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  • Most Financial Planners surveyed for the report by Canada Life said they are one step ahead of their clients all or most of the time

    Planners say client long-term needs are changing

  • Dreams of retiring to Europe are fading

    Retirees cooling on European retirement post Brexit

  • Over half (54%) of Financial Planners surveyed by analyst firm AKG said demand for intergenerational planning has grown

    Planners say demand for inter-generational advice is booming

  • The biggest concern shared by the workers surveyed by Canada Life was being able to enjoy their older age (34%).

    44% expect to work beyond State Pension Age

  • Canada Life's equity release website

    Over-55s turn to equity release to meet daily living costs

  • Canada Life expects rates to rise further this month following the base rate rise of 0.25% last week.

    Annuity rates could rise by up to 14%

  • The House of Commons

    Government holds AE earnings trigger at £10,000

  • Under a fifth (19%) of the female retirees surveyed had spoken to a professional adviser, versus a quarter of men.

    Half of retirees have money worries but only 22% seek advice

  • Canada Life's website

    Third of over-55s turning to equity release

  • Many people are happy with a moderate retirement income

    ‘Ideal’ retirement income is £22,500 a year 

  • A good retirement is a key life goal for many

    Revealed: Top 10 life and financial goals 

  • Andrew Tully

    36% of over-55s have no will

  • Advisers can log in to the portal using existing account details

    Canada Life launches adviser portal

  • Among those aged 55 and over surveyed by Canada Life, 71% had not completed an expression of wish form.

    72% of Britons risk pension beneficiary delays

  • Canada Life's offices

    Surge in trust registrations expected ahead of deadline

  • Quilter and Canada Life submitted freedom of information requests to the Ministry of Justice

    4 in 5 have no LPA as registrations fall 26%

  • Many have retired early since the start of the pandemic

    Pandemic spurs 43% of over-55s to retire early

  • Over a quarter (27%) of those surveyed by Canada Life said they do not know how they will pay for care.

    Third of over-60s do not expect to pay for care

  • Divorce is on the rise

    Recent surge in divorce fuels need for pensions advice

  • A quarter (28%) of over 60s said they have put off thinking about care due to it being an emotionally overwhelming subject.

    7 in 10 over 60s failing to plan for later life care

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  • Home
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