Catch up with the latest news from Schroders Personal Wealth

For press and media enquiries please contact Charlotte Banks:

Tel: +44 (0) 7764 747818

E: charlotte.banks@schroderspw.co.uk

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. 

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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.

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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.

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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.

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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.

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Important information

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.

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