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Personal Finance


Provisional Programme for 2018
January 15th
Rogue Traders & Intruders
Speaker TBA
February 19th
Passive v Active Fund
Investment Trusts
March 19th
DIY Funerals
April 16th
Providing financially for the next generation
General discussion
May 21st
Inheriting pensions & ISAs
John R
June 1th
Brexit update
General discussion



Personal Finance Group Programme for 2016-17

Coordinator: Helen Marsh.
Tel: 0114 230 1622

Date Topic Leader
October 17th Care in the Community Austin Thornton
Solicitor specialist
November 21st Dispose of your clutter for free
(No need to hire a skip) Ready for downsizing?
December 19th Christmas Celebration Chancellor’s
Autumn Statement Phantom Portfolio results
January 16th 2017 Probate, Inheritance Tax & Trusts Invited expert
February 20th Are my affairs in order?- Financial only! Graham
March 20th Investment costs- costs of managing money Group discussion
April 24th due to Easter Budget Alan
May 15th Data Security Invited speaker
June 19th One year Post Brexit Group discussion

All meetings conclude with an Open Forum for general discussion

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