Research and Insights

Research and Insights

It is up to all of us to put peoples future financial needs in the spotlight and change their relationship with saving. To stay at the forefront of the change, businesses need to lead the debate. Here we provide the latest research and insights to keep you ahead of the curve.

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Robo-advice: revolutionising the investment landscape

Despite the obscure buzzword, robo-advice is revolutionising the investment landscape and has implications for firms of all sizes.

 
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Pension Freedoms: the final act of the life insurer

In the aftermath of Pension Freedoms, the services of life insurers are more important

 
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The emerging savings crisis: government failing the savings test

Talks around pensions underestimated the savings gap. "It’s a full-blown crisis which requires long-term policy making" says KPMG's Andy Masters

 
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Responding to LISA’s challenge: the industry must engage

In the aftermath of the Budget, we discuss how the Lifetime ISA (LISA) may signal a fundamental change to pensions taxation

 
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Life insurance legacy review: turning the old into the new

In a recent report by the FCA it was highlighted that long-standing customers had been let down by life insurance companies.

 
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Customer connection - How financial services can close the savings gap

The financial services industry can close the savings gap if it engages customers around its long-term savings, wealth and investment products.

 
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Freeing the future - market impacts of the pension freedom reforms

We spoke to over 40 industry leaders including banks, insurers and key political architects, to gather their views on the impact of pension freedoms.

 
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Paradise postponed - long-term impacts of the pension freedoms

Our latest report shows that there is a huge amount of opportunity for the future of the long term savings and wealth market.

 
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Regulation and competition - is a new dawn in sight?

At the ABI “Transforming long-term savings” conference on 19 April, Andy Masters voice his opinions on regulation and competition.

 
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Saving Generations

For a financial world that’s built to last.

 
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