We're delighted to continue our partnership with NextWealth on the fifth edition of the report, providing first-hand insight into the retirement advice industry and some of the latest views on the biggest industry trends.
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.
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.
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.
Consumer Duty – implications for financial advice
We're pleased to support Next Wealth's report, Consumer Duty: Implications for the retail wealth management supply chain. The report details findings of research carried out with advisers, providers and consumers, providing useful guidance for firms considering how to comply with the new rules.
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.
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.
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.
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