Young couple looking afar into the lake and mountain

Your retirement, your way

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.

A retirement leader

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.

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

Global Retirement Savers Study: UK findings

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.

Click to read Global Retirement Savers Study

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.

Richard Parkin Head of UK Retirement

Explore our 5 Dimensional (5D) Framework

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.

Longevity risk hedge
How many years will my retirement savings last?
Payment level
What will be the amount of my annual income?
Payment volatility
How much can my "paychecks" change from year to year?
Balance liquidity
If a need arises, how much of my savings can I access?
Unexpected balance depletion
How high is the risk of my money running out earlier than expected?