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Title
Planning for a Financially Secure Future - 20/11/14
 
Description

An event for staff members wishing to take control of their finances and plan for a secure future will be held on 20 November at our Sighthill campus. 

 

This course aims to give you information, knowledge and the opportunity to discuss key financial and legal planning issues to help you plan for the future.

 

Topics covered include:

  • Money management
  • Protecting those important to you
  • Retirement planning
  • The Mortgage Market 2014
  • Growing your wealth
  • Saving for children
  • Legal matters
The Partner represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
 
 
By the end of the session you will:
  • Have increased individual knowledge and understanding of general financial planning issues and the impact your actions can have.
  • Been given information and knowledge to enable a financial sense check at the mid career point
  • Have been encouraged to take individual responsibility for future long term security.

Attendance should be discussed and agreed with your HOD/line manager and linked to your PDR Learning & Development Plan before booking.
 
The event is free to members of staff and can be booked through HR Connect.
 
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