We are dedicated to delivering innovative solutions that enable financial advisors to deliver improved outcomes for their clients in retirement.
Explore how an ageing population can drive global inflation, impact policies, and necessitate new retirement planning strategies. Learn more.
Explore expert insights as Michael O’Shea discusses the FCA’s proposed Value for Money (VfM) framework for default DC pensions.
Explore expert insights on Labour's Pension Schemes Bill and find how it may pave the way towards better retirement outcomes. Featuring views from Michael O'Shea and Georgina Taylor.
The 4-Life framework helps put in place a robust retirement plan that explicitly addresses the risks people are increasingly facing as they seek to take control of their retirement path. Find out more.
Georgina Taylor, head of multi-asset, explores how combining traditional investments and guaranteed income can enhance retirement outcomes and legacy potential.
Explore expert insights on the Retirement Income Advice Review and its impact on decumulation strategies, featuring views from Graham Hook and Georgina Taylor
We partnered with Nest Insight – Nest pensions’ research and innovation division – to conduct a three-part study into the common barriers to member engagement found in the world of UK auto-enrolment. Each piece in the series focuses on a key stage of a saver’s retirement journey, to uncover how language and message framing can be used to drive better outcomes.
In the first study, we take a deep dive into how better uses of language can help overcome some of the barriers that stand in people’s way when they try to move ‘beyond the default’ and consider their savings choices.
In our second study, we consider whether better uses of language can help people in their mid-working life understand what their pension saving means for their retirement income.
In our final study, we provide practical steps on how you can help people in their 50s and 60s avoid making snap decisions, and instead make the right choices to give them the retirement they want.
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
This is marketing material and not financial advise. It's not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
