September 2021 Family Finances Group Meeting

From John Coleman:

It is now 18 months since we held the last physical meeting of the Family Finances Group (FFG) of Probus ’83, so it is perhaps appropriate to explain the purpose of the group; particularly for any new members or guests.
The first thing to emphasise is that the FFG is not an “Investment Club” but is an informal monthly gathering of retired people who may have an interest in such diverse matters as:
  • Retirement options & strategy
  • Powers of Attorney
  • Wills & Trusts
  • Inheritance Tax mitigation
  • Property market
  • Insurance – whether for holidays, life, private health or property
  • Investment market & strategy
  • Financial Advisers & Investment Platforms
  • Implications of Budget changes
  • Personal Care / Care Homes 
  • Using Internet resources to help manage family finances. 
Our meetings usually have a Guest Speaker, with occasional meetings devoted to internal discussion of a topic of interest. Our next meeting at Weybourne House (GU2 4DR) is on Thursday, 16 September, when Joe Davis, a Senior Investment Director of Investec in Guildford, will talk to us about Investec’s investment outlook and strategy.
Despite the turbulence caused by the Coronavirus pandemic, stock markets around the World are high and the media are reporting that the private investment market is booming – so what could possibly go wrong?  
With ongoing uncertainties caused by the pandemic, risks associated with ending the UK furlough scheme this month, recent events in Afghanistan and talk of “tapering” in the USA, it seems a good time to hear the views of an expert in the investment field and ask any investment related questions that you may have lurking in the back of your mind.  
So why not give it a try?  
We meet at Weybourne House for coffee and biscuits from 9.45am for a 10.00am start of the meeting, which normally ends before noon.  All Probus and FFG members are welcome and if you have any questions about the meeting or venue, please don’t hesitate to contact John Coleman by email or phone.