We believe everyone should be open to all the possibilities of retirement. By asking better questions, we’ll get the answers that matter most to help your clients confidently navigate their own unique retirement journey.
At T. Rowe Price, we help your clients achieve their retirement goals with confidence.
£750+bn
retirement-related assets under management.
20+ years
retirement solutions management experience.
#1
largest active target date manager in the world1.
1Sway Research, The State of the Target Date Market: Mid-Year 2025.
All data as of 31 December 2025. Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates
Our inaugural Global Retirement Savers Study reveals what retirement savers across five major markets — including the UK — really want. Explore the findings and gain insights to help inform your retirement solutions, plan design, and communications.
We are dedicated to supporting UK intermediaries, leveraging decades of experience, research and retirement expertise to deliver innovative solutions that help their clients retire with confidence.
Our 5D Framework enables advisers to guide clients through a clear, structured set of questions, making it easier to understand their unique retirement needs, goals, and circumstances. The insights gathered will help create personalised retirement income plans, supporting clients in achieving a flexible and confident retirement—whatever life may bring.
View the framework below to discover some of the questions you can ask your clients. Each is designed to deepen your understanding of their individual goals, motivations, and challenges.
For illustrative purposes only.
Source: Analysis by T. Rowe Price.
We’d love to hear from you. Whether you have further questions or need more information about our Retirement capabilities we are here to help.
202605-5520136