NextWealth Insights

Our final episode of the series: Episode 8: Shape of Future Flows, features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management & CEO, Square Mile Investment Consulting & Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight & Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone).In this episode, Heather and Emma revisit the Shape of Future Flows session, sharing their reflections and takeaways from this thought-provoking discussion.

In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.

Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More HumanFeaturing Helen Lovett, Chief Operating Officer, Foster DenovoIn this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.

Episode 5: Insights from WealthTech Case Studies – Engaging Workplace SaversPresented by Andy Manson, Chief Marketing Officer at AegonIn this episode, Heather and Emma revisit Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.

Episode 4: Insights from Debate: This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice.In this episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights.Featured panelists:Anthony Carty, MD, Clifton Asset Management Plc Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups

Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the "Next Advice" panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what it all means for the future of financial advice.Featured panelists:Mark Butterworth, COO, Lathe & Co Wealth AdvisersAndrew Wealthall, COO, Lifetime Financial ManagementLucy Whitehead, CCO, Kingswood Group

In this episode, Ruth Hancock, CEO of Octopus Money, shares insights about their customers—their needs, wants, and what she’s learned on the journey. Heather and Emma reflect on the key takeaways and their thoughts on the conversation.

NextWealth Insights is back for Season 6!In this new series, Heather and Emma look back at our annual flagship event — NextWealth Live 2025, held in March.We kick things off with the CEO Big Debate: Adapt, Innovate, Thrive, featuring insights from top industry leaders:Chirantan Barua, CEO, Scottish WidowsJon Cleborne, CEO EMEA, VanguardMichele-Louise Golunska, MD of Wealth and Advice, AvivaNick Wright, Global Head, SS&C Global Investor & Distribution Solutions

In our Season 5 finale, we welcome Nick Eatock, CEO of intelliflo.Nick shares insights on how intelliflo leverages AI and his approach to integrating it within the business. Tune in for an insightful conversation on innovation and the future of AI in financial technology!Show notes:https://nextwealth.co.uk/events/ai-lab/

In Season 5, Episode 7, Heather and Alasdair are joined by Gary Abela, Co-Founder & CCO of Re:LoA. Gary introduces us to Re:LoA, sharing its purpose and impact, along with a companion video featuring an in-depth product demo. Show notes: https://www.nextwealth.co.uk/nextwealth-insights-episode-7-season-5-insidereloa/ https://www.amazon.co.uk/AI-Superpowers-China-Silicon-Valley/dp/132854639X https://www.canva.com/en_gb/