Why Retire? explores the concept of a binary ‘retired/not retired’ status and the impact of this concept on the structuring of benefit accumulation and decumulation in later life

Key Objectives:

  • outline the financial needs, ambitions and expectations of people in later life
  • review current options and incentives (including tax treatment) for taking retirement benefits
  • examine the gap that exists between what is available and what people want
  • outline principles for financial provision in later life when retirement is not a binary status.

Research is expected to focus on the UK pensions environment but may draw from international experiences.

Outputs:

  • Paper for the Actuary Magazine in late 2015.
Chair: Anne Sander
Membership: 9
Established: 2013

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Contact Details

If you want more information about this research working party please contact the Communities Team.

professional.communities@actuaries.org.uk

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