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Video | Unlocking investment to support net zero transition
Bruno Gardner, Head of Climate Change and Nature at Phoenix Group, and Connar McBain, Head of Group Public Affairs at Phoenix Group, join the podcast to explore how to unlock investment to support net zero transition. What role do pension schemes and the Mansion House accord play to enable productive investment? And what opportunities do private markets offer that align to net zero goals?
Read more38 mins read -
Video | How can psychology support financial planning?
Alex Murguia, CEO of RISA (Retirement Income Style Awareness), joins us from the US to discuss how the tool supports financial planning for his clients. How can the tool open the floor for a personalised discussion with clients? And how can psychology support advisers to delve deeper and understand their clients?
Read more31 mins read -
Video | How do advised clients feel about retirement?
Rich Mayor, Senior Analyst at the Lang Cat, joins Louise Doherty, Head of Wholesale and Product Marketing at Standard Life, and Mike Ambery, Retirement Savings Director, as they take a fresh dive into our Retirement Voice 2024 data through the perspective of advisers.
Read more40 mins read -
Video | What is the future of retirement income advice?
The past ten to 15 years has seen significant change in the retirement income advice market as the way people approach retirement has changed. Pete Cowell, Head of Annuities, Individual Retirement Solutions at Standard Life, and Billy Burrows, Founder of the Annuity Project and financial adviser, join us to discuss the changes and explore the future of retirement income advice.July 08, 2025
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Video | Private markets: what do they mean for pension savers?
The Mansion House compact marked a significant commitment amongst pension providers and other institutions in the UK towards improving outcomes for savers. Callum Stewart, Head of Investment Proposition at Standard Life, and Sam Murphy, Investment Director at Future Growth Capital joins us to discuss how investment in good quality private asset opportunities could improve retirement outcomes.April 15, 2025
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Video | Private markets: what is the opportunity for the UK pensions industry?
The UK pensions industry has historically allocated very little DC pension investment into private markets. Yet when we look to our peers in Australia and Canada this is much higher. What can we learn from our international peers and how can private market investment benefit customers? Michela Bariletti, Chief Credit Officer and Head of Investment Research at Phoenix Group joins us to discuss.March 04, 2025
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Video | 2025 macroeconomic outlook
2024 was hailed the year of the election, but what will the results mean for the economic outlook? And what trends can we anticipate for 2025? Find out in our discussion with Anthony O'Brien, Head of Market Strategy at Phoenix Group.February 25, 2025
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Video | Saving habits: what can we learn from the US?
What a lot of people get wrong about emergency savings, how spending habits change during retirement – and why some retirees really return to work.
Read more22 mins read -
Older renters: the elephant in the room when it comes to retirement?
Future generations of older people are more likely to live in a rented home than they are today. So what might this mean for their retirement plans?
Donna WalshNovember 13, 2023
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Should trustees be worried about the impact of artificial intelligence on Master Trusts?
Artificial intelligence is set to reshape all our lives – and this could include our pensions. Trustees therefore need to understand its limitations, ensure members’ information is appropriately protected, and keep pace as this technology evolves.
Donna WalshSeptember 18, 2023
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Video | Financial wellness: What UK employers can learn from the US
Financial wellness has been a hot topic in recent years, but what does it actually mean? And how can employers be sure the support they provide to employees really makes a difference?
Read more28 mins read -
Podcast | The cost of living crisis – what comes next?
Are we facing another lost decade in living standards? And, if so, what might this mean for interest rates, mortgage repayments and the labour market? Find out in our discussion with Paul Johnson, Director at the Institute for Fiscal Studies.
Read more30 mins read -
Video | The cost of living crisis – what comes next?
Are we facing another lost decade in living standards? And, if so, what might this mean for interest rates, mortgage repayments and the labour market? Find out in our discussion with Paul Johnson, Director at the Institute for Fiscal Studies.
Read more13 mins read -
Podcast | How the UK’s economic challenges may affect us in years to come
We spoke to Paul Johnson, CBE, Director at the Institute for Fiscal Studies, about public sector strikes, shrinking household incomes, rising taxes, economic inactivity and the challenges faced by younger people.
Read more34 mins read -
What the UK’s economic challenges mean for long-term savings and consumer behaviour
We spoke to Paul Johnson, Director at the Institute for Fiscal Studies, about rising inflation and falling household income, economic inactivity, the mounting tax burden and the future of the State Pension.
Read more6 mins read
The aims of Thinking Forward
We want to make financial security in retirement more achievable and widespread, and generally fairer. It's how we believe we can best support the long-term and diverse needs of savers, as well as supporting employers, advisers and trustees.
This is why we launched our thought leadership programme, Thinking Forward.
Through regular events and insights, we want to:
- Support our customers with innovative retirement income solutions
- Deliver better data- and insight-driven customer engagement and service
- Build propositions with financial inclusion in mind
- Invest responsibly
- Champion financial wellness
As well as conducting our own research, we will work with industry experts worldwide to ensure we bring a global perspective to help drive and develop solutions based on research and best practice.
Our joint research initiative with the OECD
We’re excited to have embarked on a three-year joint research initiative with the Organisation for Economic Co-operation and Development