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Rationale for retirement behaviour: Consumer testing

The Institute and Faculty of Actuaries (IFoA) is inviting research teams and organisations to tender for a project to develop and test a concept of a game to assess decisions of individuals making at retirement

Closing date for proposals is Friday 8 April 2016, 12:00 noon

Call description:

From April 2015, the government introduced some of the most significant changes to pensions in almost a hundred years. It believes that individuals who have worked hard and saved responsibly should be trusted to make their own decisions with the pension savings.

In response, the IFoA formed a Working Party of volunteer members (Rationale for retirement behaviour Working Party) to focus on an individual’s decision-making at, and during, retirement. The Working Party has developed a concept of a game with the intention to test users’ behaviour and explore whether their behaviour can be influenced by framing and feedback aspects.

In order to make the game available to a wider audience, the Working Party would like a robust research to inform how the game is presented, what questions are asked and how they are asked. With input from a research team, the IFoA seeks to address the following objectives:

  • Objective 1: Concept Development and Design
  • Objective 2: Testing and Analysis

Call document:

Request for tender: Rationale for retirement behaviour

This document includes essential information for applicants, including how to apply.

Contact Details

For more information about the calls for research please contact the Research and Knowledge Team.

research@actuaries.org.uk