Event details

Date
Time
Duration
2021-09-28 13:00:00
2021-09-28 14:00:00
Europe/London

In partnership with:

About this webinar:

If the past 18 months have taught us anything, it's that life is unpredictable. But one thing that has remained constant is our need for financial security and peace of mind, so we can live an enjoyable and meaningful life — both now and in the future.

As people reassess their lives in a post-pandemic world, advisers can play a key role in helping to improve their clients’ overall financial wellbeing – giving them confidence in their financial decisions so they can sleep better at night.

Aegon has recently conducted extensive research with more than 10,000 people across the UK, to create its Financial Wellbeing Index – providing a panoramic view of the UK’s financial health, the drivers, and roadblocks to financial wellbeing. Aegon is the first founding partner of the Initiative for Financial Wellbeing (IFW).

Join Aegon’s marketing director, Andy Manson, and Cover editor, John Brazier, as they discuss why advisers should consider their clients’ financial wellbeing, how it can lead to improved client outcomes, and the impact of protecting clients against the unexpected, with Tom Morris, co-founder of the IFW and Dr Nikki Ramskill, also known as The Female Money Doctor – a GP and money coach.

Panellists

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John Brazier

Cover Editor

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John Brazier is an experienced B2B journalist and editor. He took on the position of editor for COVER in February 2021. He was previously editor of The Trade, a buy-side publication for a readership of global asset managers, hedge funds and traders.

Prior to this, John spent three years with WatersTechnology, a fintech publication with a global audience, where he held roles of European staff writer and then deputy editor, working across the buy- and sell-side brands of the title. He has also worked on a number of energy, personal finance, retail IT and technology brands.

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Tom Morris

Director and Chartered Financial Planner, Ovation Finance

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Tom Morris is a Director and Chartered Financial Planner at Ovation Finance, a Chartered Financial Planning firm based in Bristol. He also co-founded the Initiative for Financial Wellbeing (IFW), where he is currently a Director.

For over 5 years now, Tom has been researching the topic of financial wellbeing and using this to help individuals and business owners plan for the future. A key area of financial wellbeing is being able to cope with financial shocks that come along.Therefore, protection planning and advice forms a crucial part of the service Ovation and Tom provide.

Tom also co-hosts and produces The Financial Wellbeing Podcast.

Further information about Tom can be found here.

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Andrew Manson

Chief Marketing Officer, Aegon

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Andy is responsible for the development and marketing of propositions across workplace, retail and protection channels. Andy has over 25 years of experience in the industry across a range of marketing, operations and distribution roles. He joined Aegon from KPMG in 2016 where he was a management consultant working with insurers, advisers and asset managers to drive strategic change. Prior to this, Andy held a number of senior roles at Standard Life.

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Dr Nikki Ramskill

The Female Money Doctor

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Dr Nikki, also known as The Female Money Doctor, is a GP turned money coach and has over 10 years of experience as an NHS doctor and women’s health specialist. After years of mismanaging her own finances and then getting them back on track, she saw how poor money management was leading to physical and mental health problems for her patients and colleagues too. This sparked a desire to do something about it. She believes that we cannot be truly healthy while a money nightmare is going on in the background. Dr Nikki now helps women from all over the world to improve their mental health and well-being through getting organised with their finances and building wealth for the future they truly deserve.

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