The Mind Over Money Retirement Workshops were designed to help financial professionals better understand the emotional and behavioural needs of retirees and near- retirees, and to translate that insight into clearer, more client-centred conversations.
Our MPS Proposition Comparison Report 2025, updated twice-yearly, forms part of NextWealthā€™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.
We were delighted to work with the team at Ortec Finance to consolidate a report showcasing the decision-makersā€™ brief to the market: Innovate with integrity - move faster where we can, add guardrails where we must, and make the essence of personal advice available to more people.
The NextWealth Adviser Tech Stack series explores the technology that powers UK financial advice, whatā€™s working now and whatā€™s coming next. This report, Clearing the path for AI in advice, focuses on AI. AI adoption appears to be moving quickly, an encouraging contrast to the typically slower pace of change across the adviser tech stack.
This yearā€™s Financial Advice Business Benchmarks (FABB) report is the seventh in the series. We publish it free each year to give back to the financial advice community and share insights that help businesses navigate an ever-changing market.
It has been ten years since Pension Freedoms granted people far greater flexibility in how they could drawdown their defined contribution pension pots. With clients no longer restricted to purchasing annuities, the market for retirement investments has grown in importance.
The world is changing, fast. Technology, and particularly AI, is shifting the balance of where advisers spend their time, away from the more technical processes of planning to where human judgement and empathy make the greatest difference. At the same time, socio-economic and demographic shifts are reshaping what clients need from financial advisers. Nowhere is this more evident than at the point of retirement, as we will explore in this guide, supported by Standard Life.
