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Our policy position

We believe that all older people should have an adequate income which covers essential items for healthy living, such as food, warmth and housing, and which also enables full social and economic participation in society, including the ability to exercise choice in their spending patterns.

The financial services industry, regulators and government should work together to provide suitable, secure and fair value financial services, information and advice to help people prepare for retirement, and to help those already retired to manage their money.

Our work

Our work on income and finance covers state and private pensions, poverty and income levels, social security benefits, taxes, financial capability and financial services. While much of what we do focuses on those already retired, we also work to help younger people build up an adequate retirement income and plan for their future.

Our policy position

To find out our full policy position on financial issues for older people, download below:

  • Income and Finance chapter from our report - The Age Agenda 2008 - public policy and older people.
  • our Income Policy Position Paper
  • our Financial Services Policy Position Paper
  • our Policy briefing on Personal Accounts and means-testing

Contact us

Email: Policy

Our Income and Finance Experts are:

Sally West

Jane Vass