Happiness is...

a guaranteed income in retirement

What truly makes a happy retirement?

To find the answer, we teamed up with world experts on wellbeing, the Happiness Research Institute. A Danish organisation devoted to quality of life, and founded by internationally renowned CEO, Meik Wiking.

Together, we found a clear link. There's a direct connection between financial security and wellbeing in retirement, and annuities and happiness.

So, when you help your clients choose a blended retirement portfolio, you’re setting them up for success and most importantly, happiness.

Our stats

51%

of people with an annuity were more likely to report lower levels of stress compared to those without one

64%

of people who received financial advise or guidance were more likely to expect an above average level of life satisfaction after five years

27%

of people more likely to find their finances predictable and easy to keep track of

Your happiness toolkit

Browse and watch made-for-you videos and sales aids to support your conversations.

Our research

Our latest research has revealed the key financial ingredients to achieving happiness in retirement.

What’s your formula to client happiness in retirement? / 28 Jan 2025 /

What’s your formula to client happiness in retirement?

Hear from Lorna Shah and Cecilia Furner on how to help your clients have a happier and more secure retirement.

Just Covered Podcast

Empowering advice: Helping clients take control of their financial futures

Vanessa Barnes joined us for our happiness special podcast. We cover a range of key topics, like how to help clients find happiness in retirement. Plus, Vanessa explores some of her own techniques for dynamic financial planning, like ‘the bucket method’. Grab a cuppa and have a listen…

Empowering advice: Helping clients take control of their financial futures / 18 Dec 2024 / 23:47

Articles

Unlocking retirement happiness

How can you unlock retirement happiness through annuities? This article reveals why more clients are turning to trusted adviser recommendations, and how you can use that insight to deepen relationships and deliver real value.

Ask the expert: How do we empower clients to find happiness in retirement?

Nicola Crosbie sits down to discuss her views on later life planning and the impact solid advice and solutions can have on client wellbeing.