We use cookies to give you the best possible online experience. By clicking Close you indicate that you are happy for your web browser to receive all cookies from our website including cookies that are linked to your personally identifiable information. See our cookie policy for more information on cookies and how to manage them.

Retirement Insights

Exploring Retirement Outcomes

Download now

Retirement Forecaster

Find out more

Talk to your business consultant

Arrange callback

Experts agree that the role of an adviser is even more vital in helping clients plan their financial futures, following the pension reforms. Our series of insights delve deeper into the industry, to share current thinking and to offer you a vision for the way ahead

Future vision

Where will retirement be in 5-10 years? 
Could technology help us engage more clients in planning ahead? Will the need to fund long-term care become a bigger factor?

Read more

Pension freedoms

What do clients think?
While pension freedoms are the talking point inside our industry, it’s important that we listen to clients and help them understand what the changes could mean to their financial futures.

Read more

Today's solutions

Is the product mix right?
We’ve more products than ever before so do we need more? Or could we use what we have to help people find a personal solution for their retirement needs?

Read more

Blending solutions

What's the adviser's view?
Customer-needs make a case for blending, but is the blend set at the outset or do clients need a plan? Blending calls for ongoing reviews - we discuss.

Read more


Does the industry have the right solutions?

Drawdown needs to be tailored around client's attitude to risk. Is there a model or strategy for drawdown we can reliably use?

Read more


What's its role in planning?
Using a tool can be useful for creating discussion points with clients - to understand their requirements in more depth and help them plan ahead with more confidence.

Read more

Contact us

You can find contact details for each product area in the drop-down list:

Back to top

WA05081 03/2017