Enhance your financial wellbeing with new membership benefit

We’re excited to announce that CIMSPA has officially partnered with Schroders Personal Wealth to provide our members with access to monthly financial wellbeing strategy webinars and free financial advice.*

As we move towards the end of the year, we continue to face cost of living increases and areas of financial uncertainty. At CIMSPA, we know that financial wellbeing is essential for our overall wellbeing, leading to improved physical and mental health and a better work-life balance.

To make sure that our members have access to the advice that they need to make the best financial decisions for them, Schroders will provide access to a free 30-minute appointment with Schroders Personal Wealth advisor. These sessions will be tailored to the person, whether they are self-employed, freelance or in full-time employment.

In addition, Schroders and CIMSPA are providing access to monthly financial wellbeing strategy webinars. These webinars will provide practical advice on how to manage finances and will focus on providing CIMSPA members with the information and resources they need to make financial plans for the future.

Webinars are available both live and on-demand, covering a variety of topics, including saving and investing, family finances, planning for retirement, help to get on the housing ladder and more.

CIMSPA members can access this new benefit in the CIMSPA membership portal, just login using the link below and go to the ‘Member Benefits’ area.

LOGIN AND ACCESS FINANCIAL ADVICE

For more information on the range of benefits that you can access as a CIMSPA member, click HERE.  

If you are interested in becoming a CIMSPA member make sure to apply today HERE.

*All member benefits are subject to change based on terms and conditions.