2021 – The year of improving your financial wellbeing
17 December 2020
The start of a new year presents the ideal time to make important resolutions about your money matters. Here are five ways which could help you take control of your long-term financial health for 2021 and beyond.
Schroders Personal Wealth launches Junior ISA
28 October 2020
Schroders Personal Wealth (SPW) has today launched a Junior ISA (JISA) to help clients make a start with their children’s savings and encourage conversations about financial planning amongst families. Download PDF
Schroders Personal Wealth joins Women in Banking & Finance ‘Accelerating Change Together Research Programme’
02 October 2020
Schroders Personal Wealth (SPW) has joined the ‘Accelerating Change Together (ACT) Research Programme’ recently launched by Women in Banking & Finance (WIBF).
Schroders Personal Wealth unveils financial scoring system that shows the worrying state of the UK’s financial health
22 September 2020
A new financial scoring system from Schroders Personal Wealth (SPW) has revealed the state of the UK’s financial health, showing worrying results when it comes to protecting against the unexpected and preparing for the future.
Schroders Personal Wealth signs Time to Change Employer Pledge to help support mental health in the workplace
20 August 2020
Schroders Personal Wealth (SPW) has signed the Time to Change Employer Pledge to help raise awareness and promote a better understanding of mental health in the workplace.
Schroders Personal Wealth launches range of multi-asset portfolio funds
15 July 2020
Following the establishment of its Authorised Corporate Director (ACD) last year, Schroders Personal Wealth (SPW) is today launching its first range of portfolio funds offering clients access to a range of risk return profiles.
Schroders Personal Wealth appoints Mark Duckworth as new CEO
30 June 2020
Schroders Personal Wealth (SPW) today announces that Mark Duckworth has been appointed as Chief Executive Officer, subject to regulatory approval.
Mark has over 30 years of experience in financial services, most recently as CEO of Openwork. During his time as CEO, Mark led Openwork’s transition to independence from Zurich Insurance Group. This experience will be vital as SPW works to realise its ambition of becoming a leading wealth management business in the UK.
Mark will join SPW in September after completing a period of garden leave and subject to regulatory approval.
18 June 2020
Peter Hetherington to leave Schroders Personal Wealth
Schroders Personal Wealth (SPW) today announces that Peter Hetherington has decided to step down from the role of Chief Executive Officer to pursue other prospective opportunities.
Peter has overseen an important period for SPW including the ongoing migration of client assets from Lloyds Banking Group and the launch of 11 regional hubs across the UK.
We have identified Peter’s successor and will announce this at the first available opportunity, subject to regulatory approval. James Rainbow, previously CEO of SPW, will return as acting CEO until Peter’s successor is appointed.
1 June 2020
Schroders Personal Wealth celebrates one year anniversary
New company, familiar faces.
A year ago, Schroders plc and Lloyds Banking Group came together to build a new entity, Schroders Personal Wealth, or SPW to offer a wealth solution to clients across the UK.
While SPW itself might have been brand new, it began by taking over the Lloyds Wealth business and protecting the existing relationships between clients and advisers, many of whom had been with them for decades.
21 May 2020
Is Financial wellbeing the lost strand of mental health and what can we do to fix this?
The last couple of years has seen an increase in the awareness around mental health. Many businesses are placing mental health at the top of their wellbeing agendas and according to the 2019-2020 Business in the Community’ Mental Health Report, 51% of employees are comfortable talking about mental health.
However, there is more to be done, especially around financial wellbeing. Research from Salary Finance showed that only 14% of employees felt comfortable talking openly about money, whilst 36% of UK adults say they worry about money every day.
13 May 2020
Schroders Personal Wealth sponsors G24 Mental Health Summit
Schroders Personal Wealth is proud to be named as one of the sponsors of the world’s first 24-hour global mental health summit.
The G24 Mental Health Summit, hosted by Inside Out and Wellbeing @ Work Summits, consists of three consecutive remote events across global time zones with a variety of expert keynote speakers, workshops, and round table discussions giving a perspective from all corners of the world on mental health in the workplace.
The event, aimed at HR and Wellbeing professionals, is taking place on 18 May and a percentage of ticket revenue will be donated to the WHO COVID-19 Solidarity Response Fund.
Schroders Personal Wealth will be hosting a workshop on the importance of financial well- being.
21 April 2020
Schroders Personal Wealth establishes 11 regional offices across the UK
Schroders Personal Wealth is launching 11 regional hubs to support its regional growth across the country.
The regional hubs will act as semi-autonomous adviser businesses within the SPW network. Each hub is headed by a Regional Director who will be able to shape the future of their own business having responsibility for selecting & leading the hub team, delivery of local support and revenue generation.
4 December 2019
Schroders Personal Wealth has launched its “Wealth is Personal” campaign
Schroders Personal Wealth has launched its “Wealth is Personal” campaign to challenge people’s perception of financial planning with the aim of helping to bring this to more people in the UK. The need for financial advice has never been greater. Not only are people living for longer and looking to get more out of their retirement, changes such as pension freedoms means people increasingly have to take more responsibility for their own financial future. This means more people than ever need help as they plan for their futures.
Always seek a professional opinion as tax rules can be complex, depend on individual circumstances and are subject to change.
Forecasts of future performance are not a reliable guide to actual results in the future; neither is past performance a reliable guide to future performance. The value of investments, and the income from them, may fall as well as rise and cannot be guaranteed. Any views expressed are our in-house views as at the time of publishing. Investment markets and conditions can change rapidly and the views expressed should not be taken as statements of fact nor relied upon when making investment decisions.