Переходьте в офлайн за допомогою програми Player FM !
In Conversation With... Tom Mathar, head of Aegon UK's Centre for Behavioural Research
Manage episode 429309560 series 2645166
In this episode of In Conversation With, host Lois Vallely welcomes Tom Mathar from Aegon UK's Centre for Behavioural Research. They talk about the three unprecedented challenges in financial wellbeing: increased longevity requiring more funds for longer lives, the shift of long-term financial planning responsibility from the state to individuals, and the complexity of multi-stage lives with multiple careers and transitions. Mathar also highlights the importance of financial advisers in understanding clients' values and emotions to enhance their financial wellbeing.
160 епізодів
Manage episode 429309560 series 2645166
In this episode of In Conversation With, host Lois Vallely welcomes Tom Mathar from Aegon UK's Centre for Behavioural Research. They talk about the three unprecedented challenges in financial wellbeing: increased longevity requiring more funds for longer lives, the shift of long-term financial planning responsibility from the state to individuals, and the complexity of multi-stage lives with multiple careers and transitions. Mathar also highlights the importance of financial advisers in understanding clients' values and emotions to enhance their financial wellbeing.
160 епізодів
همه قسمت ها
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.