profit extraction and exit planning.
10th March 5pm to 6pm
Speakers
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
TYE & Investing in volatile markets/low interest rates.
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
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.
Inheritance tax fundamentals and a look at when you should start planning and how.
Inheritance tax fundamentals and a look at when you should start planning and how.
25th November 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
The landscape following the Spring Budget Pension changes, and a look at what could come next.
The landscape following the Spring Budget Pension changes, and a look at what could come next.
10th November 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
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
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.
Inheritance tax fundamentals and a look at when you should start planning and how.
25th November 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
The landscape following the Spring Budget Pension changes, and a look at what could come next.
10th November 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
Where next for impact investing and how has lockdown affected climate change?
Where next for impact investing and how has lockdown affected climate change?
4th November 5pm to 6pm
Speakers
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.
Part 2: Where are we going? An update on ongoing talks and possible outcomes.
Part 2: Where are we going? An update on ongoing talks and possible outcomes.
15th October 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
A guide to tax, grants and reliefs in the current environment.
A guide to tax, grants and reliefs in the current environment.
23rd September 5pm to 6pm
Speakers
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.
Where next for impact investing and how has lockdown affected climate change?
4th November 5pm to 6pm
Speakers
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.
Part 2: Where are we going? An update on ongoing talks and possible outcomes.
15th October 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
A guide to tax, grants and reliefs in the current environment.
23rd September 5pm to 6pm
Speakers
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.
Is life insurance worth the money and what types should we consider?
Is life insurance worth the money and what types should we consider?
16th September 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
A look at the future direction of the mortgage market and the residential property market.
A look at the future direction of the mortgage market and the residential property market.
17th August 5pm to 6pm
Speakers
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.
The financial opportunities and threats for women in today’s economic environment.
The financial opportunities and threats for women in today’s economic environment.
5th August 4pm to 5pm
Speakers
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.
Is life insurance worth the money and what types should we consider?
16th September 5pm to 6pm
Speakers
If you would like the webinar recording, please email us and we will send this to you.
A look at the future direction of the mortgage market and the residential property market.
17th August 5pm to 6pm
Speakers
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.
The financial opportunities and threats for women in today’s economic environment.
5th August 4pm to 5pm
Speakers
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.
Part 1: Where have we been and where are we now? An update on the current economic environment we find ourselves in.
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
If you would like the webinar recording, please email us and we will send this to you.
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
If you would like the webinar recording, please email us and we will send this to you.
