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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Middle East conflict market commentary
On 28 February 2026, US and Israeli military operations in Iran set in motion a new phase of geopolitical uncertainty.
Adviser Insight and Opinion teamMarch 09, 2026
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Five things clients say about their adviser
In today’s world of growing financial complexity and uncertainty, the role of the financial adviser has never been more essential - or more appreciated.
Adviser Insight and Opinion teamMarch 04, 2026
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Q4 2025: resilience and breadth define the year-end
A review of Q4 2025 market performance, highlighting global equity gains, falling inflation, interest-rate expectations and investment opportunities.
Adviser Insight and Opinion teamJanuary 16, 2026
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Q3 2025: Risk assets rally despite fiscal and political headwinds
Explore Q3 2025 market insights as equities rally, interest rates fall and resilient growth supports global investment performance.
Adviser Insight and Opinion teamOctober 15, 2025
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Q2 2025: equities triumph, despite tensions and tariffs
Despite geopolitical tensions and tariff tremors, global markets delivered a surprisingly strong performance in the second quarter. From a tech-fuelled rebound in the US to standout gains in emerging markets, investors found reasons to stay optimistic.
Adviser Insight and Opinion teamJuly 30, 2025
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5 client trends advisers can’t ignore
How are today’s economic, political, and technological shifts reshaping client expectations – and what does it mean for financial advice?
Adviser Insight and Opinion teamJuly 11, 2025
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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 — a decade since the introduction of pension freedoms.
Adviser Insight and Opinion teamJune 12, 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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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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Guaranteed Fixed-term Income (GFI) article
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 teamJanuary 21, 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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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
Read more5 mins read
Related Insights
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The hidden cost of renting in retirement: a £419,000 challenge
Housing costs don’t disappear at retirement. For a growing number of renters, they could be the single biggest expense they face in later life - adding thousands of pounds a year to the income needed to maintain a minimum standard of living. While support is available, many will need a long-term plan to cover ongoing housing.
September 04, 2026
Read more5 mins read -
Profit extraction
With dividend tax allowances now a fraction of their original level, employer pension contributions can offer SME business owners a tax-efficient alternative for extracting profits.
Matt HarmanAugust 24, 2026
Read more5 mins read -
Inflation-proofing retirement income: are clients overlooking a valuable annuity opportunity?
For many retirees, rising bills mean tougher choices about everyday spending as they do not benefit from wage growth which tends to accompany inflation. With ongoing geopolitical uncertainty, and the energy price cap rising from July, we examine how inflation-linked annuities can help retirees maintain their spending power in the face of rising living costs, and what the inflation shock of recent years tells us about the value of guaranteed inflation protection.
Pete CowellAugust 18, 2026
Read more5 mins read
