It goes without saying that 2020 was the year of economic turmoil. We have all had to adapt to this changing world and we have noticed that many individuals are facing questions and challenges around how best to navigate their future. Mercer Private Wealth have taken this time to look into client behaviours amidst the pandemic and we would like to share with you our learnings as well as highlight some key themes that have emerged in the financial landscape

During this session, we will discuss the following:

  • How individual client behaviours have changed since COVID-19 began
  • Relevant financial planning hot topics including:
    • Gifting is the new Generation Game
    • Protecting your wealth from the cost of COVID-19
    • Best ideas for bonus season
  • Key planning points and case studies linked to the above
  • Budget update related to personal finances

    There will be time for Q&A at the end of the session.

Our expert learnings can provide clarity on your next steps to energising your wealth and offer insights to help you understand how the budget update may affect your personal situation.

Senior Managers and Executives

Steve Sands - Mercer Private Wealth Leader
Gordon Armstrong- Head of Advice, Mercer Private Wealth
Tim Robson - Chartered Financial Planner, Mercer Private Wealth
Hilary Winn - Investment Director, Mercer Private Wealth

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Webcast contact

For further information regarding this webcast please contact:

Mercer webcast team