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Some of our recent reports...

Home Truths - Property and Pension Report (Adviser)

In a changing retirement world, it's time to start thinking about how property and pensions can work together in retirement.

Home Truths examines the barriers to considering property as part of retirement income, and how we can overcome them to help people maximise their incomes and secure their wealth in retirement.

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Home Truths - Property and Pension Report (Customer)

Why thinking differently about  property and pensions will help retirement.

Home Truths highlights the limitations of what pensions savings alone can deliver and provides three simple steps to help savers think more broadly about their wealth to get the retirement they want.

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Home Truths - 5 steps to a better conversation

Home Truths proposes five steps to help you have better conversations with your clients about their income in retirement.

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Retirement Sentiment Index - Flexibility

The global economic outlook remains uncertain, while the UK Government begins to work out our exit strategy for leaving the EU.

In this second report from our Retirement Sentiment Index series, we have focused on flexibility and how that concept fits into the post-pension freedoms world. 

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Defaqto Report - Hybrid solutions - an innovation in retirement planning  

The report will help advisers understand: 

  • the benefits of categorising income and capital needs in retirement
  • how to identify suitable income sources for different income categories
  • the three high level ways of securing income in retirement
  • the due diligence required in recommending a drawdown solution
  • the risks to be considered in managing an effective drawdown strategy
  • the key legislation changes to the death benefits applied to pension savings
  • how Retirement Advantage can help those needing income in retirement
  • when it is appropriate to use The Retirement Account from Retirement Advantage

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Retirement Sentiment Index - Certainty

This report focuses on that desire for certainty. What it means for soon-to-be retirees, what it means for advisers, and what it means for those of us on the provider side of the retirement income industry. What we can conclude is, while the days of the traditional annuity for all might be over, certainty and a guaranteed income still very much have a place.

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