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.
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.
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.
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.
Insight into lender best practice and the experiences of intermediaries as they engage with lenders in the UK mortgage market.
We've analysed data from across IRESS digital products to share some key insights into daily investor activity and device useage.
We've tracked developments in the market over 12 months enabling lenders to benchmark their mortgage sales and originations systems and processes against the mortgage market as a whole.
The report marks changes in the 'at retirement' space, with a particular focus on the evolution of the annuity market, and how this is impacting decision-making and retirees' returns.
We have now published the fourth edition of our At Retirement Report, marking changes in the 'at retirement' space, and how this is impacting decision-making and retirees' returns.
Digitalisation has meant the needs and demands of consumers have undergone a seismic shift in the last decade.In this report, we examine how consumers interact with financial services and, more importantly, how they want to interact in the future.
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.
This report is the third edition of our At Retirement Report, a quarterly index designed to track the preparation of those approaching retirement, changes in the ‘at retirement’ space, and how this is impacting decision-making and retirees’ returns.