What We're Researching We are running a paid study on how everyday individuals manage their personal finances and investment portfolios. Understanding the tools and strategies used for retail investing helps us identify gaps in current financial services.
UK Financial Advisers: Retirement And Pension Planning
United Kingdom
July 9, 2026
Job description
What We're Researching
We're running a paid study on retirement and pension planning strategies in the current economic landscape. We are evaluating how financial professionals structure long-term advice for their clients preparing to leave the workforce. Your input will help us understand the core challenges and opportunities in modern wealth management.
How It Works
You will participate in a brief, remote session focused on your daily advisory practices. We will ask you to review specific scenarios related to pension consolidation and retirement income generation. You will explain your typical recommendations and the rationale behind your strategic choices. The entire process takes about 10 minutes to complete from your own device.
Who This Is For
We are looking for active financial advisers operating within the UK. You should have direct experience building retirement portfolios and advising clients on pension planning. We welcome independent financial advisers, wealth managers, and paraplanners who actively support long-term strategy decisions.
What You'll Do
- Review scenarios related to client retirement planning
- Provide professional opinions on pension management strategies
- Walk us through how you handle long-term wealth structuring
Who Should Apply
- Active financial adviser or wealth manager based in the UK
- Hands-on experience with retirement and pension planning
- Comfortable discussing your advisory strategies and client recommendations
Compensation
$50 one-time
Ready to participate?
About Terac
Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.
Learn more at terac.com or on YouTube at @jointerac.
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