ImpaktfulAdviser Retirement Survey Report
This report provides a comprehensive analysis of survey data related to retirement planning. The charts below reflect aggregated responses across topics such as client retirement readiness, service offerings, portfolio management, and non‐financial considerations. Designated areas for individual responses have been set aside for later mail merge.
Key Insights
- Average client retirement readiness rating is 5.3 (on a 0–10 scale).
- Most respondents do not offer differentiated service packages pre- and post-retirement.
- The Bucket Strategy is highly adopted for managing portfolio risks.
- There is strong emphasis on holistic planning, including non-financial elements.
Q1: Proportion of your clients who will be Semi or Fully Retired over the next two years
Individual Response Placeholder: [Enter respondent’s numeric answer (0–10) and mini-chart/percentage equivalent]
Q2: Do you offer different ongoing service packages for clients in the lead-up to retirement and after they are set up in retirement?
Individual Response Placeholder: [Merge field for respondent’s answer (Yes/No)]
Q3: What is your practice's average Funds Under Management (FUM) per client?
Individual Response Placeholder: [Merge field for respondent’s FUM category]
Q4: How would you describe your approach to adopting new technologies or methodologies in your practice?
Individual Response Placeholder: [Merge field for respondent’s selected option]
Q5: How do you help clients prepare for retirement?
Primary Methods
Secondary Methods
Individual Response Placeholder: [Placeholders for multiple responses (CSV format)]
Q6: In your experience, how long does it typically take for clients to feel comfortable once they have retired?
Individual Response Placeholder: [Merge field for respondent’s selected option]
Q7: How would you rate your understanding of the psychological shift clients experience when transitioning from accumulation to decumulation?
Individual Response Placeholder: [Merge field for respondent’s rating]
Q8: How do you structure retirement portfolios to manage risks?
Primary Strategies
Secondary Strategies
Individual Response Placeholder: [Merge fields for multiple selections]
Q9: How often do you recommend annuities or similar guaranteed income products?
Column 1
Column 2
Individual Response Placeholder: [Merge field for respondent’s selected frequency option]
Q10: What do you do with your client's life insurance in the lead-up to retirement?
Primary Strategy
Secondary Strategy
Individual Response Placeholder: [Merge fields for respondent’s selected option(s)]
Q11: How do you see your role in supporting a client's retirement lifestyle and purpose?
Individual Response Placeholder: [Merge field for respondent’s answer]
Q12: When do you start talking to clients about what they will do with their time in retirement?
Individual Response Placeholder: [Merge field for respondent’s selected timing]
Q13: How do you help clients navigate the psychological challenges of transitioning to retirement?
Individual Response Placeholder: [Placeholders for multiple responses if applicable]
Q14: How often do your clients express uncertainty or concern about finding purpose and fulfilment in retirement, beyond just financial security?
Individual Response Placeholder: [Merge field for respondent’s numeric answer (0–10)]
Q15: Select the top 3 most important non-financial elements you think are essential for your clients in planning their retirement
Individual Response Placeholder: [Placeholders for up to three selections (CSV format)]
Q16: Rank the following benefits you see from incorporating lifestyle conversations with your clients in your retirement planning process
Individual Response Placeholder: [Merge fields for respondent’s ranking for each benefit]
Q17: Which engagement tools would help incorporate purpose-driven retirement in your practice?
Individual Response Placeholder: [Merge field for respondent’s chosen tool(s)]
Q18: What percentage of client conversations include philanthropy?
Individual Response Placeholder: [Merge field for respondent’s selected percentage range]
Q19: What percentage of client conversations include ethical or impact investing?
Individual Response Placeholder: [Merge field for respondent’s selected percentage range]
Q20: Which of the following best describes your investment philosophy regarding ethical, ESG, and impact investing?
Individual Response Placeholder: [Merge field for respondent’s answer]
Q21: What's your understanding of how clients choose charities?
Individual Response Placeholder: [Merge field for respondent’s selection]
Q22: Based on your client's interests and values, which 3 impact investment themes do you believe would resonate most strongly with your client base?
Individual Response Placeholder: [Placeholders for up to three selections (CSV format)]