Podcasts about aegon uk

Tom (wie man Dr. Thomas Mathar in seiner Wahlheimat nennt) leitet bei Aegon UK das Centre for Behavioural Research -- ein Team aus Psychologen und Verhaltenswissenschaftlern, die Menschen helfen, bessere langfristige Lebens- und Finanzentscheidungen zu treffen. In Deutschland kennt man ihn als Autor der Bücher "Financial Wellbeing", "Cleveres Krisen-Mindset" und "Der Weg zu Glück und Wohlstand im 100-Jahre-Leben" sowie als Speaker zu den Themen Finanzbildung und Langlebigkeitsbildung. Linkedin https://www.linkedin.com/in/mathar/ www.10bausteine.de Buch Financial Wellbeing: Die 10 Money- und Mindset-Bausteine für ein krisenfestes, glückliches und erfolgreiches Leben: https://amzn.eu/d/aH7HD08 Buch Der Weg zu Glück und Wohlstand im 100-Jahre-Leben: Ein Leitfaden für Finanz- und Lebensplanung: https://amzn.eu/d/iMH7NCV Buch Cleveres Krisen-Mindset: Strategien für schwankende Märkte: https://amzn.eu/d/e4p664a ____________________________________ Zu mir: Kostenfreier Live Online Workshop: https://workshop.katharinadauenhauer.com Instagram: https://www.instagram.com/katharinadauenhauer/ Youtube: https://www.youtube.com/channel/UCaSuRObrglpQchBiIfKXwsg Facebook: https://www.facebook.com/profile.php?id=100063805300481 Website: www.katharinadauenhauer.com Katharina ist Expertin für Vermögensaufbau und Finanzen. Nach einer Bankausbildung bei einer deutschen Großbank und einem Studium der Wirtschaftspädagogik leitete sie über viele Jahre an einer Berufsschule für Banken, Immobilien und Versicherungen den Fachbereich Wirtschaft und war lange als Prüferin im IHK-Prüfungsausschuss für Bankkaufleute tätig. Einen Ausgleich für ihre langjährige Tätigkeit in der Finanzwelt findet Katharina in ihrer Tätigkeit als Yogalehrerin und Lifecoach. Heute lebt sie in Garmisch-Partenkirchen und auf Mallorca und begleitet Menschen auf ihrem Weg in die finanzielle Unabhängigkeit und Freiheit.

Die 50:30:30-Regel Manchmal muss man auch als versierter Investor wieder bei Adam und Eva beginnen. Warum lege ich eigentlich an und wozu sorge ich langfristig vor? Damit befasst sich Dr. Thomas Mathar in seinem neuen Buch „Der Weg zum Glück und Wohlstand im 100-Jahre Leben.“ Tom leitet seit 2017 das Zentrum für Verhaltensforschung von Aegon UK, einem der führenden Finanzdienstleister in Großbritannien. Sein Credo: Auch wenn die Finanzindustrie jungen Menschen gerne vorhält, dass ihre Sparquote zu gering sei habe es durchaus auch einen Nutzen im Hier und Jetzt zu leben. So kann es sich etwa langfristig auszahlen in Netzwerke und soziale Kontakte zu investieren. Tom Mathar hält sich persönlich an die 50:30:20-Regel: 50 Prozent des verfügbaren Einkommens für den unverzichtbaren täglichen Bedarf (Wohnkosten, Transport, Lebensmittel…) auzugeben, 30 Prozent für das, was man sich leisten möchte und 20 Prozent sollte man für den langfristigen Vermögensaufbau verwenden. Financial Wellbeing, wie er es nennt, dass Geld und Wohlstand  nicht alles ist, wie der Klassiker „Die Buddenbrooks“ von Thomas Mann zeigt, sondern es mehr zum Lebensglück braucht. Allerdings sei die Finanzplanung für ein erfülltes Leben das, was Mehl für das Brot ist: ohne dieser Zutat lässt sich – die Low Carb Brotbäckerinnen mögen es mir verzeihen - nur schwer ein wohlschmeckendes Brot backen. Viel Hörvergnügen bei der etwas anderen Podcastfolge der GELDMEISTERIN wünscht Julia Kistner Apropos Lebensfreude: wenn Euch diese Podcastfolge gefallen hat, dann spendet doch für die gemeinnützige Organisation Eurer Wahle - mir fällt spontan UNICEF und Ärzte ohne Grenzen ein - und unterstützt die GELDMEISTERINbitte mit einem Gratis-Abo, Kommentar oder Likes oder empfehlt den Podcast einfach weiter :-) Musik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung. #Geldanlage #Vorsorge #sparen #ETF. #Cash #Wohlstand #Lebensglück #invest #Podcast    

