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Talking About My Generation

How is the great intergenerational wealth transfer affecting your family finances?

London |
Speakers include:
Rosie Carr

Rosie Carr

Investors Chronicle

Charlotte Ransom

Charlotte Ransom

Netwealth

Jonathan  Eley

Jonathan Eley

Financial Times

Overview

Over the next twenty years, an estimated $4tn will pass from the older generation to the next generation in the UK and North America (see this story for more)

FT Money readers often tell us they feel like the "sandwich generation" who are stuck in the middle, managing the financial affairs of their parents, as well as those of their own children. There is a lot to think about.

This FT Money event, sponsored by Netwealth, will bring together top financial commentators and professionals who also have personal experience of the day-to-day management of family finances.

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fallback Add to my Calendar 03/19/2018 18:30:0002/19/2018 21:01:00trueTalking About My GenerationOver the next twenty years, an estimated $4tn will pass from the older generation to the next generation in the UK and North America (see this story for more)FT Money readers often tell us they feel like the "sandwich generation" who are stuck in the middle, managing the financial affairs of their parents, as well as those of their own children. There is a lot to think about.This FT Money event, sponsored by Netwealth, will bring together top financial commentators and professionals who also have personal experience of the day-to-day management of family finances.Talking-About-My-Generation8d352bafd2a0be4683b419da4eb5d5a2MM/DD/YYYY

Overview

Topics to be discussed will include the following:

  • How to draw up a plan for your family finances and investments
  • Young people: managing their own earnings from the outset. How to get adult children interested in investing for themselves
  • Older people: How to plan for important potential cashflow needs during retirement, including social care costs
  • Your own finances: Assessing your own "risk factors", including the gender divide
  • How can technology help families stay on top of their finances and what other benefits can it bring?
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Agenda - 19th Mar

  • 6:30pm
    Drinks and Canapes Reception
  • 7:00pm
    Welcoming Remarks
  • 7:10pm
    Panel Discussion
  • 8:30pm
    Drinks Reception
  • 9:00pm
    Close

Speakers (4)

Rosie Carr

Rosie Carr

Deputy Editor
Investors Chronicle
Charlotte Ransom

Charlotte Ransom

Co-founder and Chief Executive Officer
Netwealth

Charlotte is the founder and CEO of Netwealth, a leading UK online wealth manager. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.

Jonathan  Eley

Jonathan Eley

Deputy Editor, FT Lex
Financial Times
Claer Barrett

Claer Barrett

Personal Finance Editor
Financial Times

Claer Barrett is the Financial Times' Personal Finance Editor as well as the editor of FT Money. She has worked for the FT group for over a decade, joining the Investors Chronicle magazine as the financial crisis took hold, specialising in property and buy-to-let investment. She became the FT's retail correspondent in 2011, then served as deputy UK news editor before being appointed to her current role. Her weekly Serious Money column won the Headline Money commentator of the year award in 2016 and 2017. A frequent contributor to TV and radio debates on personal finance and investing, she is an expert on the BBC1 series Right on the Money.

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Venue

etc. venues Monument
8 Eastcheap
London EC3M 1AE

United Kingdom

Tel: 020 7014 3400

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Tickets

Tickets are £35 and include a glass of wine and canapes on arrival.

Please note: The information provided in this forum does not constitute investment advice.  Topics discussed during the event are for general information only and are not intended to be relied upon by individuals in making (or refraining from making) any specific investment decision. Appropriate independent advice should be obtained before making any such decision. The Financial Times Limited does not accept any liability for any loss suffered by any attendee as a result of any such decision.

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In Association With (1)

Netwealth is an investment management service that brings together a highly qualified team, a powerful online service and a robust investment framework.

Clients have access, for a fraction of the industry cost, to fully managed portfolios and experienced advice while benefiting from cutting edge financial technology.

Netwealth was founded by former Goldman Sachs and JP Morgan executives and is backed by high-profile City investors.

www.netwealth.com/aboutnetwealth

Contact Us

Timothy Conley
Delegate Booking and Registration Enquiries
Financial Times
Amy Brazewell
Marketing Manager
Financial Times