How can psychology support financial planning?

Unlocking investment to support net zero transition

Bruno Gardner, Head of Climate Change and Nature at Phoenix Group, and Connar McBain, Head of Group Public Affairs at Phoenix Group, join the podcast to explore how to unlock investment to support net zero transition. What role do pension schemes and the Mansion House accord play to enable productive investment? And what opportunities do private markets offer that align to net zero goals?

How can psychology support financial planning?

Alex Murguia, CEO of RISA (Retirement Income Style Awareness), joins us from the US to discuss how the tool supports financial planning for his clients. How can the tool open the floor for a personalised discussion with clients? And how can psychology support advisers to delve deeper and understand their clients?

How do advised clients feel about retirement?

Rich Mayor, Senior Analyst at the Lang Cat, joins Louise Doherty, Head of Wholesale and Product Marketing at Standard Life, and Mike Ambery, Retirement Savings Director, as they take a fresh dive into our Retirement Voice 2024 data through the perspective of advisers.

What is the future of retirement income advice?

The past ten to 15 years has seen significant change in the retirement income advice market as the way people approach retirement has changed. Pete Cowell, Head of Annuities, Individual Retirement Solutions at Standard Life, and Billy Burrows, founder of the Annuity Project and financial adviser, join us to discuss the changes and explore the future of retirement income advice. Visit the Annuity Project > https://www.annuityproject.co.uk/

What is the future of modern retirement?

Dan Haylett, Director at TFP Financial Planning and Claire Altman, MD of Individual Retirement at Standard Life, talk about the more human side of retirement, what will the second half of your clients’ lives really look like? And where will providers, advisers, tech and AI fit in this? Here's the white paper that Claire mentions in the episode: https://library.standardlife.co.uk/CS01338_Thinking_Forward_DC_Policy_White_Paper.pdf [https://library.standardlife.co.uk/CS01338_Thinking_Forward_DC_Policy_White_Paper.pdf]