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Charity investment training webinar series
Last Updated: October 16, 2025
Understanding investment tools: The basic rules for long term investors
Charity investment training webinar series
Last Updated: October 16, 2025
Understanding investment tools: An introduction to asset classes. A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio.
Working together across the client journey
Last Updated: October 13, 2025
Ensuring your clients always get the right advice at the right time is central to the professional adviser ethos. But what are the key trigger points that indicate that your client may need help from a financial planner or an investment manager and what should they look for in selecting one?
A new chapter
Last Updated: October 13, 2025
Here’s how our financial planning and investment management teams worked with a client to give her the confidence to retire through a financial plan that balanced financial security with the freedom to enjoy her life.
Act now to plug digital capability gaps
Last Updated: October 16, 2025
John Fitzgerald, digital evolution manager for the Scottish Council for Voluntary Organisations (SCVO), has some top tips for charities to enhance their cyber security capabilities.
Could an office shared be a problem solved?
Last Updated: October 16, 2025
In our post-pandemic, cost-of-living-crisis world, many charities are facing a property conundrum: how to optimise their office space usage while reducing overheads? We talk to Rui Domingues, director of finance and operations at the Charity Finance Group, and Dan Bishop, head of operations and services at the Association of Chairs, about their mutually beneficial solution.
Counting the cost: Why rising government debts matter for investors
Last Updated: November 6, 2025
Rising debt and higher borrowing costs are reshaping public finances across advanced economies — with big implications for inflation, growth and long-term investment strategies.
In or nearing retirement? The top things to be ready for on Budget Day
Last Updated: October 22, 2025
Don’t let Budget speculation upend your financial goals. Read about the possible changes in the Autumn Budget and how they could affect your finances in retirement.
Business owner or entrepreneur? The top things to be ready for on Budget Day
Last Updated: October 22, 2025
Discover the potential changes for business owners and entrepreneurs in the upcoming Autumn budget, so you’re informed and prepared on the day.
£5 million or more in investments? The top things to be ready for on Budget Day
Last Updated: October 22, 2025
Rumour is rife ahead of the Autumn Budget. We look at changes Chancellor Rachel Reeves could make to taxes on inheritance, property and capital gains – and other possible developments.
Gone with the wind
Last Updated: October 17, 2025
Investor eyes and ears turned to the US Federal Reserve Chair Jerome Powell’s Jackson Hole speech in August as he hinted that interest rate cuts could be coming in the US.
Counting the cost: Why rising government debts matter for investors
Last Updated: October 22, 2025
Rising debt and higher borrowing costs are reshaping public finances across advanced economies — with big implications for inflation, growth and long-term investment strategies.