LIFE BEYOND WORK
We invited family members to openly speak about life beyond work and what retirement means to them.
Internet safety and fraud reminder
Recently, we have become aware of instances of unauthorized use of our brand names (such as BNY) and/or the impersonation of BNY’s leadership and employees by third parties purporting to offer financial services and requesting personal identification and banking information on social networks (e.g., Facebook), messaging applications (e.g., WhatsApp and Telegram), e-mails or telephone calls. These schemes are in no way associated with, licensed, sponsored or endorsed by BNY or its affiliates – BNY does not and will not solicit business or payment (in any form) through social networks, messaging applications, or telephone calls.
More information about BNY's commitment to privacy, data ethics, resiliency and security can be found on our Trust Centre.
REPORTS
Task Force on Climate-Related
Financial Disclosures Entity
and Product Reports - 2024
A framework to help public companies and
other organisations disclose climate-related risks and opportunities.
REPORTS
Assessment of Value Report
October 2024
Welcome to our latest Assessment of Value Report.
Exploring generational perspectives on retirement
Welcome to this five-part docu-series, where we delve into the diverse ways in which different generations are thinking and planning for retirement. This insightful series offers a comprehensive look into the unique challenges and aspirations that shape each generation's approach to life beyond work.
Guiding us through this journey is Dr. Eliza Filby, a renowned generations expert and social historian. With her extensive knowledge and engaging interviewing style, Dr. Filby brings a wealth of insight into the conversation, helping us understand the broader context of each generation's retirement planning.
Steve: Gen X
Generation X, born between 1965 and 1980, is characterised by their independence and resilience. Having witnessed the shift from a manufacturing-based economy to a digital one, Gen Xers are adept at adapting to change. Steve shares his insights on balancing work and family life, the importance of financial planning, unexpected financial hiccups, and his vision for a fulfilling retirement.
Tito: Gen Z
Generation Z, born between 1997 and 2012, is the most digitally connected and socially conscious generation. Tito covers the financial and social pressures faced by his peers, his attitude to money and the role it plays in his life. He also discusses how in today's digital age, social media platforms have become powerful tools for influencing his generations investment decisions.
The roundtable
In this final episode, all interviewees come together for a roundtable discussion, joined by Richard Parkin, Head of Retirement at BNY Investments and moderated by Dr. Eliza Filby. This engaging conversation explores the similarities and differences in savings and retirement planning across generations, offering a comprehensive view of the future of retirement.
Educational resources
Infographics
Infographic |
Retirement
Facing retirement can be overwhelming for many. Despite the excitement of slowing down to enjoy a life free of work-related responsibilities – it also creates a lot of upheaval in a person’s life and routine. Amongst the many questions that arise – how can I begin to plan my finances in retirement? – is a common query. To answer this, it can be helpful to divide your retirement finances into four separate pots.
Infographic |
Multi-asset
A benchmark is a point of reference used to measure something else. For example, if you planted two sunflowers side by side – you could use one as a benchmark to compare them as they grow.
Infographic |
Multi-asset
We explain the What, Why, Where, When and Who of multi-asset investing.
Infographic |
Retirement
For many, a happy retirement looks like a long stretch of time in which you have the freedom to strive towards your life beyond work goals. To meet those goals, you likely want your money to stretch as far as possible. In this infographic we assess how inflation could factor into your plans and impact the purchasing power of your money.
Investor resources
Investor Zone
Welcome to BNY Mellon’s free online service,
InvestorZone – The smarter way to manage your investments.
Glossary
Use our glossary of terms to help guide you through your investment journey.
The value of investments can fall. Investors may not get back the amount invested.
News and insights
Article |
Macroeconomic
Investment experts from across three of our investment firms share their insights into key trends for investing in 2025.
Article |
Retirement
With cyber crime on the rise, we've put together this guide to ensure you know our best practices for keeping your investments safe.
Article |
Thematics
Originally featured in the winter edition of our Money Matters magazine, Walter Scott's George Dent ponders why Zara (and by extension, Inditex) appear to be beating the odds on the high street.