Die 50:30:30-Regel Manchmal muss man auch als versierter Investor wieder bei Adam und Eva beginnen. Warum lege ich eigentlich an und wozu sorge ich langfristig vor? Damit befasst sich Dr. Thomas Mathar in seinem neuen Buch „Der Weg zum Glück und Wohlstand im 100-Jahre Leben.“ Tom leitet seit 2017 das Zentrum für Verhaltensforschung von Aegon UK, einem der führenden Finanzdienstleister in Großbritannien. Sein Credo: Auch wenn die Finanzindustrie jungen Menschen gerne vorhält, dass ihre Sparquote zu gering sei habe es durchaus auch einen Nutzen im Hier und Jetzt zu leben. So kann es sich etwa langfristig auszahlen in Netzwerke und soziale Kontakte zu investieren. Tom Mathar hält sich persönlich an die 50:30:20-Regel: 50 Prozent des verfügbaren Einkommens für den unverzichtbaren täglichen Bedarf (Wohnkosten, Transport, Lebensmittel…) auzugeben, 30 Prozent für das, was man sich leisten möchte und 20 Prozent sollte man für den langfristigen Vermögensaufbau verwenden. Financial Wellbeing, wie er es nennt, dass Geld und Wohlstand  nicht alles ist, wie der Klassiker „Die Buddenbrooks“ von Thomas Mann zeigt, sondern es mehr zum Lebensglück braucht. Allerdings sei die Finanzplanung für ein erfülltes Leben das, was Mehl für das Brot ist: ohne dieser Zutat lässt sich – die Low Carb Brotbäckerinnen mögen es mir verzeihen - nur schwer ein wohlschmeckendes Brot backen. Viel Hörvergnügen bei der etwas anderen Podcastfolge der GELDMEISTERIN wünscht Julia Kistner Apropos Lebensfreude: wenn Euch diese Podcastfolge gefallen hat, dann spendet doch für die gemeinnützige Organisation Eurer Wahle - mir fällt spontan UNICEF und Ärzte ohne Grenzen ein - und unterstützt die GELDMEISTERINbitte mit einem Gratis-Abo, Kommentar oder Likes oder empfehlt den Podcast einfach weiter :-) Musik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung. #Geldanlage #Vorsorge #sparen #ETF. #Cash #Wohlstand #Lebensglück #invest #Podcast    

In dieser spannenden Weihnachtsfolge des Finanzrocker-Podcasts tauchen wir in die Welt von Financial Wellbeing ein. Daniel spricht mit Dr. Thomas Mathar, einem Verhaltensökonom und dem Autor des lesenswerten Buches "Der Weg zu Glück und Wohlstand im 100-Jahre-Leben". Tom, der das Zentrum für Verhaltensforschung bei Aegon UK in Edinburgh leitet, teilt seine wertvollen Erkenntnisse über Altersvorsorge, die Unterschiede zwischen deutschen und britischen Anlegern sowie die Herausforderungen einer langfristigen Finanzplanung.Wir beleuchten das Konzept des "100-Jahre-Lebens", das sich aus der steigenden Lebenserwartung ergibt und die Notwendigkeit einer flexiblen Lebens- und Karriereplanung betont. Wenn du wissen möchtest, wie du deine Finanzen so planst, dass du auch im Alter noch glücklich und wohlhabend leben kannst, bist du hier genau richtig!ShownotesZum Buch von Tom "Der Weg zu Glück und Wohlstand im 100-Jahre-Leben"*Zum Buch "Die Buddenbrooks: Verfall einer Familie" von Thomas Mann*Präsentiert von VinosDiese Weihnachts-Folge wird dir präsentiert von Vinos, der Nr. 1 für spanische Weine in Deutschland, mit über 25 Jahren Erfahrung. Vinos ist bekannt für seine Leidenschaft und Qualität, was auch durch fast 125.000 Bewertungen bei Trustpilot mit einer Durchschnittsbewertung von 4,8 von 5 Sternen bestätigt wird.Es gibt ein exklusives Angebot für Finanzrocker-Hörerinnen und Hörer: Das Finanzrocker Festwein-Paket mit sechs spanischen und portugiesischen Weinen zum Preis von nur 29,99 Euro. Damit sparst du fast 50 % auf den Normalpreis von 59,65 Euro. Zusätzlich gibt es als Gratis Geschenk noch 4 Gläser von Schott Zwiesel dazu.Im Vinos Finanzrocker Festwein-Paket sind sechs Rotweine aus Spanien enthalten. Vier davon sind sogar preisgekrönt. Lass dir das Angebot nicht entgehen.Hier findest du alle Informationen zum Weinpaket Hosted on Acast. See acast.com/privacy for more information.

