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The changing face of retirement

In this in-depth research report we consider how
retirement is changing and what this means for
the future of retirement advice.

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We know how hard you work on behalf of your clients to ensure they achieve their financial goals. With our world class expertise working for you, we can help you offer an even better service. Discover how we can become the ideal partner for you.


Drawing on the past. Looking to the future.

We may have a heritage stretching back almost 250 years, but we remain dynamic and forward-looking as regards to product choice and service. Whatever the needs of your clients, our range of actively-managed solutions offers you opportunities across all markets and asset classes.
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Spend more time advising your clients

Wouldn’t a simplified workflow and less time spent on admin be better? We thought so too. It would enable you to spend more time advising your clients. That’s why we’ve created a range of practical guides, client-ready resources and videos.

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Expert knowledge at your fingertips.

Want a quick overview of what’s happening in the investment world? Get the very latest thinking from our team of experts. Clear and concise, our insights are easy to download and share. So staying in the know, and being able to offer your clients the most up-to-date views, couldn’t be easier.

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Building resilient multi-asset portfolios
Why identifying companies with quality attributes, and revisiting the true reason why people invest, can help build resilient multi-asset portfolios.
Limited resilience: the right risk for retirement
Why it is important to recognise that retirement clients might have limited resilience when creating an investment strategy.
Market Watch: Artificial intelligence: boom or bubble?
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, delves into his forthcoming paper co-authored by Sebastian Vismara and Jake Jolly on artificial intelligence (AI) and productivity. Dhar also examines the current rally of the S&P 500 and its correlation to AI. Explore further insights here.

The value of investments can fall. Investors may not get back the amount invested.

Whatever your query, one of our team will be able to help. Get in touch today.