Support for you and your clients

Bringing you the latest insight and resources that can help your client discussions.

2025 Retirement report

2025 Retirement report

Our latest Retirement Report shows the retirement outlook has worsened since 2023 with 1.6 million more people risking retirement poverty. Read our latest Retirement Report for further insights.

2024 Women and retirement report​ ​

2024 Women and retirement report​ ​

Our latest Women and Retirement Report highlights the unique challenges women could face as they plan for retirement. Read the report to gain further insights and help your clients plan for a better financial future.​

family sat together in garden

Supporting vulnerability

For help with initial conversations with clients who may be vulnerable read our Client Vulnerability Guide (PDF, 2MB). When you have identified a vulnerable client you may need more detailed information to assist you and this can be found in our IDEA Framework Guide (PDF, 2MB). You can also watch our helpful vodcast – Supporting Vulnerable Clients.

The expert series

The expert series

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.

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Tools and calculators

Tools and calculators

Our tools and calculators help you review your clients' policies and show your clients how you can add value.

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Investment Perspectives

Investment Perspectives

Topical insight and market news from our investment experts and appointed investment managers.

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Our Appointed Investment Managers

Our Appointed Investment Managers

We select thought-provoking articles from investment experts at our appointed investment managers which we think will be of interest, and share them with you here on a regular basis.

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