On-demand webinar

How to get the right balance between cash and investments

Join our experts as they explore when you should keep cash, how much you should hold, and when investing can be right to achieve your financial goals.

29th Nov 2023 Webinar

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Should you save or invest?

UK consumers collectively hold around £1.5 trillion in savings accounts*. But in a time of higher interest rates, a recent report of the bank savings market, found that from January 2022 to May 2023, only 28% of the UK base rate changes were passed through to consumers. So, is cash really king?

Watch the webinar

You'll learn:

  • The role of cash savings
  • How to manage cash savings effectively
  • When to save and when to invest
  • The current environment and the outlook for interest rates and inflation
  • How to set financial goals

Meet the hosts

Erica Whyte

Erica Whyte

Spokesperson

Erica is a presenter and digital content creator from Toronto, Canada. Prior to her role as Spokesperson and Head of Content Strategy at Charles Stanley, Erica was a live events host and reporter in various cities in the United States.

Lisa Caplan

Lisa Caplan

Director of OneStep Financial Plans

Lisa is a Chartered Financial Planner, with over 14 years of experience helping people to understand their financial position and to make good financial decisions. Lisa offers easily accessible and digestible guidance and advice on key areas, so that you can move forward with confidence. She will understand what’s important to you and clarify your options without jargon and discuss the next steps you should be taking.

Rob Morgan

Rob Morgan

Chief Analyst

Rob has over 20 years' experience in Financial Services and has worked as a financial adviser, pension specialist and investment analyst. He currently specialises in researching actively-managed funds and he regularly writes about investments, markets and personal finances.

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