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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.
Retirement Advice in the UK: Time for Change?
NextWealth and BNY Mellon have partnered to update our retirement advice research series ā€“Ā Retirement Advice in the UK: Time for Change?
Managing Lifetime Wealth 2024
The report is the sixth edition of the Managing Lifetime Wealth report, which charts the continued rise in demand for retirement advice as well as the growing complexity of delivering advice for clients decumulating wealth.
Managing Lifetime Wealth: retirement planning in the UK 2023
Over the past five years we have worked alongside Richard Parkin on this study and have charted the continued rise in demand for retirement advice.
Aegon Retirement Advice in the UK 2022
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.
Aegon Retirement Advice in the UK 2021
It's been an extremely challenging year for all kinds of businesses. But what have been the consequences ā€“ if any ā€“ for retirement advice processes in UK financial advice practices? Explore our latest report with AEGON to find out.
Aegon Retirement Advice in the UK Report
NextWealth and Aegon have published a report considering the increasingly important and fast-moving topic of retirement advice.