Security in retirement

Security in retirement

Jackson research offers key insights on how to manage inflation risk

Jackson’s latest research conducted with the Center for Retirement Research at Boston College finds that the high-inflation environment—coupled with broader economic uncertainty and concerns about the future of Social Security—is making consumers anxious about their retirement goals.

More than half the consumers we surveyed are more pessimistic now about their financial security than they were two years ago, and pre-retirees are planning to delay retirement at elevated rates.1

Prolonged, elevated inflation has been capturing headlines while compressing the time it takes for rising prices to erode purchasing power. Even as inflation rates reach more normal levels, it’s important to be aware of the risk this invisible enemy can pose to even the best laid retirement plans.

In this white paper, we elaborate on these and other key retirement-related findings and share how consumers and financial professionals are managing inflation risk in an unclear economic environment.

Download the Research, Analysis, and Insights on Addressing Inflation Risk white paper today.

Jackson’s study on addressing inflation risk, conducted in partnership with Greenwald & Associates and the Center for Retirement Research at Boston College, surveyed 1,501 investors between 55 and 85 years of age and at least shared financial decision-making responsibilities in their household. Additionally, 400 financial professionals with three or more years of experience at a firm with at least $30 million in assets under management were surveyed. Surveys were conducted online from June 12 to October 27, 2023.

Greenwald & Associates and the Center for Retirement Research at Boston College are not affiliated with Jackson National Life Distributors LLC.

1 EBRI Retirement Confidence Survey, 2023 RCS Fact Sheet #2, "Expectations About Retirement," 2023.

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