Bespoke research, analysis and training tailored to your needs

Pensions & retirement research services

With over 20 years of experience, we offer expert market and academic research tailored to the pensions, retirement, and aging sectors. We are committed to fostering diversity and inclusion in all aspects of our work, ensuring that our research reflects a wide range of perspectives and addresses the needs of diverse populations.

Our services are designed to meet the specific needs of:

• Pension schemes & asset managers: In-depth analysis of pension scheme and investment operations within the wider policy, economic, and demographic landscape, allowing for informed service development and thought leadership.
• Consultants, advisers & scheme administrators: Actionable insights to enhance operational efficiency and improve member outcomes, with a focus on inclusive practices that benefit all stakeholders.
• Government & regulators: Evidence-based research to guide policy and regulatory decisions, grounded in an understanding of diverse demographic and socio-economic realities.
• Consumer bodies, charities & research institutes: Research focused on enhancing the financial well-being and security of older populations, particularly those from underrepresented or vulnerable groups.

We are known for our ability to simplify complex topics and deliver clear, insightful analysis. Our approach is highly flexible—tailoring every project to meet client needs and promoting inclusive collaboration throughout the process. By working closely with our clients, we ensure that the final outcome not only aligns with their objectives but also supports equitable and sustainable solutions. Whether it’s shaping policy, designing investment strategies, or understanding demographic shifts, our inclusive research process ensures clients receive the comprehensive solutions they need.

For more information contact research@pensionsresearch.co.uk

Analysis services for pensions & policy

We provide a comprehensive range of analysis services tailored to the pensions and retirement sector. Our services include:

• Policy & regulatory analysis: We help you navigate policy and regulatory changes, ensuring you understand how these shifts will impact your organisation and scheme members.
• Demographic & customer analysis: Our analysis highlights how economic and demographic trends will shape the future needs of pension savers and members.
• Survey analysis: We provide detailed insights from customer, consumer and member surveys, helping you address needs and expectations with clarity.
• Strategic policy responses: We support you in formulating policy responses, positions and recommendations for government, ensuring your proposals are well-informed and influential. We can draft robust, evidence-based consultation responses for you, ensuring your organisation’s voice is effectively communicated to policymakers and regulators.

Our services empower you to improve your member and customer service, engage meaningfully with government and regulatory bodies, and establish your organisation as a thought leader through rigorous, evidence-based research.

For more information contact research@pensionsresearch.co.uk

Bespoke training

We offer tailored training services focused on specific areas of the pensions system and pensions policy. Drawing on over 20 years of experience in research and policy analysis, our trainings are designed to equip your team with the knowledge and insights needed to navigate the complexities of the pension landscape.

Training focus Areas:

• Pension systems overview: Deepen your understanding of the structure and functioning of various pension schemes, including defined benefit, defined contribution, and hybrid schemes alongside the State Pension and benefits system, long term care, taxation and other relevant areas. This training is ideal for teams needing to familiarise themselves with the core mechanics of pension system.
• Regulatory and policy frameworks: Stay updated on the latest regulatory developments and policy changes affecting pensions. This training helps your team understand how new laws and regulations impact pension schemes, employers, and members, providing practical guidance for compliance and strategy.
• State pensions and retirement policy: Explore the intricacies of state pension provision and retirement policies, including eligibility, benefit calculations, and reforms. This training is perfect for organisations needing clarity on how state pensions integrate with workplace pensions and personal retirement planning.
• Demographic and economic impacts on pension schemes: Understand how demographic changes, such as ageing populations, and economic trends, like inflation or market volatility, affect pension schemes. This training will help your team anticipate challenges and prepare for future shifts.

Why choose our training services?

• Custom content: Each training session is tailored to your organisation’s specific needs, ensuring that the material is relevant to your operations and strategic goals.
• Expert-led with practical Focus: With extensive experience in pensions research and policy, we offer insights that go beyond theory, providing practical applications that your team can use immediately.
• Flexible formats: we offer both in-person and online training sessions, designed to fit into your team’s schedule and preferred learning format.

Equip your team with the skills and understanding needed to confidently navigate the evolving pensions landscape. Whether you’re looking to enhance your knowledge of pension systems or stay ahead of policy changes, our training services are here to help, making your organization more resilient, informed, and proactive.

For more information contact info@pensionsresearch.co.uk

Public speaking

Daniela offers insightful and engaging public speaking services tailored to your audience’s needs. Whether you’re hosting a conference, seminar, or roundtable, she brings a deep understanding of the pensions system, policy development, and demographic trends that shape the future of pensions.

Key speaking topics:

• Pensions policy and reform: Daniela provides expert insights on current and upcoming changes in pensions policy, helping your audience understand the implications of reforms on schemes, employers, and members.
• The future of retirement: Daniela speaks about how demographic shifts, economic trends, and policy developments are influencing retirement outcomes for today’s and tomorrow’s pension savers.
• Pension systems and historical context: Daniela offers a unique perspective on how pension systems have developed over time, including the state pension, private pensions, and long-term care, providing context for understanding today’s challenges.

Why book Daniela?

• Expertise in pensions and policy: Daniela brings decades of experience and a deep understanding of the complexities in pensions, offering nuanced and data-driven insights that resonate with diverse audiences.
• Clear and accessible communication: Daniela is known for simplifying complex topics and delivering them in an engaging and easy-to-understand manner, ensuring that all audience members, from industry experts to general stakeholders, can take away valuable insights.
• Tailored to your event: Daniela works closely with organisers to tailor the presentation to the specific needs of your event and audience, ensuring her talks are relevant, timely, and impactful.

Whether you’re looking for an engaging keynote speaker or a thought-provoking panelist, Daniela’s public speaking services will add value to your event by delivering actionable insights and sparking meaningful discussions.

For more information contact info@pensionsresearch.co.uk