Understanding financial resilience in later life

Collaborate Research has just completed a major two-part study for Age UK to explore what helps and hinders older people to deal with life events and be financially resilient during their retirement. This research was supported by the Money Advice Service and it was commissioned to fill an evidence gap identified by the Older People in Retirement (OPIR) Steering Group which advises on the delivery of the UK-wide Financial Capability Strategy for this age group.

The project was commissioned in two stages:

  1. A rapid evidence assessment of available literature on the topic, together with depth interviews with selected expert stakeholders.
  2. Qualitative research comprising focus groups with people aged 60+, and paired depth interviews with retired couples, across the UK.

The outputs of the research included two detailed research reports, one for each stage of the project, and Age UK has also drafted a summary. All of these documents have now been published.

Client Feedback
“Collaborate Research were a joy to work with and added immense value to our project. Monique and her team were highly professional, responsive and easy to work with. Their robust analysis and willingness to engage in debate on the findings significantly enhanced our understanding and ability to make the most of the research. What stood out for us was the team’s commitment to understanding both how to engage most effectively with our target groups, including a wide range of voices and their real interest in the topic and policy context. We felt that developing a meaningful understanding the answers to our research questions was as important to Monique as it was to us.”
Age UK