WIN* - Widening Investor Networks

Recent research found that the average investment trust holder is between 60 and 65 years old, but that there is a place for investment trusts in the portfolios of a much wider range of investors. 

At our recent WIN* event our expert panel explained the often misunderstood investment trust structure and explored how younger investors can benefit from including trusts in their portfolios. 

Meet our expert panellists: 

• Gavin Lumsden, Head of News - QuotedData
• Laura Suter, Director of Personal Finance - AJ Bell
• Annabel Brodie-Smith, Communications Director - The Association of Investment Companies
• Katie Waite, Director, Wealth Manager - RBC Brewin Dolphin

Watch the event recording on the right. 

The third event in our WIN* series saw us partner with City AM to host two panels. Watch the recording on the right. 

UK investing: why it's worth it and what to look for 

Exploring the benefits of investing in the UK, what to look for from a UK fund or company and how to identify good value as well as exploring trends amongst UK investors. 

Efficient investing: tax wrappers, hidden fees and more

The session looked at tax efficiency when investing through an ISA or SIPP, understanding fees and when to outsource your investing.  

Both sessions were moderated by City AM Managing Editor Rupert Hargreaves, our panellists include:

• Law Debenture Portfolio Manager Laura Foll
• interactive investor's Funds and Investment Education Editor Kyle Caldwell
• St James's Place Senior Investment Specialist Nina Stanojevic
• Law Debenture COO Trish Houston
• ShareSoc Non-Executive Director Mark Northway

For many, understanding and managing their retirement savings can feel overwhelming. But getting the basics right, early, can help you be more confident about your future financial health.

Our panellists demystified your pension, sharing some simple steps to take now to better understand how your pension is invested, what this means for your future and what ongoing management you can do to keep things on the right track. 

It needn’t be time consuming nor complicated and your future self will thank you. They also discussed what to consider when you start to take your pension.

Our panel includes:

Sir Steve Webb, Partner at pensions consultancy LCP and former Pensions Minister. 

Claer Barrett, Consumer Editor at the Financial Times.

Elizabeth Hartree, Independent Professional Pension Trustee and Head of Defined Contribution at LawDeb Pensions 

On September 25th we hosted our inaugural event, Get investing – what you need to know to take your first steps. A panel of finance and investment industry experts offered independent, easy to follow insights into getting your finances in order and the basics of investing.

Meet our speakers:

Alasdair Walker, CFP™ and Chartered Financial Planner – Handford Aitkenhead & Walker

Alasdair previously chaired the influential Expert Practitioner Panel at the Personal Finance Society, which supports and shares best practice across the sector and pushes for higher standards and better consumer outcomes. He is an award-winning CFP™ Professional and Chartered Financial Planner and holds the Certificate in Discretionary Investment Management, as well as being a qualified coach and mentor.

Emma Wall, Head of Investment Research & Analysis – Hargreaves Lansdown

Emma's responsible for developing and implementing the investment processes for Hargreaves Lansdown Asset Management, including the Wealth Shortlist. With over 15 years of experience in the financial sector, she provides market leading views and analysis to investors worldwide. Emma's team provides strategic asset allocation, ESG analysis, and research on equities, funds, ETFs and investment trusts, to HL's self-select, advised and workplace clients.

Laura Foll, CFA and Portfolio Manager – Janus Henderson Investors

Laura Foll co-manages the UK equity income portfolio of the Law Debenture Corporation plc with James Henderson. She is also a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors. She holds the Chartered Financial Analyst designation and has 15 years of financial industry experience.