How can we better engage with Next Gen Investors?
A huge intergenerational transfer of wealth is currently underway - how can we connect with this new generation of investors?
Theresa Clifford • 6 minute readTheresa is a Director within the Financial Services team at EY Seren, focussing on Life & Pensions, General Insurance and Specialty Insurance. She has over 20 years’ experience in delivering award-winning, holistic customer centric strategies and programmes of work for global organisations.
A huge intergenerational transfer of wealth is currently underway - how can we connect with this new generation of investors?
Theresa Clifford • 6 minute readThe new battleground for the General Insurance market is evolving quickly. It is no longer enough to outperform competitors with low rates.
Theresa Clifford • 6 minute readMost products and services are designed with men in mind. Adopting universal and inclusive design ensures that we do not design solely for men or…
Theresa Clifford • 6 minute readMore needs to be done to help women save for the future. By focusing on women’s needs, the financial journey into retirement can be improved for…
Theresa Clifford • 7 minute read