Articles by Kate Phillips, Business Development Manager, Timeline
Kate Phillips, Business Development Manager, Timeline
Kate is Business Development Manager at Timeline for the City & East Region. She is APMP qualified Registered CII, CF1 & CISI. Prior to joining Timeline, Kate was a Senior Bid professional with over 12 years in the financial services sector. Kate is experienced in the Corporate Pensions and Investment markets, leading the bid process on highly complex, large-scale corporate pension tenders.
Kate works with financial planners to help them build compelling, innovative and dynamic planning and investment solutions. Kate’s mission is to get consumers and financial advisers to think differently about the way people maximise their investments to ensure the money outlives the people, Kate's passion is infectious.
By 2025, 60% of Britain’s wealth will be in the hands of women, according to research by Schroders. How are providers and advisers preparing for this huge transfer of wealth and is their perception of women as risk adverse investors correct?