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Engage Insight: New pension rules - Runway to Retirement research paper

white paper on pension reforms for financial advisers and paraplan

7 Jul 2015

This research paper focuses on 135 high net worth pension investors and the impact of the new pension ‘freedom’ rules on their retirement journey.

We present a Foreword by the pensions minister Dr Ros Altmann, research results on the ‘retirement runway’ journey through pre, AT and post retirement and six case studies by industry professionals: Investec Asset Management, Octopus Investments, Axa Wealth, Portal Financial, TISA, and FinaMetrica.

With too little focus on the pension investor journey in relation to the new rules, this paper provides both the evidence and strategies to key questions surrounding pension product design, key challenges faced through the journey and behavioural based change needed to gain customer informed consent. 

Download the paper here.

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