Discover our financial education initiative, WIN*.
WIN* aims to support those new to investing, acting as a trusted friend and family proxy. WIN* resources and events will deliver independent guidance and practical tips to retail investors who want to identify:
• Their investment objectives
• The investment opportunities available to them
• How to get started
• How to monitor, update and develop their portfolio
WIN* is open to all, register below to hear about future events and resources.
October is Black History Month in the UK. Members of the LawDeb employee-led Our Rainbow Nation Community Group were inspired by WIN*, our financial education initiative, to record some of their own investment journeys. Here we share the Investor Snapshot of Renee Sinamtwa, founder of the diversity focused community group, Daniel Oke and Nareser Osei.
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:
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.
We asked people in our network, at all points on their investment journey, to share their Investor Snapshot.
This is a quick look at how they got started with investing all the way through to what they are planning to do next.
Legal disclaimer: We are not authorised to give financial advice. We recommend that you speak to a stockbroker or independent financial adviser before investing. To find out more about these professionals you can visit the Association of Investment Companies website where they have a detailed guide.
Please remember that past performance is not a guide to future performance and that the value of an investment and the income derived from it can fall as well as rise and that you may not get back the amount originally invested. Nothing on this website should be construed as an investment recommendation or investment advice.
