Delivering retirement advice insights in the UK

We're committed to providing you with the latest trends and insights to help you shape your conversations with clients.

Our long-standing partnership with NextWealth helps us to deliver a benchmark on current practices and approaches to managing lifetime wealth and identifying the trends shaping the retirement industry. 

Aegon is delighted to once again partner with Heather and her team at NextWealth for the sixth edition of the retirement advice report. As in previous years, the report looks at the key developments and trends shaping the retirement advice market. Some of these build on findings from previous years, providing a fascinating insight into trends, but, as always, there are new topics to explore. 

Steven Cameron Pensions Director

NextWealth Managing Lifetime Wealth: retirement planning in the UK report – edition six 2024

We're delighted to share the sixth edition of the latest NextWealth Managing Lifetime Wealth: retirement planning in the UK report. 

Following the backdrop of economic uncertainty, the cost-of-living crisis has continued during 2023 – albeit with signs that inflation may be more under control and interest rates are predicted to fall rather than rise further in the coming year.

What has that meant for retirement advice and how might that change in future? This year’s report takes a close look at cash investments and buffers within retirement investment strategies.

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Take a look at the report for insight into some of the biggest industry trends:

  • Assessing the impact of the new Consumer Duty.
  • Navigating regulatory change - including the abolition of the Lifetime Allowance and the demand for advice.
  • Clients' objectives, hopes and fears.
  • Retirement advice strategy, techniques, and tools.
  • Adviser concerns over the short, medium and long term. 

We hope you find this insight useful to you and your business in supporting your clients. 


NextWealth is a research, consultancy and thought leadership business with a focus on looking at trends in retail investing and a particular focus on the financial advice market.