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Insight and guidance

To help you with the challenges you may face in a changing pensions landscape our specialists have written a series of articles providing insight and guidance on the retirement planning market. These articles explore topics from the importance of good governance, and ways to efficiently segment your clients, to insight on the latest retirement trends and what they mean for your business.

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Pensions for the Self-Employed

Pensions for the Self-Employed

Very few self-employed people are making any formal provision for their retirement. Watch our short film to understand what is being done about this issue.

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What is the retirement wave?

See how retirement income needs are changing in our short infographic film.

The impact of living longer

What is the impact of increased life expectancy on retirement planning? Iain McGowan – Head of Fund Proposition – explores the key challenges you face in making clients’ pension pots last longer.

6 minute read

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Explaining the retirement wave to clients

Download our handy one-pager to help your clients understand the changing shape of retirement.

Download now (pdf)

The retirement wave in detail

Read the key considerations for you and your clients around changing retirement needs.

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The retirement wave? A growing opportunity

Retirement is a journey rather than a moment in time. As working patterns change, clients’ income needs will vary considerably over the course of their retirement.

12 minute read

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Customer segmentation at retirement

Clients have differing retirement needs with different sized pension pots. Do you have flexible strategies in place to meet their needs efficiently and effectively.

6 minute read

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Low volatility: an unlikely long-term prospect

Your clients’ investments have benefited from recent low volatility – but for how long? Iain McGowan looks at the ways you can ensure investments remain sustainable if volatility changes.

8 minute read

Read More about volatility in the long-term

Pension Investment Governance

Even falling very slightly short of the standards laid out by the regulator can cause difficulty for firms. In our current climate of regulatory consultations, discussions and change, simply keeping up to date poses a major challenge.

4 minute read

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The importance of knowing your customers

How segmenting your clients can help you provide even better service and boost your business.

Read more about knowing your customers

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Take a closer look at client segments

Read our in-depth key client profiles for insight on meeting different clients' specific needs.

Financially secure forties (pdf) Preparing for retirement (pdf) Near or in retirement (pdf)

Tax-efficient withdrawals at retirement

With all aspects of retirement becoming increasingly fluid, should clients be taking all the tax-free cash at once?

5 minute read

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Find out more about Retirement Account

For any servicing queries for your existing Retirement Account clients call:

08000 964 364