In this Weekend Essay, Tom Browne reflects on the art of apologising in financial services, spotlighting recent cases from Aegon UK and the PFS. He examines why some apologies resonate while others fall flat, the fine line between sincerity and damage control, and why saying sorry can be a powerful act of strength. Listen now:  

In this episode of In Conversation With, host Lois Vallely welcomes Tom Mathar from Aegon UK's Centre for Behavioural Research. They talk about the three unprecedented challenges in financial wellbeing: increased longevity requiring more funds for longer lives, the shift of long-term financial planning responsibility from the state to individuals, and the complexity of multi-stage lives with multiple careers and transitions. Mathar also highlights the importance of financial advisers in understanding clients' values and emotions to enhance their financial wellbeing.

Summary In this episode of the Humans vs Retirement podcast, I have a great conversation with Dr Thomas Mather, Head of the Centre for Behavioural Research for Aegon UK, about the emotional and behavioural challenges retirees face. Tom shares his expertise and research into the specifics around connecting and empathising with your future self and how we must challenge the narrative that retirement is the natural last phase of life. Dan & Tom discuss the importance of research in understanding these challenges and strategies to help individuals live a happy, healthy & wealthy retirement. What You'll Learn The listener will learn about: The emotional and behavioural challenges of retirement. How to make confident and informed decisions about retirement planning. The importance of connecting with and empathising with one's future self. Having a strong and meaningful connection to the future. Spending money on things that bring joy and purpose. The societal expectation of retirement as the natural last phase of life. Encouraging a more open and adaptable approach to aging. The importance of self-knowledge and having a flexible mindset and playbook to adapt to unforeseen risks in retirement planning. About My Guest Tom heads up the Centre for Behavioural Research, at Aegon UK, a small team of behavioural scientists and psychologists who work in the space where Behavioural Finance and Financial Wellbeing meet. He has a PhD in Social Anthropology from Berlin and later completed further training in Behavioural Economics at LSE. He lives in Edinburgh with my wife and 6-year-old twins (who're non identical twins and hence useless for experimental purposes). Find out more at www.humansvsretirement.com  

At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money. The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients' wellbeing as well as wealth – recently held its annual conference, which focussed on just this. In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers. This episode, Dr Thomas Mathar – insight manager at Aegon UK's Centre for Behavioural Research – discusses why advisers should be trying to help their clients adjust their mindset to help improve financial wellbeing.  

With climate change a top priority for organisations and governments around the world, LIBF is bringing together key players in the finance sector to highlight organisations and activities that are making a real difference as part of our Sustainable Finance in Action project. In this episode, John Somerville, LIBF, talks to Tim Orton and Hilkka Komulainen from Aegon UK. They discuss how the company has a significant role to play in the transition to a lower-carbon world. Default funds, and their journey to net-zero, are a big part of this. As part of this project, many of these key players have produced films to show how they're playing their part. Watch Aegon UK's film here https://bit.ly/3tNKywE and all of the films on our YouTube channel. For more information on our Sustainable Finance in Action project go to our website and follow us on our social channels on Twitter and Linkedin.

Martin Coyle from Aegon talks to Martin about legacy assets moving to platforms. Martin has been in financial services since 1991. His career began with MLC which later became the wealth management arm of National Australia Bank. He sought pastures new arriving in the UK in 2005 where has held consultancy and business development positions with Prudential and AXA Wealth before joining Aegon UK as Head of Platform Sales. More recently becoming Director- Business Development he is responsible for the Strategic Account, Technical, Tax and Trust teams. Following completion of a Diploma of Financial Markets and a Diploma of Financial Planning Martin qualified for Certified Financial Planner status. Outside of work Martin is also Chair of The Thin Green Line Foundation UK Ltd which supports park rangers and their families around the world. @martincoyle34

Jo Causon is Chief Executive at the Institute of Customer Service. Her background is in the financial services sector, having recently been appointed as a non-executive director to Aegon UK’s independent governance committee and having previously spent more than 11 years working for organisations such as Aviva plc. She has also held director roles in brand and business consulting, policy development and research for City and Guilds and the Chartered Management Institute.

