Savings & Investments – Part 1
Our beginner friendly Savings & Investments session helps you take control of your money with practical, easy to apply guidance. From creating a realistic savings plan to building an emergency fund and understanding how interest, inflation and compounding really work, this session equips attendees with the knowledge they need to make smarter decisions. They’ll also explore the basics of investing, risk, ESG considerations, and tax efficient saving options such as ISAs and pensions—empowering them to start shaping longterm financial wellbeing.
Savings & Investments – Part 2
This advanced session dives deeper into the world of investing, helping you build confidence in more sophisticated financial strategies. Attendees will explore a full range of asset classes—from shares and bonds to commodities and property—while learning how markets behave, how diversification reduces risk, and how to navigate active vs. passive investing. The session also covers responsible investing, crypto risks, investment platforms, and tax efficient strategies, giving participants the tools to make informed, future focused investment decisions and avoid common financial pitfalls.
For the benefit of those who have already attended this session, the following PDF summarises the key learning points.