The research encompasses life, pension and investment, and the working party will align and build on existing research, both from within the profession and externally.

This is an opportunity to produce thought leadership that can be used to inform Government, the market and consumer groups. A key objective is to demonstrate how adverse consequences of the advice gap could be mitigated if the ideas and conclusions of the research are followed.

Key objectives:        

  • Evaluating the emergence of an advice gap post-RDR
  • Assessing market distribution mechanisms by wealth segment
  • Researching product choice and complexity in the new environment
  • Considering adverse consequences of advice gap and two-tier market for consumers and society
  • Highlighting potential solutions and mechanisms to mitigate regulatory and market failure

Key outputs:

  • A research paper
  • A sessional meeting or SIAS meeting in 2022
  • A presentation at the Life Conference in 2021
  • An article in The Actuary
Chair: Chris Barnard
Membership 6
Established: 2021

Related documents

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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