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NEW Insight
The retirement conversation is changing. Are we changing with it?
The latest The Retirement Compass 2026 paints a compelling picture of the retirement challenge facing millions of UK homeowners and the increasingly important role housing wealth could play in addressing it.
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NEW
The 80/80 rule: Why housing wealth must now be central to every retirement income strategy
We asked Tony Mudd, a senior technical and tax specialist at St. James’s Place, for his thoughts on the way forward for advisers in the face of evolving expectations, and the role of holistic retirement strategies to improve client outcomes.
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Annuities
Diversifying portfolios is standard practice – so why don’t we diversify retirement income?
By Mark Ormston, Chief Compliance Officer, Retirement Line
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Insight
Property wealth, the great intergenerational transfer, and why advisers can't ignore equity release
By John Macdonald, Strategic Account Manager at Aviva
More about retirement
Browse our retirement articles below
Equity Release insights
Short videos designed to help you navigate health and lifestyle disclosures, property considerations and product features.
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Health & Lifestyle
Helping clients access the terms they may be eligible for.
Health Conversations
Making health discussions work harder for your clients.
Property Expertise
Support for unusual or complex property cases.
Property Considerations
Identifying potential issues before they become problems.
Lifestyle Max
Higher borrowing with a shorter ERC period.
Guaranteed Fixed Term Income Plan enhancements
Explore the key features that can help clients tailor their retirement income to their needs.
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Optional Death Benefits
Helping clients maximise income or leave a legacy.
Value Protection
Providing reassurance for clients and their beneficiaries.
Guaranteed Income Period
Supporting income certainty to a future date.
Escalation options
Helping clients protect spending power over time.
Flexible Payment Frequencies
Giving clients control over how they receive income.
Retirement
Flexible solutions every step of the way
Wherever your clients are on their journey, our range of flexible products and services help your clients tailor their retirement.
Clients can invest for the future through one of our personal pensions, and access their benefits with our flexible drawdown and annuity options.
Meanwhile, equity release offers options for those who want to unlock some of the value in their property, and our lifetime care products can help clients looking to fund care costs.