Ep. 120. Interview: PwC Financial Wellness Report
David interviews Robert Churcher, Financial Strategy Lead at PwC Consulting and author of the Financial Wellness Report.
In this episode:
David interviews Robert Churcher, the author of the Financial Wellness Report and they discuss the growing challenges of financial wellness in today's climate, and the importance of education to help people understand their current financial position, their long term goals and how to achieve them. Advice is also critical, particularly contextual advice that is relative to an individual to help them independently manage their finances and to have confidence in investing.
They discuss what the future will look like, especially for young professionals and the different products and services available to them.
For further information read the report in full: http://www.pwc.co.uk/financial-services/fintech/assets/boosting-young-professionals-financial-wellness.pdf