Rethinking Retirement – Changing Gear

For professionals only

2024 Adviser Research

Rethinking Retirement and CIPs

A new research report into adviser attitudes to decumulation strategies

Hot on the heels of the FCA’s thematic review into pensions advice, we’re publishing our latest research into adviser attitudes on decumulation.  This exclusive research was conducted for us by the lang cat and we’re looking at how advisers are adapting (or not) to the changing market for retirement advice.

Among the key findings of our research:

  • at the start of this year just one in five advice firms planned to make changes to their investment approach for clients in retirement
  • advisers have a growing interest in guaranteed and smoothed investment products for clients taking an income, with one in three (30%) increasing their usage of these products in the last two years and a further quarter (26%) reviewing their approach
  • only 5% of advisers were ‘extremely confident’ that their approach to retirement planning makes them stand out from the competition

Download the report now by filling in your details in the box on the right, and watch the short video discussion of the findings between our MD Robert Vaudry and the lang cat’s Consulting Director Mike Barrett.

Rethinking Retirement: Changing Gear - Our research findings

How Copia can help

The report highlights actions that advisers can take now to review their decumulation strategies and, this spring, we’re also running a series of Rethinking Retirement roadshows around the UK in conjunction with our sister company Wealthtime.  With CPD accreditation, the events are designed to provide lots of practical advice on updating your approach to retirement for your clients.  You can register and find out more on our Rethinking Retirement Toolkit page here.

If you’ve already subscribed but no longer have access to emails we sent just complete the form again and you’ll receive an email with links to the report.

You can also get in touch with your usual Copia contact if you’d like to discuss further how Copia can help you.

Submit your details to download the report

Rethinking Retirement - Changing Gear

If you have lost your original email with links to the docs, please request them again below.

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    Understanding the risks

    This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

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