Your personal finances - an introduction

Online event
Tuesday, 10 November 2020
2:00 pm – 3:00 pm
    • Angela Lloyd-Read FPFS, Chartered Financial Planner, Connor Broadley Wealth Management
  • Young Members' event

This was the first in a series of financial webinars arranged by our Young Members’ Committee. In this session, Angela Lloyd-Read, Chartered Financial Planner and Fellow of the Personal Finance Society, introduced members to the world of financial planning through the lens of their own personal finances.

In this webinar, Angela explained how to get help with budgeting and debt and discuss the link between risk and reward in savings and investments.

By the end of this webinar members will have gained an insight into:

  • Pensions, how to make the most of employer pension provision, are you still in the default fund?
  • Government initiatives to assist with property purchase
  • Wills and lasting power of attorney

Please note, this session was not being recorded so a webinar playback is not available for members who did not attend the live event.


Please contact Gemma Warren (020 7397 3912) with any queries regarding this event.

  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Gemma Warren (07436 263847).

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at