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Research and insights

We believe evidence-based advice can help to support your business and build trust with clients.

Latest research

We believe evidence-based advice can help to support your business and build trust with clients. That’s why we’ve conducted a wide range of research, analysis and case studies in a number of areas. 

Managing Lifetime Wealth: retirement planning in the UK

We're delighted to continue our partnership with NextWealth on the sixth edition of the report, providing first-hand insight into the retirement advice industry and some of the latest views on the biggest industry trends.

Helping your clients maximise their pension income

Drip-feed drawdown can offer a flexible, tax-efficient way to take pension income. Our case study highlights how drip-feed drawdown could potentially work for your clients who have retired or are nearing retirement.

Could your clients benefit from consolidating their pension pots?

Our consolidation factsheet details the results of research conducted with over 1,000 people, giving insight into why your clients might want to consolidate, when they do it and any concerns they might have.

The Lang Cat advice gap report 2023

View the latest report from the Lang Cat taking a look into the advice gap. Highlighting a greater understanding behind which customer groups are taking advice and where there are areas to try and improve coverage and support.

A decade of auto-enrolment – has it helped or hindered saving psychology?

To mark a decade of auto-enrolment in the UK, we set out to explore its impact in a landmark study looking at how it has affected attitudes to saving. The results of a detailed white paper, authored by academics at the University of Edinburgh are summarised in our digital flipbook.

How you can improve your financial wellbeing?

Our new research provides insight into the nation's financial wellbeing and highlights it's about more than just people’s financial position, it’s also about their mindset and paying attention to the things that matter most to them.

Research shows link between sustainable investing and financial wellbeing

Read our article to learn how you can encourage your clients to better understand the connection between their investments and the world they live in.

Visit our responsible investing hub.

Sustainable Investing Tracker Study

Find out why ESG and sustainable investing are as different as American gridiron and football in the UK. Next Wealth’s H2 2022 sustainability report tracks how financial advisers are integrating ESG considerations and the challenges and opportuntities faced.

Adviser insights

Your go-to place for our latest content and topical market updates, designed to support you, your business and your clients.

Visit insights