Articles and bulletins

From breakdowns of the latest regulatory changes to overviews of UK demographics, our articles, bulletins and views 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 reports
Think report - Defining and evidencing sustainable withdrawal rates January 2019
De-risking retirement income strategies June 2018
The past can future proof your advice process January 2018

 

Technical bulletins
Extended guarantee periods vs value protection August 2018
How to identify vulnerable clients April 2019
Critical Yield September 2018
Longevity in focus September 2018

 

House views
Longevity and long term care funding November 2018

 

General Articles
  Biases to be aware of when presenting recommendations  January 2019
Ever been caught by the peril of too many options? January 2019
  Overcoming negative influences in objective setting January 2018
Integrating behavioural economics into your advice process –
Initial discussion
January 2019
Money Purchase Annual Allowance guide January 2019
Defining a vulnerable client January 2019