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In Conversation With... Tom Mathar, head of Aegon UK's Centre for Behavioural Research

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Manage episode 429309560 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

160 episodes

Artwork
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Manage episode 429309560 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

160 episodes

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