Call: 020 8359 1220 or email us:
 Research objectives

To better understand the attitudes and behaviour of UK home owners aged 50+ relating to their finances in retirement

 Topics explored

  • Attitudes to retirement
  • Attitudes to finance in retirement
  • Preparations being made / formerly made for retirement – investments, savings, etc.
  • Reactions to financial options in retirement (e.g. equity release, downsizing) and interest in those options


An online survey of 4000 home owners aged 50+ was conducted.

Purple Market Research was responsible for the following elements:
  • Survey design – sample and methodolog
  • Project management – liaison with our client, problem solving, etc.
  • Analysis of findings – weighting of data to represent target population, tabulation of survey results, statistical analysis (regression and segmentation)
  • Charting in collaboration with the client
  • Presentation of findings in a workshop with key client personnel

 Conclusions & Insights

The research provided a segmentation of the target market for financial products in retirement.

It allowed the client to identify, size and profile the market for their products.