Articles and bulletins

From breakdowns of the latest regulatory changes to overviews of UK demographics, our articles include a variety of different levels of information so that you can stay ahead of the market.

THINK articles– our thought leadership articles are often thought provoking, creating an alternative view or angle on what may be an existing line of discussion.

Technical bulletins- explore some of the finer details around the at and in retirement market space, examining the pros and cons of different product and legislative features.

House Views – discover the essence of our beliefs – our commentary on what's happening in both our immediate and the wider market place, and what we believe should happen next.

General Articles

All articles are correct as at the date of publication. 

THINK articles
How modern underwriting can benefit drawdown clients March 2017
The power of modern underwriting February 2017
Time to re-think death benefits? October 2016
Income that lasts a lifetime, what's that worth? September 2016
Mortality: how a lack of cross-subsidy can be a real drag June 2016
Rise of the ZIDDs September 2015


Technical bulletins
Extended Guarantee Periods vs Value Protection November 2016
Bypass trust: application within the new pension freedoms October 2016
Lifetime Allowance and Transitional Protection September 2016
Considering the drawdown review process May 2016
How to identify vulnerable clients May 2016
When is the right time to exit drawdown? May 2016
Critical Yield March 2016
Single Tier Pension and Contracting Out February 2016
Care Act 2014 - Which elements are in force or postponed? October 2015
Longevity in focus October 2015


House views
Social care funding crisis March 2017
New Year, new thinking December 2016
Why Critical Yield is still important  June 2015


General Articles
Defining a vulnerable client April 2017
The new State Pension April 2016