Snippet of Retirement Matters - April 2026

Key takeaways from our roundtable discussions from our April event:

Engagement remains the hardest part of retirement planning

Engagement was identified as the primary challenge in retirement planning. The gap was not seen as a lack of products or knowledge, but getting people to engage with complex, emotional decisions before they become urgent.

Good retirement advice needs to be evidenced

Retirement income advice is expected to be evidenced, personalised, sustainable and outcome-focused, while reducing foreseeable harm.

AI adoption is growing, but use cases remain uneven

AI is already in use across many businesses, but our findings suggest there is still a gap between broad adoption and practical application in report writing and suitability reports.

These are only a few of the themes captured. The full summary in The Pulse goes much further, bringing together the insight from all roundtable discussions into one detailed view of the retirement advice landscape.