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Searching for: researcher is "investec wealth & investment"

Surveys listed in reverse order of publication date

Results 1-9 of 9.

Advisers forecast big increase in DB pension transfer enquiries in 2017
Advisers forecast big increase in DB pension transfer enquiries in 2017
Investec Wealth & Investment
28 Mar 2017 United Kingdom Transfers, Scheme Issues & Trends, Advisers
According to a study commissioned by Investec Wealth & Investment, 65% of financial advisers are predicting an increase in client enquiries about transfers from DB to DC pension schemes over the next 12 months.

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 >> Mar 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4C1033A0   Click here to contact the authors.
 
Advisers predict continued rise in pension freedom enquiries and average portfolio size
Advisers predict continued rise in pension freedom enquiries
Investec Wealth & Investment
11 Jul 2016 United Kingdom Scheme Design (inc. DB & DC), Savings, Pension Liberation, Investment - General, Advisers
New research commissioned by Investec Wealth & Investment has found that 80% of advisers have seen an increase in new business enquiries as a result of pension freedoms. The study also found that 68% of advisers expect to see the number continuing to grow over the next five years.

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 >> Jul 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

97988421    
 
Pension rule changes one year on give rise to generation-skipping pension pots
Pension rule changes one year on give rise to generation-skipping pension pots
Investec Wealth & Investment
26 Apr 2016 United Kingdom Savings, Pension Reform, Pensioners & Retirement, Investment - General, Annuities and Income Drawdown
New research commissioned by Investec Wealth & Investment has found that 46% of savers with private or workplace pensions plan to leave at least part of their lump sum to their children when they die. The study also revealed that 8% of pension savers have made provisions for their grandchildren and siblings.

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 >> Apr 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

22973793    
 
Mind the gap: New research finds higher earners overestimating their retirement income
Mind the gap
Investec Wealth & Investment
29 Mar 2016 United Kingdom Savings, Pensioners & Retirement, Investment - General
According to research from Investec Wealth & Investment, people earning more than £50,000 a year expect, on average, their private pension to provide the equivalent of almost half (44%) their salary in terms of their retirement income. In reality, the average is around a third.

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 >> Mar 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AA96879F   Click here to contact the authors.
 
One-in-three IFAs plans retirement in next decade
One-in-three IFAs plans retirement in next decade
Investec Wealth & Investment
12 Oct 2015 United Kingdom Pensioners & Retirement, Part-time, Self-employed and Contract Workers, Advisers
According to research from Investec Wealth & Investment, 36% of intermediaries that own all or part of their firm will retire or at least semi-retire over the next decade. However, 80% are planning to either semi-retire or take a phased retirement approach.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AD9369F4   Click here to contact the authors.
 
Overgenerous grandparents risk leaving themselves short of capital
Overgenerous grandparents risk leaving themselves short of capital
Investec Wealth & Investment
5 Oct 2015 United Kingdom Savings, Pension Reform, Pensioners & Retirement
Research from Investec Wealth & Investment has revealed that 18% of parents and grandparents aged over 55 who intend to gift money to their children and grandchildren plan to do so by accessing money from their newly cashed-in pension pots. According to the survey results, 3% of respondents have had to delay retirement in order to help finance the younger generation.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D19355B9    
 
Pension reforms leave retired requiring more financial advice
Pension reforms leave retired requiring more financial advice
Investec Wealth & Investment
30 Sep 2015 United Kingdom Pension Reform, Advisers
Research from Investec Wealth & Investment has revealed that independent financial advisers believe that the recent pension reforms and rising life expectancy have significantly increased the requirement for continuing financial advice among retirees. According to the findings, 87% of advisers said that their retired clients require ongoing support in achieving capital growth as well as income, whilst 78% said that clients are looking to generate retirement income from across different sources.

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 >> Sep 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9193442C    
 
One in three pension holders plans to leave a larger inheritance following new rule changes
One in three pension holders plans to leave a larger inheritance following new rule changes
Investec Wealth & Investment
30 Jun 2015 United Kingdom Savings, Pension Reform
According to research from Investec Wealth & Investment, 19% of pension savers say they will increase the amount they are putting into their pension pots to make the most of the fact that, following recent reforms, they are able to pass on these assets free of inheritance tax if they die under the age of 75.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D2918082    
 
Retirement spending to be more Mondeo than Lamborghini
Retirement spending to be more Mondeo than Lamborghini
Investec Wealth & Investment
16 Sep 2014 United Kingdom Pension Reform, Pensioners & Retirement, Annuities and Income Drawdown
Investec Wealth & Investment has published research looking at attitudes to spending in retirement of individuals aged between 55 and 64. According to the survey, almost three-fifths (59%) of respondents plan to spend a larger amount of their retirement savings in the immediate years after stopping work and will reduce spending in later years when they are less willing and able to take part in activities such as overseas travel.

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 >> Sep 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E4864965   Click here to contact the authors.
 

Results 1-9 of 9.