This disbanded Research Working Party studied how the 2014 Budget changed the retirement income market irrevocably, impacting the consumer and the regulatory environment.
The working party is keen to ensure that actuaries are at the heart of the debate and is looking to undertake research that explores some of the issues and that helps to inform public policy.
Some of the investigations this working party will undertake are:
- How could customer outcomes vary by different decisions, such as when tax-free cash is taken, and whether drawdown or an annuity is chosen;
- How does the risk profile vary with such options?
- What conclusions would we make for customers in different circumstances – what would be the optimal choice with benefit of hindsight in different situations?
- What conclusions would we make for investment strategies when planning ahead for different income choices?
Outputs:
- to be determined.
| Chair: | Sanjay Shah |
|---|---|
| Members: | 3 |
| Established: | 2015 |
Related documents
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Guidance for Member-Led Research Working Parties
9 November 2017 -
B10: Getting used to EU driven legislation
7 November 2013
Contact Details
If you want more information about this research working party please contact the Communities Team.
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