Adviser-Hub articles

Articles tagged: Retirement
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Fidelity Adviser Solutions | Unlocking the psychology of retirement – Key findings

This short video reveals key insights from new behavioural research showing that retirement readiness isn’t just about money – it’s deeply emotional. Learn how identity, confidenc...

Fidelity Adviser Solutions 9th Feb 2026

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Fidelity Adviser Solutions | Financial planning considerations at tax year end

Watch Fidelity’s experts – Paul Richards, Paul Squirrell, and Jon Hale – in this 45-minute discussion as they unpack the latest developments in retirement and tax planning. They c...

Fidelity Adviser Solutions 27th Jan 2026

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Exploring the psychology of retirement

Fidelity Adviser Solutions have applied behavioural science to uncover not only what clients say, but how they truly feel about whether they are financially and psychologically prepared for retirem...

Fidelity Adviser Solutions 17th Nov 2025

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New retirement income approaches gaining in popularity

Drawdown has largely been acknowledged as the ‘winner’ in terms of product since the introduction of pension freedoms.

Fidelity Adviser Solutions 15th Sep 2025

Partner Zone

Gap between reality and expectations threatens retirement goals

In Fidelity’s 2025 European Investor Sentiment Survey, the majority of respondents say they are on track to meet their pension income goals – yet they also do not feel ready for a futur...

Fidelity International 9th Sep 2025

hub-exclusives-banner-alternatives-33 Analysis & Opinion

Retirement choices

When you reach retirement age, there are important choices to make. Reforms introduced from April 2015 drastically increased the choices available to pension savers.

Adviser-Hub 20th Aug 2025

hub-exclusives-banner-alternatives-35 Analysis & Opinion

Return of the ‘unretired’

The word ‘unretired’ has recently entered the financial services lexicon to describe people who have retired from the workplace and subsequently returned to work. Research carried out i...

Fidelity Adviser Solutions 13th Aug 2025

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Comprehensively straightforward retirement expertise

Our comprehensive – yet straightforward – range of solutions can help you meet all the evolving needs of clients planning for and their journey through retirement.

Fidelity Adviser Solutions 23rd Jun 2025

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Baillie Gifford | Baillie Gifford Monthly Income Fund: retirement income for the long term

Join Investment manager Steven Hay who discusses the latest trends and opportunities in income investing, offering insights into achieving long-term financial goals.

Baillie Gifford 20th Jun 2025

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Navigating retirement: combating sequencing risk

Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios. 

Baillie Gifford 11th Jun 2025

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Fidelity International | Tackling retirement income challenges and finding opportunities

Fidelity asks Laura Whetstone, Director at Lathe & Co Wealth Advisers, about the challenges financial planners and their clients have when approaching retirement, including cashflow reporting a...

Fidelity International 29th May 2025

Business Toolkit

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesn’t reflect individual circumstances, is appro...

Fidelity Adviser Solutions 21st Oct 2024

Partner Zone

Retirement income drawdown: building a framework for success

Drawdown is becoming a more important part of the retirement investment journey, says Capital Group’s Philip May, Director of Retirement Income Solutions.

Capital Group 30th Jun 2023

Partner Zone

UK retirement income: are consumers overconfident?

Capital Group’s Director of Retirement Income Solutions Philip May outlines key findings from a specially commissioned study by leading financial research specialist NMG.

Capital Group 21st Feb 2023

Retirement should be enjoyed, not endured

Retirees need income solutions that can provide spending confidence through retirement, says Jason Borbora-Sheen, co-Portfolio Manager, Ninety One Diversified Income Fund.

Ninety One 11th Aug 2021

Analysis & Opinion

How to retire faster

For some, the pandemic has accelerated their retirement plans. They may no longer want to contend with an uncertain outlook or they may reason that someone needs the job more than they do.

Adviser-Hub 12th Oct 2020

Business Toolkit

Pension transfer advice

In our compliance section FundsNetwork provide summaries of the FCA rules and guidance on issues such as pension transfers.

Fidelity Adviser Solutions 10th Dec 2019

Market Updates

The Week: Addressing intergenerational unfairness

The House of Lords and FCA are both looking at ways to address financial disparity between generations. Financial advisers may need to take note.

Adviser-Hub 2nd May 2019

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