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Listen "Why do asset owners need to rethink financial wellbeing?"
Episode Synopsis
What does financial wellbeing really mean for pension members today?
For the latest episode of Sustainable Investor, Stuart Hall, Managing Director of Sustainable Media Group sat down with Blake Allison, founder and CEO of LifeCents, to look beyond the slogans and into the reality of how people behave with money.
Blake has spent more than twenty years working with major US employers and financial institutions on financial wellbeing programmes. What stood out in our discussion is how often the industry focuses on account balances and contribution rates, while members are dealing with day to day pressures that make long term decisions far harder than we admit.
We talked about:
• why financial wellbeing has moved beyond information and apps
• what under 35s actually prioritise when money is tight
• the growing gap in retirement readiness for over 50s
• how members really think about sustainability and returns
• why generic “save more” messages no longer work
• and how pension funds can rebuild trust by treating people as people, not data points
Blake’s perspective is practical and grounded, and it challenges some of the assumptions we make as an industry.
If you work in pensions, asset management or financial wellbeing, this conversation is worth your time.
Visit LifeCents to find out more: LifeCents | Audience – Asset Managers
For the latest episode of Sustainable Investor, Stuart Hall, Managing Director of Sustainable Media Group sat down with Blake Allison, founder and CEO of LifeCents, to look beyond the slogans and into the reality of how people behave with money.
Blake has spent more than twenty years working with major US employers and financial institutions on financial wellbeing programmes. What stood out in our discussion is how often the industry focuses on account balances and contribution rates, while members are dealing with day to day pressures that make long term decisions far harder than we admit.
We talked about:
• why financial wellbeing has moved beyond information and apps
• what under 35s actually prioritise when money is tight
• the growing gap in retirement readiness for over 50s
• how members really think about sustainability and returns
• why generic “save more” messages no longer work
• and how pension funds can rebuild trust by treating people as people, not data points
Blake’s perspective is practical and grounded, and it challenges some of the assumptions we make as an industry.
If you work in pensions, asset management or financial wellbeing, this conversation is worth your time.
Visit LifeCents to find out more: LifeCents | Audience – Asset Managers
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