NextWealth Insights

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In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.

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 ref…

Episode 5: Insights from WealthTech Case Studies – Engaging Workplace SaversPresented 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 refl…

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 pa…

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 i…

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, Sco…

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://nextw…

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-epis…