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Financial education events we offer

Quilter Financial Advisers offer a range of financial educational events for members of organisations we work with.

Local branches can decide if they want the events open to all members or restricted to specific members. In addition, if you wish, you can run these in collaboration with other organisations.

We partner with over thirty organisations including trade unions such as UNISON, Unite, PCS, Prospect, The Royal College of Nursing, The Royal College of Midwives, National Education Union, GMB as well as other membership organisations.

We can run events online (webinar), combining phone and or video meetings, or in person (seminar).

In addition, we can offer individual one to one appointments (surgeries) for members.

Subject areas

The following are the key subject areas we offer. Each of these areas is subsequently broken down showing the events we offer and what each one covers.

We can, if required, offer tailored events (for example public sector pension schemes). If this is of interest, please get in touch.

Mortgages

We have two different mortgage events:

Find out how to secure the right mortgage for you

In this event one of our expert financial advisers will explain:

  • The different types of mortgages available
  • How to be the ideal mortgage applicant (or the best you can be)
  • The hidden costs: it’s not just the deposit you need
  • Why you should review your mortgage regularly
  • Help-to-buy and other schemes that can enable you to buy a home
  • Why using a mortgage adviser could save you pounds.

Homeowners: Understanding the mortgage market

This event helps you understand the mortgage market right now. One of our expert financial advisers explains:

  • Re-mortgaging
  • Moving home
  • Further advances
  • What to do if you are having trouble paying your mortgage
  • Property for investment – buy-to-let or inherited homes
  • The case for protection
  • Is my protection current and sufficient?

Cost of living

We offer the following event to help you manage the cost of living:

Navigating the financial squeeze

This is a financial wellbeing event in which one of our expert financial advisers explains:

  • The impact of the financial squeeze on our well-being
  • Top tips to improve your credit score
  • Be debt smart: mortgages
  • Protecting yourself and your family
  • The basics of financial planning
  • How you can take action

Inheritance Tax

We can deliver an event to help you and your loved ones make the most of your money and understand Inheritance Tax planning.

Inheritance Tax planning

In this event one of our expert financial advisers will explain the following:

  • How Inheritance Tax (IHT) works
  • Wills and gifting
  • Home ownership
  • Estate planning strategies

Pensions

We offer a range of different pension related events including the following:

Retirement and pensions explained! Find out how to secure a comfortable retirement webinar

This is a non-scheme specific event covering:

  • How your pensions work, including the state and workplace pensions
  • When you can take your pensions and how much you can expect to receive
  • Your options for accessing any additional pension savings, including from previous employers
  • Ways you may be able to increase your income
  • Tax considerations, including your tax-free lump sum
  • Countering inflation: will your income keep its value in real terms?

In addition, we offer a dedicated Public Sector pension event:

The Public Sector: Financial advice about your pension you can trust.

This event covers:

  • How the Public Sector Schemes work
  • Recent changes to pensions and how they affect you
  • How much you might get and whether it will be enough for you to enjoy a comfortable retirement
  • AVCs and other ways of boosting your pension provision
  • Protecting you and your family’s income while you are working
  • Early retirement: could it be an option for you?

Financial planning

We offer a range of events covering general financial planning tailored to different audiences.

The following is specifically for younger members aged 20 to 40:

Your money matters

In this event one of our expert financial advisers will explain:

  • Achieving financial wellness – managing your financial wellbeing
  • Budgeting
  • Tips on debt management
  • How to influence your credit score
  • Getting on the property ladder
  • Protection and your work benefits.

We have the following event covering Financial Planning applicable to everyone:

An introduction to financial planning

In this event one of our expert financial advisers will explain how you can:

  • Build up a nest-egg tax-efficiently, for yourself or for your children or grandchildren
  • Boost your pension provision, so you will be able to enjoy a comfortable retirement
  • Protect your family’s income, so they have enough money if the worst happens
  • Learn the principles of investing.

Booking your event

Hopefully, the above answers all your queries on these events but if you do have any further questions feel free to contact us.

When you are ready to book a date and time for your event, and the method of delivery - in person or online - then please contact your local representative using the following details.

Claire Colgate

Responsible for the following areas of the UK: London, the South East, East Anglia, the East and West Midlands and parts of the North West including Manchester, Liverpool and Blackpool
07778 826 835

Gillian McGrath

Responsible for the following areas of the UK: Parts of the North West including Lancashire and Cumbria, Yorkshire & Humber, the North East, the South West, Scotland, Northern Ireland and Wales
07887 788 935