Report library.

We have partnered with a number of organisations to produce insight reports and guides on key financial issues.

2017 DEADLINE TO THE BREADLINE


5 JUNE 2017

CSR Report

Our latest research has shown that the average employee in the UK could maintain their lifestyle for just over a month - only thirty-two days - if their income stopped and they had to rely on savings.


View the report (PDF, 361KB)

2016 CSR Report


25 MAY 2017

CSR Report

Our 2016 report highlights how we achieved our aim to be economically and socially useful throughout 2016, outlining our targets for the next five years.



View the report (PDF, 8.90MB)

THE BANK OF MUM AND DAD - 2017 REPORT

2 MAY 2017

The Bank of Mum and Dad - 2017 Report

The Bank of Mum and Dad will put up a massive £6.5 billion this year to help loved ones onto the housing ladder, a 30% increase in the last year. Without that money home ownership will be out of reach for ever more prospective buyers.

View the report (PDF, 2.26MB)

REFORMING CONTRIBUTORY BENEFITS

9 DEC 2016

Reforming Contributory Benefits

FLUID INTELLIGENCE

This ‘fluid intelligence’ report produced together with think tank, ‘The Centre for Social Justice’ looks at the issue of how Government and the insurance industry can work together to improve benefits for people who suffer long term sickness and disability.

View the report (PDF, 174K)

OLDER PEOPLE'S CARE SURVEY

23 NOV 2016

Older People's Care Survey

We sponsored this report on the availability and costs of elderly care homes together with the Family and Childcare Trust. It illustrates the difficulties facing elderly people and their families in obtaining care.

View the report (PDF, 654K)

GENERATIONS APART

17 SEP 2016

Generations Apart

FLUID INTELLIGENCE

The latest report in our ‘Fluid Intelligence’ series was produced together with the Intergenerational Foundation. The report shows how the shortage of suitable housing, both for young and old, is increasingly driving each generation to live apart.

View the report (PDF, 2.24MB)

NEXT STEPS FOR FINANCIAL RESILIENCE

8 JUL 2016

Next Steps For Financial Resilience

FLUID INTELLIGENCE

Our latest ‘Fluid Intelligence’ report produced following a round table organised together with influential ‘think tank’ Demos, addresses the issue of how to build financial resilience for UK families.

View the report (PDF, 718KB)

THE BANK OF MUM AND DAD

10 MAY 2016

The bank of mum and dad

Low or no interest rates, long or infinite repayment periods and a personal service: It’s not surprising the Bank of Mum and Dad is Britain’s best-loved financial institution.

View the report (PDF, 2.44MB)

THE ROUGH GUIDE TO PROPERTY

NOV 2015

Cover of the rough guide to property report

The Rough Guide to Property steers you through the many difficult decisions you need to make about your accommodation.

View the report (PDF, 6.36MB)

THE ROUGH GUIDE TO RETIREMENT

OCT 2015

Cover of the rough guide to retirement report

Retirement has changed beyond recognition in recent years. We're living longer, so we need more substantial savings to fund retirement.

View the report (PDF, 4.57MB)

THE ROUGH GUIDE TO WORK AND MONEY

AUG 2015

Cover of the rough guide to work and money report

The Rough Guide to Work & Money explains what might be available to you, from workplace pension schemes to ways in which your employer could help with your travel costs.

View the report (PDF, 5.86MB)

THE ROUGH GUIDE TO MONEY AND SAVINGS

JUL 2015

Cover of the rough guide to money and savings report

The good news is that whether or not you think you’re a natural money manager, there are always ways you can improve your own finances.

View the report (PDF, 4.86MB)

LAST TIME BUYERS

1 JUN 2015

Cover of the last time buyers report

Over 11.4 million homeowners over the age of 55 are classed as Last Time Buyers who are looking to downsize to smaller homes.

View the report (PDF, 3.19MB)

LET'S HOUSE BRITAIN

1 MAY 2015

Cover of the Let's house Britain report

The UK is facing a housing crisis which is pushing up prices and making ownership unaffordable and renting expensive.

View the report (PDF, 14.2MB)

THE ROUGH GUIDE TO FAMILY FINANCE

MAR 2015

Cover of the rough guide to family finance report

Running your finances in tandem with other members of your family is not always as easy as it might at first seem.

View the report (PDF, 7.76MB)

DE-RISKING JOURNEYS

11 FEB 2015

Cover of De-risking journeys

Engaged Investor and Legal & General surveyed more than 40 of the largest private sector schemes in the UK about the best ways to take the risks out of providing pension income for employees.

View the report (PDF, 3.56MB)

DEADLINE TO THE BREADLINE

3 FEB 2014

Cover of Deadline to the breadline report

Our 2014 report looks at the stark reality that many across the UK are facing if a household's income suffers an expected shock and drops.


View the report (PDF, 1.41MB)

DEADLINE TO THE BREADLINE

2013

Cover of Deadline to the breadline report

Our 2013 report looks at the stark reality that many across the UK are facing if a household's income suffers an expected shock and drops.

View the report (PDF, 2.89MB)

DEADLINE TO THE BREADLINE

2012

Cover of Deadline to the breadline report

Our report looks at just what people are actually earning, saving and spending their money on with some surprising findings.

View the report (PDF, 4.33MB)

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