Adviser Insight and Opinion team
We’re dedicated to turning our latest industry knowledge and insights into fresh angles for advisers and their clients.
Our team of experienced writers and content creators are committed to developing engaging commentary and analysis specifically for an intermediary audience.
They’re here to share their knowledge and thoughts on the latest topical issues. Their work is designed to help you stay up to date with industry changes and emerging trends, while also giving you potential new conversation opportunities to explore with your clients.
Articles by Adviser Insight and Opinion team
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Retirement Voice: Adviser edition
Get your copy of the report - and earn CPD. Hear what clients really think about their adviser, their future, and what’s next for advice.
Adviser Insight and Opinion teamJune 17, 2025
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Ten years of pension freedoms
We’re proud to co-sponsor AKG’s latest report, Ten Years of Freedoms: Lessons, Gaps, and the Road Ahead, marking a decade since the introduction of pension freedoms.
Adviser Insight and Opinion teamJune 12, 2025
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Q1 2025 Market Commentary and Outlook
The first quarter of 2025 stands out for defying expectations and reversing recent trends. In equity markets, Europe outperformed the US; newly elected President Trump focused more on protectionism than pro-US growth policies like near-term tax cuts and deregulation; and Big Tech met with some Big Surprises.
Adviser Insight and Opinion teamApril 16, 2025
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Could your client use a smoothed fund to manage volatility?
Should advisers be giving greater consideration to smoothed managed funds especially for those clients who are close to retirement and less tolerant to risk?
Adviser Insight and Opinion teamApril 03, 2025
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Bridging the ‘gap years’ in retirement
Recent research shows that many people are likely to transition into retirement by reducing their working hours. We explore how gradual retirees are going to bridge the income gap before receiving their State Pension.
Adviser Insight and Opinion teamMarch 05, 2025
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Understanding the impact of pension annuities
Explore the ins-and-outs of annuities with our sponsored guide from financial adviser William Burrows.
Adviser Insight and Opinion teamMarch 05, 2025
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Take a combined approach to retirement income
Since pension freedoms were introduced in 2015, clients have been able to enjoy a greater choice in how their retirement income is generated.
Adviser Insight and Opinion teamFebruary 17, 2025
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Smooth out the dangers of the retirement risk zone
We’re proud to have sponsored a new report from Defaqto. This explores how smoothed funds can be used to manage some of the risks that threaten a good outcome for clients approaching retirement.
Adviser Insight and Opinion teamOctober 09, 2024
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Explore the value of a pension annuity
We explore the best ways to tailor a retirement income to suit different needs to provide tangible value for your clients in later life.
Adviser Insight and Opinion teamAugust 20, 2024
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Take a flexible approach to retirement income
We explore how you can help clients determine their income needs in retirement. And how you can show them what income they can expect from their pension pot.
Adviser Insight and Opinion teamAugust 06, 2024
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Boost your annuity know-how
Our short films cover common questions and key points to support your understanding of annuities, and your client conversations.
Adviser Insight and Opinion teamJuly 08, 2024
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Are you ready for the retirement income revolution?
There’s a lot of talk about the future of the retirement income market right now. That’s why we’ve chosen to sponsor a guide from Defaqto.
Adviser Insight and Opinion teamJune 20, 2024
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When should your clients buy an annuity?
We look at the impact your clients’ personal circumstances can have on their retirement income. Explore the key factors you should consider to help them secure a higher income for life.
Adviser Insight and Opinion teamJune 11, 2024
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What’s the deal with enhanced annuities?
We know advisers have close relationships with their clients. But could the trust you share with your clients help to boost their incomes in retirement?
Adviser Insight and Opinion teamNovember 03, 2023
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Why we must debunk annuity myths
Our latest research reveals that there’s sizeable uncertainty as to how annuities work and what benefits they can provide.
Adviser Insight and Opinion teamSeptember 04, 2023
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