Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More Human

Featuring Helen Lovett, Chief Operating Officer, Foster Denovo

In this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.

Episode 5: Insights from WealthTech Case Studies – Engaging Workplace Savers
Presented by Andy Manson, Chief Marketing Officer at Aegon

In this episode, Heather and Emma revisit Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.

Episode 4: Insights from Debate: This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice.

In this episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights.

Featured panelists:

• Anthony Carty, MD, Clifton Asset Management Plc 

• Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups

Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025

In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the "Next Advice" panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what it all means for the future of financial advice.

Featured panelists:

• Mark Butterworth, COO, Lathe & Co Wealth Advisers

• Andrew Wealthall, COO, Lifetime Financial Management

• Lucy Whitehead, CCO, Kingswood Group

In this episode, Ruth Hancock, CEO of Octopus Money, shares insights about their customers—their needs, wants, and what she’s learned on the journey. Heather and Emma reflect on the key takeaways and their thoughts on the conversation.

NextWealth Insights is back for Season 6!

In this new series, Heather and Emma look back at our annual flagship event — NextWealth Live 2025, held in March.

We kick things off with the CEO Big Debate: Adapt, Innovate, Thrive, featuring insights from top industry leaders:

• Chirantan Barua, CEO, Scottish Widows

• Jon Cleborne, CEO EMEA, Vanguard

• Michele-Louise Golunska, MD of Wealth and Advice, Aviva

• Nick Wright, Global Head, SS&C Global Investor & Distribution Solutions

In our Season 5 finale, we welcome Nick Eatock, CEO of intelliflo.

Nick shares insights on how intelliflo leverages AI and his approach to integrating it within the business. Tune in for an insightful conversation on innovation and the future of AI in financial technology!

Show notes:

https://nextwealth.co.uk/events/ai-lab/

In Season 5, Episode 7, Heather and Alasdair are joined by Gary Abela, Co-Founder & CCO of Re:LoA. Gary introduces us to Re:LoA, sharing its purpose and impact, along with a companion video featuring an in-depth product demo.

Show notes:

https://www.nextwealth.co.uk/nextwealth-insights-episode-7-season-5-insidereloa/

https://www.amazon.co.uk/AI-Superpowers-China-Silicon-Valley/dp/132854639X

https://www.canva.com/en_gb/

In Season 5, Episode 6, Heather and Alasdair sit down with Alan Gurung, CEO and Co-Founder of AdvisoryAI. Alan shares the story behind AdvisoryAI, its mission, and how it’s transforming the financial services industry. He also dives into practical applications of AI and provides a 10-minute product demo to showcase its capabilities.

(Watch the demo via the link in the show notes!)

Show notes:

https://www.nextwealth.co.uk/nextwealth-insig…-season-5-ai-lab/

Episode 5 takes a unique twist! This time, Heather and Alasdair let AI take the spotlight. Using Notebook LM, Google’s AI-powered research assistant, two AIs discuss our newly released Financial Advice Business Benchmarks Report. Based on a survey of over 300 financial advice professionals conducted this summer, the report offers valuable insights for the advice community. Tune in to hear what the robots have to say about the findings!