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Investing for children: event registration

Important information - The value of investments and the income from them can go down as well as up, so you may get back less than you invest.

We’re delighted to invite you to our Investing for children event, which will be held at our Investor Centre in the heart of London.

If you would like to hear more about a tax efficient way to save for your children through a Junior ISA (JISA) or are considering whether a Junior Self-Invested Personal Pension (JSIPP) can give your children a head start, this is an ideal event for you.

Our morning event, hosted by Fidelity’s Emma-Lou Montgomery and Lisa Conway-Hughes (a Chartered Financial Planner at Westminster Wealth Management), will cover all the basics to help get you started. Emma-Lou and Lisa will talk about their own experiences, what they invest in and how they contribute to their children’s future.

There will be plenty of time to ask questions and a member of Fidelity’s Wealth Relationship Management team will join the panel to answer questions on everything from guidance on how grandparents can gift money to grandchildren, to the latest on child tax vouchers and tax credit.

Event and agenda details

Date: Tuesday 25 February 2020

Time: 11:00 - 12.00. Please arrive from 10.30.

Venue: Fidelity Investor Centre, 111 Cannon Street, London, EC4N 5AR

Agenda

  • Investing for children: different ways to save - Fidelity’s Emma-Lou Montgomery and Lisa Conway-Hughes of Westminster Wealth Management will talk about the different ways you can save for your children’s future, including everything you need to know about JISAs and JSIPPs. They will both share their own experiences and how they invest and contribute to their own children’s future
  • Panel Q&A - your opportunity to ask both our speakers and a member from the Wealth Relationship Manager team questions

Please register below to attend the forum.

Please note we will use your email address to send you further details of this event.

Meet the speakers

Emma-Lou Montgomery

Emma-Lou is a former financial journalist with over 20 years’ experience working in the national and online press.  Emma-Lou joined Fidelity in 2016 and as well as presenting our weekly Stock Watch Live programme can be found regularly commenting in the press and on radio and TV on quoted company results and economic announcements. She is also our personal finance expert, covering all aspects of financial wellbeing from cradle to grave, with a special focus on issues that affect women and their money.

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Lisa Conway-Hughes

After a brief spell in the fashion industry, Lisa joined Financial Services in January 2005. Lisa is a Chartered Financial Planner, Independent Financial Advisor and a Fellow of the Personal Finance Society (PFS) - the highest qualification a financial advisor can hold. Lisa holds advanced qualifications with the CII in Personal Tax and Trust Planning, Business Financial Planning, Pension Planning, Investment Planning and The Financial Planning Process. Lisa has developed a loyal client base of professional individuals and business owners, helping them to develop holistic financial plans. She prides herself on having close relationships with her clients thereby ensuring that easy to understand and tax efficient financial planning is put in place. She is also the founder of misslolly.com, a digital platform that helps followers grow their financial confidence.

Important information: This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to a financial adviser. Tax treatment depends on individual circumstances and all tax rules may change in the future. Withdrawals from a Junior ISA will not be possible until the child reaches age 18. Withdrawals from a Junior SIPP will not normally be possible until the child reaches age 55.