Our research
Research matters
Our ambition is to help make retirement more rewarding. One way we do this is by carrying out research that helps us understand what's important to advisers and their clients.
In 2025, we launched the latest Retirement Confidence Index which focuses on attitudes towards retirement amongst customers, but we felt it was important to get adviser views on what’s happening in the industry too, so we also conducted the Voice of the Adviser survey.
2025 Retirement Confidence Index
Our Retirement Confidence Index provides valuable insights to help you stay ahead of your clients' expectations and build deeper trust.
“The road to a financially secure retirement is paved by making the right choices at the right times.”
Andrew Tully
Technical Services Director
Voice of the Adviser survey
We asked advisers about the issues they're facing today and how these affect their future.
Our survey covered topics such as, regulatory challenges, the recent economic crisis, the effects of the pandemic, and a growing demand for digitised and personalised advice.