About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: researcher is "association of independent financial advisers (aifa)/prudential uk"

Surveys listed in reverse order of publication date

Results 1-3 of 3.

Financial Planning Through Retirement Benchmarking Study
Financial Planning Through Retirement Benchmarking Study
Association of Independent Financial Advisers (AIFA)/Prudential UK
Oct 2011 United Kingdom Savings, Pensioners & Retirement, Advisers
The Association of Independent Financial Advisers (AIFA) and Prudential UK have released their annual industry-wide review of the retirement market. The research reveals that only 44% of independent financial advisers are willing to advise clients with less than £50,000 in their pension fund and that an increasing number of people are doing their own retirement planning.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D36432F7   Click here to contact the authors.
 
Financial planning through retirement benchmarking
Financial planning through retirement benchmarking
Association of Independent Financial Advisers (AIFA)/Prudential UK
26 Nov 2010 United Kingdom Pensioners & Retirement, Annuities and Income Drawdown, Advisers
Only 40% of those approaching retirement believe that their income will be sufficient, while two thirds expect to have to continue working, according to a report from the Association of Independent Financial Advisers (AIFA) and Prudential UK.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F25766DF   Click here to contact the authors.
 
Financial Planning Through Retirement
Financial Planning Through Retirement
Association of Independent Financial Advisers (AIFA)/Prudential UK
29 Jun 2009 United Kingdom Taxation, Scheme Issues & Trends, Pensioners & Retirement, Investment - General
The Association of Independent Financial Advisers (AIFA) and Prudential UK have published a landmark study of "Financial Planning Through Retirement". The research outlines changes required by the Government, retirement product providers and independent financial advisers to make sure that individuals in the UK maximise their income and wealth in retirement. The study also makes a number of recommendations and identifies key concerns with the decumulation market.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F54841FA   Click here to contact the authors.
 

Results 1-3 of 3.