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Ep.2 - Changing corporate cultures from the bottom up, Anna Sofat, Addidi
The Key Learning Points:
1. How financial awareness and the literacy of women can contribute to the gender pension gap
2. The impact of the ‘Are You In’ movement and how it aims to change the culture within financial services
3. The need for more financial education in schools and in the workplace
In this episode of the Risky Mix podcast we speak with Anna Sofat, founder and managing director of Addidi, a financial advice firm which specialises in supporting women and their families.
In part 2 of our chat with Anna, we learn more about Addidi, a family business that was built with women in mind. The ‘Create.Invest.Enjoy’ program delivers a holistic approach to Women’s wealth, encouraging younger women to think more about their financial futures and older women to enjoy their accumulated wealth. And for Anna, it’s as much about enjoying your money as it is accumulating it, which she explains can sometimes be at odds with traditional wealth advice.
When thinking about financial awareness and literacy of women, Anna believes that we need to think differently. She explains that, when it comes to money, we are often driven by our short-term needs, which for many women can be around starting a family. And those decisions will impact our future finances, leading to the large pension gap that women now face. Anna feels that we need more financial education in school and encourages corporates to provide their staff with access to financial education and support in the workplace.
We also learn more about the Are You In? movement, a movement that is designed to change the culture within financial services. Anna believes that we need an overarching purpose that people can engage with, both inside and outside of the industry. That’s why she’s working with 10-12 businesses to look at their purpose and how that’s impacting their company culture and changing behaviours. At an individual level, Anna believes that culture can be changed from the bottom up, and is asking everyone to sign up to one of the five pledges which form part of the movement.
For more information, and to make your pledge, visit: https://www.addidi.com/areyouin/
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By Katie and RajThe Key Learning Points:
1. How financial awareness and the literacy of women can contribute to the gender pension gap
2. The impact of the ‘Are You In’ movement and how it aims to change the culture within financial services
3. The need for more financial education in schools and in the workplace
In this episode of the Risky Mix podcast we speak with Anna Sofat, founder and managing director of Addidi, a financial advice firm which specialises in supporting women and their families.
In part 2 of our chat with Anna, we learn more about Addidi, a family business that was built with women in mind. The ‘Create.Invest.Enjoy’ program delivers a holistic approach to Women’s wealth, encouraging younger women to think more about their financial futures and older women to enjoy their accumulated wealth. And for Anna, it’s as much about enjoying your money as it is accumulating it, which she explains can sometimes be at odds with traditional wealth advice.
When thinking about financial awareness and literacy of women, Anna believes that we need to think differently. She explains that, when it comes to money, we are often driven by our short-term needs, which for many women can be around starting a family. And those decisions will impact our future finances, leading to the large pension gap that women now face. Anna feels that we need more financial education in school and encourages corporates to provide their staff with access to financial education and support in the workplace.
We also learn more about the Are You In? movement, a movement that is designed to change the culture within financial services. Anna believes that we need an overarching purpose that people can engage with, both inside and outside of the industry. That’s why she’s working with 10-12 businesses to look at their purpose and how that’s impacting their company culture and changing behaviours. At an individual level, Anna believes that culture can be changed from the bottom up, and is asking everyone to sign up to one of the five pledges which form part of the movement.
For more information, and to make your pledge, visit: https://www.addidi.com/areyouin/