Nearing Retirement Clients

The options have changed for clients nearing retirement. With less than 6 months to go until the legislation comes into effect we're focusing on the changes in pensions legislation and the role of advisers, providers and the government in getting the best outcomes for your clients.

Nearing Retirement Roundtables

Our roundtables explore what support advisers need to be ready for the new retirement landscape, as well as how this support is to be delivered and by who.

New Roundtable - Achieving the Best Customer Outcomes

New Roundtable - Adviser Support Post Budget

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Research Reports

In our inaugural Retirement Income Market research, we seek to present insight into how financial advisers are getting to grips with this evolving market.  

The challenges facing the retirement planning industry - research report part 1

The challenges facing the retirement planning industry - research report part 2

The challenges facing the retirement planning industry - research report part 3

Online Debate: UFPLS vs Income Drawdown 

April 2015 marks a watershed moment in retirement planning as the changes announced in the last Budget come into force. Both UFPLS and income drawdown have their pros and cons. Join the debate which goes live at 10am on Monday 15 December and runs until Friday 19 December.

Join the debate