CHASM Annual Conference

Euston, Friends Meeting House, London
Research, Social Sciences
Wednesday 21st June 2017 (13:00-16:30)
Download the date to your calendar (.ics file)

Please get in touch with Helen Harris – – if you would like to attend this FREE event. 

Financial decision-making in later life: risks, challenges and opportunities

As state responsibility for financial security declines, there is increasing onus on older people to engage with the financial services sector, and actively manage their retirement income and assets. Changing government policies in pensions and long term care funding have increased complexity and risk in this process, but also opened up potential for greater choice and flexibility in financing later life.

While the current and future impact of this changing retirement landscape is not yet fully understood, evidence suggests that these risks, challenges and opportunities are not evenly distributed, and that current financial services policy and practice (including the regulatory environment) does not adequately meet the needs of an increasingly diverse older consumer population. 

This conference will bring together academics/researchers and representatives from the financial services industry, ageing charities, and consumer groups, to discuss how we can create better outcomes for older consumers of financial services, and support people to meet their retirement needs more effectively. 

The event will include a keynote address from Jane Vass, (Policy Director, Age UK and CHASM Advisory Board Member). Also due to speak are Sue Lewis (Chair – Financial Services Consumer Panel), Ben Franklin (Head of Economics of Aging, International Longevity Centre - ILC UK), Chris Curry (Director of the Pension Policy Institute – PPI). Dr Louise Overton will also present recent CHASM work on financial capability and planning in later life.