Life and Money webinars

Choose your webinar

Learn new ways to make the most of your money.

Life and Money seminar logo

We believe everyone should have access to the right financial help and webinars are just one of the ways we’re making that happen.

We have a wide range of topics covering the basics of investing through to building a retirement pot and understanding inheritance tax. More webinars are being added all the time, so check back regularly to see what's new.

Webinars on demand

Retirement planning in your 50s webinar

Retirement planning in your 50s

In your 50s, your mortgage might be paid off, the kids might be grown, and you might have more disposable income. It’s a great time to take a step back and see if your finances are on track for the retirement lifestyle you’d like. And a good time to make stronger plans.

Register to watch
Making the most of your ISA allowance webinar

Making the most of your ISA allowance

Cash ISA and Stocks and Shares ISA – why have both? How does your personal savings allowance affect your annual ISA allowance? Thinking about adding a Stocks and Shares ISA to your portfolio and want to know the potential benefits and risks involved? Watch our webinar and find out.

Register to watch
Investing for the real world webinar

Investing for the real world

If you're a would-be investor looking for ways you might be able to grow you money, this webinar's designed for you. It covers the basics of investing and could help you decide if it's something you'd like to investigate further.

Register to watch
town name

Building a retirement pot

How much money will you need when you retire? This webinar shows you how to calculate the rough cost of your retirement, and looks at ways you could potentially build a big enough pot to cover the lifestyle you'd like to have.

Register to watch
town name

Inheritance tax for beginners

When you've worked hard to build a legacy, you'll want as much of it as possible to go to the people you love. Watch our webinar to see how inheritance tax works and discover how, with some expert advice, you could potentially reduce your liability.

Register to watch
town name

Supporting loved ones with Inheritance tax planning

Do you want to find out more about Inheritance tax so that you could start a conversation with your parents and loved ones about their legacy planning? In this webinar we’ll take a look at some of the steps that could potentially reduce an inheritance tax bill – we’re here to help answer your questions.

Register to watch
Stock market based investments are not like Building Society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.
Version Info: