Transforming retirement planning
 
 
 
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Retirement advice in the UK: Turning insight into outcomes

Dear

Financial advisers play a vital role in helping people turn uncertainty into clarity and plans into outcomes and retirement is where that impact is felt most.

In this edition, BNY Investments are sharing two short reads on the changing retirement landscape, and the role technology can play, alongside their latest UK research report produced with NextWealth - Retirement advice in the UK: Turning insight into outcomes.

It brings together practical insight and real-world considerations to help you support clients through a fast-changing environment and evidence high-quality retirement outcomes at scale.

 
Transforming retirement planning

Retirement planning in the UK has never stood still, but the ground is shifting more quickly and more meaningfully than many clients – and some firms – might expect.

Read the full article


 
Human first, tech second: Rethinking AI in retirement advice

With artificial intelligence evolving at pace, is it finally ready to enhance how advisers plan, test and deliver retirement strategies?

Read the full article


 
 

Retirement advice in the UK: Turning insight into outcomes

Explore BNY Investment's UK research report, produced with their partners at NextWealth, recognising the contribution advisers make and sharing practical insight for a changing retirement landscape. You’ll find reassurance, benchmarkable evidence, and actionable takeaways to support consistent, high-quality outcomes - reinforcing the value of professional advice and the trusted relationships at its core.

Download the report here

Kind Regards

 

Derek Bradley, CEO
Panacea Adviser
www.panaceaadviser.com

Important information 

For Professional Clients only.

Any views and opinions are not investment advice or a research recommendation. 

BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.

Issued in United Kingdom by BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, 160 Queen Victoria Street, London EC4V 4LA. Registered in England No. 1118580. Authorised and regulated by the Financial Conduct Authority.

For further information visit the BNY Investments website: https://www.bny.com/investments

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