Retirement is a historically relatively new invention. And it may be a short-lived one, too. Not only do economic and demographic long-term trends pose financial challenges. But our desires, requirements, and needs are changing too. For example, few see themselves working for the same employer their entire working-lives. Crucially, few want to do so. In a 100-year-life or a multi-stage-life new notions – like Financial Wellbeing – and new asset classes – like transformational assets – are becoming more important. In this session we’re discussing the trend “from Retirement Readiness to Financial Wellbeing” and what it means for financial advisers, corporate advisers and HR professionals.
About our hosts
An internationally experienced customer and behaviour researcher who held a breadth of research roles on both agency and client-side; healthcare, consumer industries and financial services; public and private sector. Currently at Aegon, leading initiatives of its Centre for Behavioural Research and within that, leading on Financial Wellbeing research.
Has worked in financial services for 40 years and remains passionate about supporting clients with new thoughts and ideas but always with a focus on being easy to work with.
Please note, this is an in-person event. Spaces are limited, so please register early to avoid disappointment.
Date & Time
Wed, 8th December 2021
13:00 – 14:00