Skip to content

Videos

RESOURCE CENTRE

Mastering Your Financial Future

Expert Tips and Strategies from Manning & Company

Manning & Company’s Video Series delivers clear and actionable financial guidance through expert-led videos, perfect for viewers at any stage of their investment journey. Covering topics like behavioral finance, retirement planning, and smart investing strategies, each video is designed to make complex financial concepts easy to understand. Tune in to learn how to balance living for today while securing tomorrow. Visit our video section to stay updated with the latest insights and tips for building a strong financial future.

What does Market Efficiency mean?

Market efficiency means that it’s very hard to identify, in advance, stocks and funds that will outperform. Investors should focus instead on simply capturing the return of the broad market.

Private equity may be riskier than you think

Private equity used to be an asset class for institutional and very wealthy private investors. Increasingly, though, ordinary investors are seeking exposure to it as well. But how much risk are they taking? Watch our video to find out more.

Be aware of fees and charges

Investors need to be conscious of the costs they’re paying for investing. These are costs are the one thing you ‘can’ really control as an investor.
You can’t control the ups and downs of the markets, but you can control those incremental fees that you’re paying.

Look after your future self

The video focuses on the human tendency to prioritise immediate gratification over long-term rewards, a concept called temporal discounting. This bias often leads people to underinvest for the future, such as retirement savings

What investors can learn from history

The way that human beings generally learn to do things is through trial and error. In most cases, it’s a sensible and effective strategy. But, as behavioural finance expert Joe Wiggins explains, it’s not a good way to learn about investing.

Behavioural finance

Having a good adviser makes sense not only for financial reasons but psychological ones as well. Advisers can’t tell you which investments are going to perform best from one year to the next. But they can help to give you peace of mind.

Unlocking Financial Clarity

Free Expert-Led Video Guides on Key Topics

We have partnered with Money Alive to bring you free access to their impartial, educational videos.  With our video resources, each financial topic is explained by a ‘box-set’ comprising of several short episodes.
You will hear from a range of experts, exploring a range of financial topics from Wills and Pensions to Business Protection.

We are members of the Equity Release Council, the industry body for the UK equity release sector; representing the providers, qualified financial advisers, solicitors and intermediaries.

Personal Protection

This short box set will help you consider the financial impact of illness, critical illness or death and how insurance can help. It will give you an understanding of these important topics and the solutions our advisers can provide.

State Pension

This State Pension box set will educate clients about this important universal benefit. The level of knowledge on State Pensions is generally low and viewers can find out key information such as State Pension age, how the benefit is calculated and where to go to get a forecast and where they can examine their National Insurance record.

Business Protection

This video outlines why it’s important to think about insuring the key people who are critical to your business, those who are responsible for your business’s success, in the event of them becoming critically ill or dying. Shareholder & Partnership Protection and how to put an agreement and funding in place to manage ownership changes in the event of critical illness or death.

Understanding Long Term Care

This box set explores the eligibility for NHS care, how to get a care needs assessment and financial assessment and how the local authority can help you with a caring assessment and in a caring role.

Wills

What are Power of Attorneys and why are they important?  Find out more about the different types and when and how you can use them.  Help on the considerations, and the qualities you should look for in an attorney.

Lasting Power of Attorney

What are Power of Attorneys and why are they important?  Find out more about the different types and when and how you can use them.  Help on the considerations, and the qualities you should look for in an attorney.

Final Salary

Are you considering transferring a final salary pension?
Watch these videos for the options available to members of final salary schemes who have preserved pensions and wish to review their benefits.

Flexible income

A guide to using your pension pot to provide a flexible retirement income. What do I need to consider when deciding the level of my FAD income?  What happens to my pension pot when I die?  How do I get the best FAD product for me and my circumstances?

Guaranteed Income

A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity, inflation, Joint life annuity and Guaranteed death benefits.
Does my current pension policy include valuable income guarantees? How to get the best deal when buying an annuity.

Drawdown Review

The importance of reviewing your drawdown pension and the major factors to consider. Key factors to consider including your objectives, income & capital, risk, taxation, inflation and fund performance. Are you still comfortable with the risks you are taking and what alternatives do you have? What will happen when I die? What is the risk of me running out of money? What happens when I reach age 75? How might taking pension withdrawals impact on me if I am in debt or are eligible for means-tested state benefits?

Pension freedoms

A guide to using your pension pot to provide a flexible retirement income.

Protect Yourself From Scams

This box set helps to outline and educate on the ever increasing threat of scams and how they can reduce the chances of falling victim to one.
Comprising two short chapters, the first ‘Be alert to investment and pension scams!’ shows typical ways scammers approach people in order to steal their information or money.

The second, ‘How Scamsmart can help’, offers practical ideas on how viewers can protect themselves.

An Introduction to Equity Release

The box set looks at the two main types of products, Lifetime Mortgages and Home Reversion and covers important topics including the amounts you can typically raise, eligibility, the advice process, and potential impacts on means tested benefits. The interactive box set also looks at some of the alternatives people might consider and ongoing considerations once equity release is in place.

PA to Director Mike LeGassick

Sharon is PA to Director Mike LeGassick.

Sharon joined Manning and Company in 2017 having worked for City College Plymouth.

Sharon lives in Plymouth with her family.

Managing Director

Paul has vast experience in all elements of financial planning and enjoys taking a life planning approach with his clients realising their goals through their finances.

Paul has been with Manning and Company since 1993 working closely with the founder for many years before being appointed Managing Director in 2010.  

Paul has retained his clients for many years. It is not simply a ‘one off’ visit, but a deep relationship. 

Meetings are scheduled, building trust and helping people achieve their life desires and ambitions. 

When not advising, Paul serves as a Trustee to two local charities and has also appeared in Wealth & Finance Magazine.