Managing Lifetime Wealth: retirement planning in the UK – read our report

For financial advisers only

Retirement advice is a key driver of adviser business. Demand has grown since the introduction of pension freedoms and advisers have seen this rise further during the coronavirus pandemic. The pandemic has further highlighted the value of advice with advisers supporting clients with changing priorities, stock market volatility and regulatory change.

We're delighted to continue our partnership with NextWealth on the 2022 edition of the report. The report, now in its fourth year, offers a well-established benchmark on current practices and approaches to managing lifetime wealth and highlights the biggest trends shaping the retirement industry. It draws on findings from over 200 financial advisers and is supplemented with in-depth interviews.

Download full report (PDF)

The report charts the course of retirement advice through the global pandemic and continued regulatory change. Like last year, the pandemic provides the backdrop for the research. However, moving into 2022 there's further uncertainty around the economic outlook and the potential impact of coronavirus restrictions easing.

We hope the report provides useful insight into the retirement advice industry and some of the latest views on the biggest industry trends:

  • The business impact of the coronavirus pandemic.
  • Clients' objectives, hopes and fears.
  • Retirement advice strategy, techniques, and tools.
  • Investment approach and products used  including the use of ESG funds and solutions.
  • Latest trends in the DB transfer advice market.

We’re committed to provide insight to you and your business to help support clients through the challenges they face. For more focused insights and research please visit Advice makes sense.

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.