Future Money Matters 2019
A finance themed event for beneficiaries.
DATE: Friday 1 March 2019, 9:00am - 5:00pm
VENUE: Blu Radisson Hotel, London Stansted Airport, Waltham Close, CM24 1PP
Future Money Matters is a finance themed event for beneficiaries that will provide you with up to date information about a range of important financial topics, as well as the opportunity to meet with the various finance professionals that will be attending on the day. The event is also a great way to meet up with fellow beneficiaries, and there will be time set aside within the day’s agenda to enable you to meet up and socialise with each other.
You can view the provisional event agenda here, and the section below provides you with more information about the format of the event:
The morning of the event will be designated to providing you with informative sessions covering a range of financial topics delivered by financial specialists, including:
|Inheritance Tax Planning||Price Waterhouse Cooper (PWC)|
|Mortgages and Personal Loans||Lloyds Bank PLC|
|Benefits: Universal Credit||Disability Rights UK|
|Savings and Investments||Jody Banks – Caple Banks Wealth Management|
|Personal Trusts||Jody Banks – Caple Banks Wealth Management|
|Pensions and Retirement Planning||Chris Roper – Centre for Financial Education|
|Lasting Power of Attorney||Jessica Beddows – Lodders Solicitors LLP|
|Making a Will||Sofia Tayton – Lodders Solicitors LLP|
|Personal Budgeting||The Thalidomide Trust / NAC|
Beneficiaries will have the opportunity to attend up to three of these topics in the morning session.
In the afternoon, the event will provide you with the opportunity to pre-book a confidential one-to-one meeting with the financial specialists that will be attending on the day.
In addition to this staff from the Trust’s finance team will also be available for one-to-one meetings if you would like to discuss anything in relation to your Trust Grants, payments and Advances, or other financial matters.
Running alongside the one-to-one’s will also be an open afternoon session creating an informal and relaxed environment for you to meet and socialise with fellow beneficiaries and Trust staff that will be attending on the day.