We look at the performance of all options, but crucially we have decided to create an annuity index to add some tangible measure by which to compare their performance in this open market place. It compares the relative performance of annuity yields against cash and equity yields over the last ten years, and also against a fair sustainable withdrawal rate.
IRESS' Mortgage Efficiency Survey tracks developments from lenders across the mortgage market.
MiFID II will significantly change the way costs and charges are disclosed to investors, affecting all provide investment services.
Our report combines data, insight and analysis to build a picture of a new flexible retirement landscape.
See how the UK wealth management industry performed last year, in this latest annual benchmarking survey.
Watch this engaging panel debate on demand..
What does the front office of the future look like? Senior Wealth Managers share their insight in our latest research report.
Developed with the Association of Mortgage Intermediaries (AMI) and the Intermediary Mortgage Lenders Association (IMLA), this report provides insight to lender best practice and the experiences of intermediaries in the UK mortgage market.
How do you solve the challenges of an ageing legacy system? We interviewed COO's to find out their views.
1,000 end investors were surveyed to gauge their views on the impact of Brexit. This report produced in association with Compeer our research partner gives you the key findings.
We tracked developments in the market over 12 months and compiled data from leading lenders to produce one of the biggest surveys into UK lending.
What does the future of financial advice look like? We asked real advisers for their views and how they think robo-advice will impact their business.
A recent report found that as many as 9 in 10 advisers feel threatened by robo-advice. We grabbed our film crew and interviewed advisers for their thoughts.