The responsibility for people’s financial futures has increasingly been transferred to the individual yet a broad majority of the population remain wary of investing. Asset managers, advisers and pension schemes need to emotionally engage people to make investing not only relevant but also appealing. Technology is by no means the panacea to this challenge but it can be a crucial component of that engagement.

The personal finance landscape has gone through a technological upheaval and yet still seems like it has a long way to go. From thoughtfully designed propositions to tailored user experiences, this episode explores some of the lessons learned from Legal & General’s efforts to ‘engage the nation’ in investing, the ways they’ve invested and developed their technology and what’s the future for the direct-to-consumer industry.

To find out more about the Personal Investing side of Legal & General visit https://www.legalandgeneral.com/investments/

Helena Morrissey, Head of Personal Investing, L&G
Steve Davis, Head of Propositions, LGIM Strategy
Catherine ‘CJ’ Fildes, Senior Communications Manager, L&G

We want to hear from you! Email us at mark.chappel@lgim.com with your thoughts on the podcast and any suggestions of the types of content you’d like to see covered.

This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

58: Engaging the nation through technology, with Helena Morrissey 17:09 Share

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58: Engaging the nation through technology, with Helena Morrissey