The study establishes a clear connection between people’s sense of well-being and their financial situation. It also investigates the reasons why many people choose not to invest, despite the positive impact it could have on their well-being.

BlackRock

There is a direct link between the level of economic inequality and unhappiness in society. The more unequal the economic standing of people in the society, the higher the level of negativity in people’s sentiment and views. Everyone has a role to play to address the inequality and actions big and small have part to play to tip the balance.

Cecilia Reyes, PIONEER & OWN Founder

The report covers key moments that matter in the lives of young British women and their risks in life. It is a call to action for the insurance and financial planning profession, government, regulators and society to address the overwhelming shortfall in women’s financial resilience.

Chartered Insurance Institute

The document examines retirement insecurities looking at megatrends which are changing how people live, work, age, and retire. According to Aegon, a new social contract must address the need for a realistic distribution of responsibility in how people prepare for retirement, while ensuring that the necessary tools, resources, and infrastructure are provided.

Aegon

The annual report provides the up-to-date source of information available on global household wealth. The 2018 research also explores global variations in female wealth accumulation, along with differences in portfolio composition, risk aversion and the impact on female Millennials.

Credit Suisse

This report contains conclusions, drawing on a deep examination of the experiences and prospects of different generations in Britain. It provides a comprehensive analysis of the intergenerational challenges the country faces and sets out a policy program to tackle them.

Intergenerational Commission

This paper, the 22nd report for the Intergenerational Commission, makes the case for a citizen’s inheritance as a means to address the interlinked challenges of growing risk and stalling wealth accumulation.

Intergenerational Commission

A paper of Pension Insurance Corporation looks at the purpose of the finance industry, explores the reasons of successes or failures and draws on theory from economics and finance to help with the explanation.

Pension Insurance Corporation

Companies must ask themselves: What role do we play in the community? How are we managing our impact on the environment? Are we working to create a diverse workforce? Are we adapting to technological change? Are we providing the retraining and opportunities that our employees and our business will need to adjust to an increasingly automated world?

Larry Fink, CEO BlackRock

Wealth distribution, emerging threats to the status quo, and why inequality is turning into an important sustainability risk - both at a macro and company level.

Fidelity International