Advice on pensions and saving for retirement: qualitative research with financial intermediaries

The overall aim of this study was to investigate the advice about pensions and saving for retirement given by financial intermediaries. Within this objective, it sought to increase understanding about whether Pension Credit and income-related benefits affect the advice given to people on low incomes.

The core of the study comprised telephone depth interviews with 45 local financial intermediaries who all worked in one of four localities with above-average proportions of people on lower incomes. A further 11 interviews were held with senior staff working at the headquarters of pension providers.

Advice on pensions and saving for retirement: qualitative research with financial intermediaries [ Full report (PDF, 197kB) | Research summary (PDF, 96kB) ]