We are proud to announce the InterLaw Diversity Forum has partnered with Schroders Personal Wealth (SPW) to bring you our Financial Wellbeing Series 2021/22, five webinars focusing on how to look after your financial wellbeing and plan for your future, as well as a free financial health check.
The InterLaw Diversity Forum wanted to team up with SPW to create this programme as we know that diverse and socially mobile talent, for a wide range of reasons, often face challenges in this space. We know that these challenges can further have negative impacts on our mental and physical health, careers, and personal lives. This programme is meant to give you the tools you need to up your game!
How SPW could help you improve
your financial wellbeing
We understand that finances can be personal and the team at SPW have kindly offered to provide a free financial health check for any InterLaw Diversity Forum member who feels they need or want one.
This is your chance to ask any specific questions relating to your personal financial circumstances and find out more about SPW and how they can potentially support you and your family.
SPW offer a holistic financial planning service and can support you in a wide variety of areas including:
To view some of SPW's educational material and reserve your complimentary 30-minute financial health check with an SPW adviser, please click below:
Webinar Series
Financial wellbeing and protecting your wealth
Webinar 1
Tuesday, 23 November 2021
On Tuesday, 23 November we held the first in our webinar series with Rebecca Tregarthen of Schroders Personal Wealth (SPW) where she covered:
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What is financial wellbeing and why is it important
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Practical top tips to look after your financial wellbeing
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An introduction to protection
Day to day finances
Webinar 2
Tuesday, 7 December 2021
On Tuesday, 7 December we held the second in our webinar series with Schroders Personal Wealth (SPW) where we covered:
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Basic budgeting
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Debt management
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Getting onto the property ladder
Saving and investing for the future
Webinar 3
Tuesday, 18 January 2022
In the third in our series of virtual and interactive financial well-being sessions we are joined by expert speakers Stephen Mann, Head of Investment Specialists and Seb Ridout, Chartered Financial Planner and Personal Wealth Adviser, and hosted by Rebecca Tregarthen, Schroders Wealth Management and Daniel Winterfeldt, InterLaw Diversity Forum .
Building upon the previous two introductory sessions, we examine some complex issues which will be particularly useful for those who are already investing or building a portfolio. This educational session will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.
Throughout this 45 minute session we cover:
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Demystifying the economy
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Short, medium and long term savings
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Risk vs. Reward
Passing on your wealth
Webinar 4
Tuesday, 15 February 2022
This is the fourth in our webinar series with Schroders Personal Wealth (SPW). Hosted by Rebecca Tregarthen, Schroders Wealth Management and Daniel Winterfeldt, InterLaw Diversity Forum, Joshua Martin DipFA LIBF, Personal Wealth Advisor, covers:
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What inheritance tax is
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The importance of having a will
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Ways to potentially reduce your inheritance tax liability
This session will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.
This is the penultimate session in our series and deals with issues of increased complexity within finances and financial planning. This builds upon the previous three sessions above.
Planning and managing retirement
Webinar 5
Tuesday, 22 March 2022
In the fifth and final in our webinar series with Schroders Personal Wealth (SPW), we cover planning and managing retirement. This session is one of the most important since it covers the essentials around pensions, a vital component of the retirement puzzle in everyone’s wealth journey. Amongst other items, we will introduce to you the importance of planning for retirement as soon as possible – something that many leave too late.
As always, it’s an educational session and will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.
With hosts Rebecca Tregarthen, Schroders Personal Wealth, and Daniel Winterfeldt, InterLaw Diversity Forum, SPW Personal Wealth Advisers Craig Crawford MBA DipPFS and David-James Dawkins will take you through the basics of this complex area and, via a mention of specific case studies, will look at three main areas of information:
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An introduction to pensions
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The importance of planning for retirement
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The benefits of starting now
About Schroders Personal Wealth
Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK's largest names in banking and asset management.
SPW was created with the aim of helping more people across the UK benefit from financial advice and have the advantage of solid foundations and a strong heritage. But they take a fresh, transparent, and personal approach to financial planning.
SPW aim to provide you with clarity and transparency in everything they do. This includes using technology to explain how long-term financial planning could add value to your life and allowing you to access information about your financial wellbeing and communicate with your adviser when it's convenient for you.
Schroders Personal Wealth is a trading name of Scottish Widows Schroder Personal Wealth Limited. Registered Office: 25 Gresham Street, London, EC2V 7HV. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority under number 830170.
