IRN Launch Retirement Planning and Retail Financial Advice Reports

18 Oct 2018

Retirement Planning and Retail Financial Advice reports launched

In October 2018, IRN Research have released two new reports on the consumer financial services market: Retirement Planning and the Retail Financial Advisors and Intermediaries. 

Retail Financial Advisors and Intermediaries

This report considers the retail financial advice and intermediary market, covering regulated and unregulated advice offered to consumers when buying financial products or organising their financial affairs. It also considers intermediary non-advised product sales.  The central focus of this report is the retail investment market, but it also covers the intermediary markets for mortgages and non-investment insurance. This report considers the size of the market, recent trends, forecast for the future and sets out the environmental framework in which advice and guidance is offered today.

The report (60pp, PDF), is available directly from IRN Research, priced at £250. UK sterling price is plus VAT so total price is £300.

Download a report description

Retirement Planning

The main purpose of this report is to review the UK pension decumulation market, i.e. how consumers are taking money from their pensions or how they are planning to/expect to take money from their pensions. The prime focus is on decumulation from defined contribution pensions and especially how the pension decumulation market has changed under the impact of a series of new legislation which is radically reshaping the types of pensions consumers have and how they are managing their pensions.

Download a report description

The report (61pp, PDF), is available directly from IRN Research, priced at £250. UK sterling price is plus VAT so total price is £300.

Both reports are available via Orchard

The Retirement Planning and the Retail Advisors and Intermediaries reports can be purchased directly through this website (see Reports sector) and form part of Orchard Reports, IRN’s new series of reports on UK financial services/property and legal services sectors. The series combines our established Market Reports with a new series of Consumer Research Reports: the new series complements our existing series with results and analysis from detailed consumer research with insights into consumer behaviour, perceptions, brand awareness and use, and opinions. For more information.

 

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