Watch the highlights from The Times Wealth Management Forum
At this year's Times Wealth Management Forum, experts explored the challenges shaping financial decision-making today, from supporting multiple generations and navigating economic uncertainty to planning for retirement and building long-term financial resilience. Whether you attended on the day or are catching up afterwards, these sessions offer practical insights, expert perspectives and actionable ideas to help you feel more confident about your finances, both now and in the future.
Why we're feeling the squeeze
This opening session examined the economic and social forces shaping financial decision-making today. Speakers explored the impact of rising living costs, interest rates, geopolitical uncertainty and housing affordability, alongside longer life expectancy and delayed financial independence among younger generations. Together, these factors helped explain why many people are feeling increasingly stretched as they balance present-day demands with long-term financial goals.
Solving the intergenerational giving puzzle
In this session, the panel explored the complexities of family wealth across generations. Discussions covered how to approach conversations with ageing parents about managing their wealth, as well as the opportunities and challenges of passing wealth on to the next generation. Attendees gained practical insights into navigating these often sensitive discussions and left with greater confidence to start conversations within their own families.
What's keeping the sandwich generation awake at night?
This session explored the growing pressures facing the sandwich generation as they balance the needs of ageing parents, financially dependent adult children and their own future goals. Speakers discussed the real-world trade-offs many people face against a backdrop of rising living costs and economic uncertainty, examining why financial decisions can feel increasingly complex and offering practical perspectives on navigating competing priorities with greater confidence.
From overwhelm to control: where to actually start?
In this practical session, Netwealth used anonymised case studies to explore some of the most common financial challenges and trade-offs people face. Through real-world examples, speakers demonstrated how small, manageable steps can help turn financial overwhelm into greater clarity and control, leaving attendees with actionable ideas they could apply to their own circumstances.
Beware the pension blindspot
This session explored why pensions are often neglected in favour of more immediate financial priorities. Speakers discussed the risks of delaying engagement with long-term retirement planning and highlighted how small, consistent actions today can have a meaningful impact on future outcomes. Attendees gained practical insights into building simple habits that support long-term goals without sacrificing the priorities and pressures of everyday life.
Five practical steps to improve your financial balance today: key takeaways
The forum concluded with five practical actions designed to help people improve their financial balance, both now and in the years ahead. The session brought together key themes from across the day, offering simple, actionable steps to help attendees feel more confident about their finances and better equipped to make informed decisions for the future.