Financial Advice Insights Panel
Join the conversation. Shape the future.
We work with platforms, wealth managers and product providers – alongside our sister publication Money Marketing – to drive better outcomes for financial advisers and their clients. Feedback from the financial advice community is central to everything we do.
As a panel member, you’ll receive exclusive benefits, including insights on key planning themes through summaries of our published research, access to our comprehensive platform due diligence report updated annually, and invitations to virtual and in-person events focused on peer idea exchange and industry feedback. Gifts, vouchers or charity donations may also be available for taking part in select research activities.
To join, simply take one of the live surveys and confirm you’re happy to be contacted for further research – or fill in our panel form.
Choosing an Adviser Platform
The aim of this report is to help financial advisers decide on a platform strategy for their businesses including platform selection.
This report is exclusively available to financial advisers who participate in any of our research, surveys, roundtables or phone interviews.
To access this report, please complete our current survey.

Retirement income provision in a post-pension freedoms world
Stability of income in retirement is more important than capital security – especially to meet essential spending needs – and longevity issues are key. We conducted research on developments in post-retirement advice and use of secure lifetime income, sponsored by Just.
We’re seeing risks in advisers’ retirement processes: underestimating longevity, insufficient evaluation of clients’ attitude to pension drawdown risk, and the use of deterministic rather than stochastic modelling. Ultimately, the cost of providing income for life is significantly higher than many people assume.
Advisers and clients need to layer their priorities for their income needs into various categories of essential and nice to have. Annuities have got a bad rap of late. But ultimately, they benefit from risk pooling, without which, clients and their advisers are assuming the risks of shortfalls.
