Britain’s Financial Services sector is one of the strongest and most sophisticated in the world, but with this heritage comes a legacy of tradition which is sometimes at odds with the nuanced and fluid needs of today’s consumers.
Previously unengaged or underserved groups are increasingly aware that their financial needs are not well met by the established players, as new entrants disrupt the industry with differentiated propositions and highly refined communications. Understanding that a one-size-fits-all approach is unsustainable will be crucial to future success in the industry.
We invite you to join us on the evening of Tuesday 24 September as we examine our Financial Research Survey and new research with women in a range of circumstances, we’ll reveal differences in financial engagement across products, services, channels and communications. By analysing the wealth of data collected over 40 years, we will examine the changing behaviours, habits and attitudes to savings and investment of different customer groups.
- Emily Walch, Corporate Affairs Director, The Investment Association
- Becky Burt, Head of Marketing, Business Banking & Entrepreneurship, RBS
- Flora Vieites, Research Director, Financial Services, Ipsos MORI
- Jessica Long, Associate Director, Qual, Ipsos MORI
- Stephanie Mensah, Associate Director, Ipsos MORI
Ipsos ethnographer, Lucy Neiland, will share an exclusive short film featuring real stories from women about their financial journeys. Watch a brief preview:
Here, Lucy explains what the project was all about:
"On average, UK men have five times the pension wealth of women at retirement age. That’s five times the security, independence and reward. So how does gender influence financial lives and what lies behind this later-life discrepancy? This film seeks answers, speaking to experts and hearing real stories from woman at different life stages. It features Baroness Altman, the award-winning expert on later-life issues, Sian Fisher, who leads the professional body for insurance and financial planning, and Professor Janette Rutherford, author and academic who has studied the history of women as investors. Together, they help lift the lid on the role gender continues to play in dictating financial circumstances and the very real consequences of imbalances in later life."
Places are free of charge but strictly limited, please register above >>
Foremost among the opportunities for the sector is engaging women in a relevant and appropriate way and, in doing so, enhancing their financial resilience and wellbeing while also opening up potential new revenue streams for providers.
Join us on the evening of 24 September to explore how to connect with these underserved audiences and learn about the untapped opportunities for growth which exist through meeting their needs.