Financial wellbeing week 2022

If you joined us at Financial wellbeing week 2022, we hope you enjoyed the webinar sessions and they highlighted some key insights. You can find the recordings for each session below – they’ll be available for 30 days.

For employers only


The following video is about Our purpose and has a transcript (see below).

Hear Andy Manson, our Chief Marketing Officer, give an overview about Financial wellbeing week 2022.


The following video is about Our purpose and has a transcript (see below).

Charlie Goodman, Initiative for Financial Wellbeing, demonstrates how you can help your employees understand their relationship with money, and how this impacts their overall happiness.

Charlie covers why you should set out a clear strategy, why it’s important to think about the mindset and motivations of your employees, and where you can focus for quick wins.


The following video is about Our purpose and has a transcript (see below).

Following the launch of our latest research index we share real insights as Dr Tom Mathar talks about the impact of the cost-of-living crisis when discussing the things that matter.

Tracey Clifton, Aegon’s Head of Communications then takes you through the tools and information available, how you can navigate the content and create, or enhance, your current financial wellbeing strategy to help support your employees.


The following video is about Our purpose and has a transcript (see below).

Our research suggests helping people connect their savings with their day-to-day values could improve both financial wellbeing and broader engagement with pension savings plans.

Hilkka Komulainen, Aegon Head of Responsible Investment and Jacinta Dillon, Make My Money Matter explore how workplace pension schemes can best respond to members’ views and support the transition to a fairer and more sustainable society.

For financial advisers only


The following video is about Our purpose and has a transcript (see below).

Hear Andy Manson, our Chief Marketing Officer, give an overview about Financial wellbeing week 2022.


The following video is about Our purpose and has a transcript (see below).

Industry experts Dr Tom Mathar of Aegon and Chris Budd of the Initiative for Financial Wellbeing discuss what financial wellbeing is and what it means for you and your business and your clients.

Plus, practical steps of how you can talk to your clients about financial wellbeing – kickstarting a new type of conversation that could elevate your service.


The following video is about Our purpose and has a transcript (see below).

Join Dr Tom Mathar, Elaine Cruickshank and Martin Haggart from Aegon as they look at what wealth transfers can bring to your business – as well as how to engage emerging generations – maximising the opportunities for you and your business.


The following video is about Our purpose and has a transcript (see below).

Most people want to contribute to a more sustainable world, but only 9% think of their savings as a way of acting more sustainably.

But there’s a sizeable mismatch between beliefs, savings intent and real-life investment choices.

Hear from Hilkka Komulainen, Aegon’s Head of Responsible Investing and Julia Dreblow, founder of SRI services to find out how helping clients connect their beliefs and investments could improve engagement, enhance their financial wellbeing, and support the transition to a lower carbon world.


The following video is about Our purpose and has a transcript (see below).

Having protection cover in place can help provide your clients and their families with a financial safety net to fall back on should they face one of life’s uncertainties. But you may often be faced with objections as to why they don’t think they need this valuable cover.

This session introduces useful strategies to use with clients to help you address biases that prevent people from taking out protection cover, and demonstrate the importance of making sure your clients have a strong financial safety net in place.


Looking for more?

Advisers, visit our Financial wellbeing hub.
Employers, visit our Workplace wellbeing hub.