Each Spring, around 5,000 private investors gather in London to learn from expert speakers how to make the most of their savings, talk directly to CEOs of companies they can invest into, and hear the UK’s leading entrepreneurs and fund managers speak about future trends. Master Investor is now the UK’s leading, must-visit event for private investors. And this year, Informed Choice Radio was invited to attend as an exhibitor. We had a stand in the new personal finance bloggers area of the show, and spent the day meeting other exhibitors, speakers and lots of delegates. In this episode, we speak to Ed Bowsher from Share Radio, Matthew Jennings from Fidelity International and Tom Murray Brown from ECf Solutions, before answering investment questions from a number of visitors to our stand. Personal finance news update -People’s confidence in their personal finances was stronger last month, according to the latest Spending Power Report from Lloyds Bank. -The new £1 coin became legal tender this week. It’s the first new £1 coin to be introduced in more than 30 years and will be the most secure of its kind in the world, as HM Treasury aims to tackle counterfeits. -New research from Aegon UK has found 45% of working age adults have no ISA savings for the purpose of retirement. -Tesco has agreed to pay a fine of £129m to avoid prosecution for overstating its profits in 2014. -Mortgage approvals from banks have reached their lowest level in three months, according to the British Bankers’ Association. Get answers to your personal finance questions Do you have a personal finance or investing question for Martin? Email martin@icfp.co.uk or ask on Twitter @martinbamford. You can call our dedicated podcast voicemail line on 020 8144 2745 with your question or visit www.icradio.co.uk/voicemail to leave an online voice message.

In this episode of Informed Choice Radio, Martin talks to Steven Cameron from Aegon about selling your pension annuity and why they have been lobbying the financial services regulator to ensure consumers are well protected. There is also a roundup of the latest personal finance news and an update from the world of Informed Choice. Selling your pension annuity This week, Martin spoke to Steven Cameron at Aegon about the new secondary market for pension annuities which is being introduced next April. Steven is responsible for regulatory and legislative analysis, and for lobbying on behalf of Aegon UK and the life and pensions industry. He joined Aegon UK in 1996 and is an actuary by profession, with 30 years of experience in financial services. Steven represents Aegon on a number of committees for the Association of British Insurers, including the Long Term Savings and Life Insurance Committee. He is also a member of Scottish Financial Enterprise’s Insurance, Life & Pensions Sector Policy Group. Martin asked Steven if he could explain how the planned secondary market for pension annuities might work when it was introduced next April. Earlier in the week, Aegon called on the Financial Conduct Authority to go further in setting out clearly its protection measures for potentially vulnerable consumers. Martin asked Steven what measures Aegon would like to see the regulator introduce before next April in order to protect consumers. Finally, he asked Steven how important it was for financial advisers to be involved in the new secondary annuity market and what a lack of participation from financial advisers would mean for consumers. Personal finance news update -Millionaires in Asia are now in control of more wealth than those in North America, Europe and other regions. -More than 100,000 people are set to receive letters telling them they won’t qualify for the new state pension. -Consumer group Which? has warned that the most loyal customers of banks are getting ‘woeful’ interest rates on their Individual Savings Accounts. -The UK population has risen by over half a million during the past year, or 0.8%, to reach 65.1m people. -Half of UK’s mortgage holders have no life insurance cover in place, meaning that 8.2 million people are leaving themselves and their families financially exposed if the unforeseen were to happen. Get answers to your personal finance questions Do you have a personal finance or investing question for Martin? Email martin@icfp.co.uk or ask on Twitter @martinbamford. You can call our dedicated podcast voicemail line on 020 8144 2745 with your question or visit www.speakpipe.com/InformedChoicePodcast to leave an online voicemail. Help us spread the word! Thank you for listening to this episode of Informed Choice Radio. If you enjoyed this episode, please share it with a friend. If you enjoy the show, please subscribe in iTunes and write us a review! Reviews really help us stand out from the crowd and reach more listeners. Martin and Informed Choice Martin Bamford is a Chartered Financial Planner, Chartered Wealth Manager and SOLLA Accredited Later Life Adviser. As Managing Director of Informed Choice, the award-winning firm of Chartered Financial Planners in Surrey, he is responsible for nearly £200m of client assets. Martin is the author of several bestselling personal finance books and produced his first feature-length documentary in 2014, about the post-war Baby Boomer generation in retirement. “Bamford excels at making even the dullest topics interesting” – Pensions Management Visit www.icfp.co.uk to find out more about Informed Choice, or follow us on Twitter at www.twitter.com/informedchoice.

The way in which the public pay for financial advice for is changing from the start of next year as part of a far-reaching reform known as the Retail Distribution Review or RDR. The UK's financial watchdog, the Financial Services Authority has decided that financial advisers have to change the way they charge for their services. Rather than receive commission from a fund manager or pension company they must now agree their charges with you, the client, under a system known as adviser charging. The watchdog has also increased the qualifications advisers must obtain before they are able to practice. The new system comes into to force on at the start of January. If you have an IFA or financial adviser already or are planning to consult one about your financial planning needs in the near future, it may have implications for you. In this podcast interview financial journalist John Lappin talks to pension firm Aegon UK’s RDR expert Steven Cameron about the reform and what it may mean for you