The Wisdom Council

Delivering consumer insight to financial services firms. Pioneers in putting customers at the heart of decision making. Certified B Corporation

[The Wisdom Council @wisdomcouncil]

How to make engaging with pensions more fun? Throw in some bright colours and 90s nostalgia and that should do it!

[Pay Your Pension Some Attention! @PensionAttn]

Are you feeling ‘Bleurgh’ about your pension? Travel back to the 80s and 90s and join us as we play @TimmyMallett’s ‘#TheNostalgiaGame’ and get thinking about #pensions from past jobs.
#PensionAttention

Find out more ➡️ https://t.co/EXlHd1pdQb

[The Wisdom Council @wisdomcouncil]

Such a special evening celebrating our incredible milestone of 10 years in business! 🥳️We brought together those who have supported us along the way, as a huge thank you for all they've done and we looked forward to what the next 10 may bring. Thanks to those who joined us 💙

[The Wisdom Council @wisdomcouncil]

We're looking forward to hearing from all the panel at the IA's Conference. If you're in attendance, make sure you catch our Head of Investor Insight & Governance @dawnhyams

[The Investment Association @InvAssoc]

Join us at the IA's Annual Conference on June 20th. Our first panel will look at how investment managers can support changing investor expectations with speakers from @Schroders, @AXAIM_UK, @boringmoney, @wisdomcouncil, @abrdn_plc. Full programme here: https://t.co/kGDqVcKn3b

[The Wisdom Council @wisdomcouncil]

Great to see our latest research featured in the press today. Find out more and purchase our report here: https://t.co/DqH3j956eF

[Professional Adviser @Profadviser]

Paid for financial review appeals to half of pre-retirees https://t.co/eRf9sO4tQu

[Professional Adviser @Profadviser]

UK financial regulator warns firms over diversity and inclusion vagueness https://t.co/uystJz1XWr

[The Wisdom Council @wisdomcouncil]

One third of these had returned to work for financial reasons, and a similar proportion had returned due to boredom. Find out more about our latest research, join our webinar: https://t.co/tP8I1QLdBo

[The Wisdom Council @wisdomcouncil]

Great first steps in #Budget2023 today to make returning to work more enticing for the older generation. We are wholly supportive of any efforts which recognise and support the reality of more flexible retirement. Beyond the removal of the LTA and other actions taken today 1/4

[The Wisdom Council @wisdomcouncil]

Only 34% of those not retired envisaged stopping work immediately, with the majority wanting to change how and when they work before stopping paid employment altogether. In fact, one in four people working in our 55-75 age sample have returned to work in the last five years. 3/4

[The Wisdom Council @wisdomcouncil]

So thrilled to be part of the incredible SFE network and can't wait to work with you and meet many of the SFE members. Thanks for having us!

[Scottish Financial Enterprise @SFE_tweets_]

Check out our newest member - @wisdomcouncil , which provides research, inspiration and an independent perspective to the financial services sector, working with many of the largest retail banks, wealth and asset managers in the UK.

Read their bio here: https://t.co/fQDQPHS90s

[The Wisdom Council @wisdomcouncil]

@rebeccaoco Interesting, thanks for sharing. Our latest Great Retirement research shows that retirement is a transition which happens over years. Yet what legislation permits & the industry offers is less flexible than what people need. Be good to see steps towards remedying that tomorrow!

[The Wisdom Council @wisdomcouncil]

Why do 55-75 year olds crave agency above freedom in retirement?
Who do they turn to for advice about their finances?
How have retirement attitudes changed as the side hustle expands into the baby boomer generation?
Join our webinar to find out more and meet our six segments.

[The Wisdom Council @wisdomcouncil]

We're thrilled to see CEO Anna Lane recognised as a #trailblazer50 role model. At both @WIBFtweets and TWC, she makes a huge difference to the next generation of women 🤲

[WeAreTheCity @WeAreTheCity]

Meet our next #Trailblazer50 role model, changing the path for all women ��

Introducing Anna Lane, President & CEO @WIBFtweets: UK based network organisation for women in banking and finance 🧡✨

Read her story and advice to driving gender equity 👇🏽

https://t.co/uA3HTyi5Qm

[The Wisdom Council @wisdomcouncil]

Nice to see our latest Collaborative Study research featured here. For more information on The Great Retirement, sign up here: https://t.co/k5zMGJQuzp

[Money Marketing @_moneymarketing]

The Morning Briefing: From football to financial advice
#TMB
https://t.co/0ebWn8zBM2

[The Wisdom Council @wisdomcouncil]

We can help you build a prioritisation framework for your #ConsumerDuty implementation plans. Catch up on our #webinar if you missed it, where our great panel discussed prioritisation & proportionality: https://t.co/uVlbiRb8Bo

[The Wisdom Council @wisdomcouncil]

"Some firms may be further behind in their planning for the Duty. This brings a risk that they may not be ready in time... to embed the Duty effectively throughout their business.”
The FCA identified prioritisation as a focus, something we've been helping firms with.

[Professional Adviser @Profadviser]

FCA: Focus areas for firms implementing Consumer Duty https://t.co/BkXaB4zBJk

[The Wisdom Council @wisdomcouncil]

Join us for another great #webinar, with guest speakers from @InvAssoc & @ProtivitiUK, alongside a few familiar TWC faces. We will dedicate time to answer your questions, give an overview of the IA's #ConsumerDuty workstreams, and more. Give your implementation plans a kick-start

[The Wisdom Council @wisdomcouncil]

To you and yours from all of us here at The Wisdom Council - Happy New Year!

[The Wisdom Council @wisdomcouncil]

This Christmas, it was a simple decision to make a donation to @TrussellTrust. Food Banks do a critical job of keeping the most marginal from falling through the cracks, and we’re proud to support them.

[The Wisdom Council @wisdomcouncil]

We're pleased to see the DP on PRIIPS replacement. These need to be more intuitive and accessible for customers. Trust is of upmost importance right now, so the #EdinburghReforms will need to prove to customers that they can trust FS firms more, not less. https://t.co/Eh43P7iabi