Search

Home Research Retirement Advice Series

Retirement Advice Series

We have partnered with Aegon to publish our annual benchmarking study which gives advice professionals the chance to consider their own practice’s retirement advice process by comparing it to those offered by other advice firms.

It also provides stakeholders within the retirement advice industry insight into the new challenges facing advisers against the backdrop of the global pandemic, market volatility and a changing regulatory landscape.

Adviser Technology Series
13/02/25

Platform Shakeout: It’s not your fault, but it’s your problem

NextWealth’s 'Platform Shakeout: It’s not your fault, but it’s your problem' report forms part of our Adviser Tech Stack series. Most third-party platforms are doing most everything right. But because a few make life difficult for advice firms, this forces a decision. Rather than a decision among existing platform providers, the decision starts with considering the right model for the platform, and a growing number are planning to launch their own platform.

Read more

Discovery Series
13/02/25

Platforms Unpacked

NextWealth has published a Platforms Unpacked guide. It is supported by Aegon, Embark Group, P1 Platform and Third Financial. The report sets out to offer a practical guide to cut through the noise, critically examine the underlying assumptions, and share valuable experiences and lessons from fellow practitioners.

Read more

MPS Proposition Comparison Series
03/12/24

MPS Proposition Comparison Report 2024

This report, updated twice-yearly, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. It details quarterly and annual asset growth, compares costs and fees and propositions. This year we explore key themes such as market positioning, sources of growth, portfolios for drawdown, tailored models and unitised MPS.

Read more

Discovery Series
27/11/24

Getting onboard with offboarding

NextWealth has published a guide called ‘Getting onboard with offboarding: A positive approach to client servicing and offboarding’. It is supported by HUB Financial Solutions (part of Just Group) and Vanguard and sets out to offer a practical guide to advice firms exploring how to get the best value from client relationships.

Read more

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter

    enquiries@nextwealth.co.uk

    WeWork
    No. 1 Poultry
    London
    EC2R 8EJ

    Next Wealth Limited (Company no. 11031595) is a company registered in England. Registered Office: WeWork, No. 1 Poultry, London, EC2R 8EJ. VAT Registration Number: 287 7229 55

    Cookie policy Privacy policy

    Copyright © 2025 NextWealth