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  • 3 in 10 expect to work beyond State Pension Age 

    Andrew Tully of Canada Life
  • Third of over 40s plan to work past SPA

    Andrew Tully, technical director at Canada Life
  • Planners say client long-term needs are changing

    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
  • Retirees cooling on European retirement post Brexit

    Dreams of retiring to Europe are fading
  • Planners say demand for inter-generational advice is booming

    Over half (54%) of Financial Planners surveyed by analyst firm AKG said demand for intergenerational planning has grown
  • 44% expect to work beyond State Pension Age

    The biggest concern shared by the workers surveyed by Canada Life was being able to enjoy their older age (34%).
  • Over-55s turn to equity release to meet daily living costs

    Canada Life's equity release website
  • Annuity rates could rise by up to 14%

    Canada Life expects rates to rise further this month following the base rate rise of 0.25% last week.
  • Government holds AE earnings trigger at £10,000

    The House of Commons
  • Half of retirees have money worries but only 22% seek advice

    Under a fifth (19%) of the female retirees surveyed had spoken to a professional adviser, versus a quarter of men.
  • Third of over-55s turning to equity release

    Canada Life's website
  • ‘Ideal’ retirement income is £22,500 a year 

    Many people are happy with a moderate retirement income
  • Revealed: Top 10 life and financial goals 

    A good retirement is a key life goal for many
  • 36% of over-55s have no will

    Andrew Tully
  • Canada Life launches adviser portal

    Advisers can log in to the portal using existing account details
  • 72% of Britons risk pension beneficiary delays

    Among those aged 55 and over surveyed by Canada Life, 71% had not completed an expression of wish form.
  • Surge in trust registrations expected ahead of deadline

    Canada Life's offices
  • 4 in 5 have no LPA as registrations fall 26%

    Quilter and Canada Life submitted freedom of information requests to the Ministry of Justice
  • Pandemic spurs 43% of over-55s to retire early

    Many have retired early since the start of the pandemic
  • Third of over-60s do not expect to pay for care

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

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