Retirement Income Is a Global Challenge. Help Participants and Retirees Solve It.

Defined contribution schemes account for 48% of global pension assets.* As more individuals must convert those retirement savings into retirement income, plan sponsors and advisors can take part in solving this universal challenge. To support your efforts, MFS® recently conducted a global retirement income survey in which, for the first time, we spoke to participants and retirees in four regions – the United States, Canada, the United Kingdom and Australia. The survey results provide insights on threats to financial wellness, investment solutions needed and your role as a trusted resource in helping participants and retirees meet their retirement income goals.


2017 MFS Global Retirement Income Survey Methodology.

Total Base: Global Members: 2,800; Global Retirees: 1,200. • Mode: 15-minute online survey. • Sponsorship: MFS was not identified as research sponsor. • Field period: May 30–June 13, 2017.
Weighting: Data were weighted in each country to reflect the age/gender balance of retiree and participant populations. US Base: 700 Members, 300 Retirees, US Census 2010 balanced gender within each age group; Participant, 2014 ERBI Databook balanced age/gender by participants in workplace plans.
UK Base: 700 Members, 300 Retirees, Office of National Statistics 2014 balanced gender within each age group: Participant is unweighted - no datasets available.
Canada Base: 700 Members, 300 Retirees, Statistics Canada 2016 balanced gender within each age group: Participant, Benefits Canada CAP Members survey 2013, balanced age/gender of participants.
Australia Base: 700 Members, 300 Retirees, Australian Bureau of Statistics 2016 balanced gender within each age group: Accumulator, Australian Bureau of Statistics 2009 balanced age/gender of participants in accumulation phase.
The views expressed are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor.
Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries.


close video

This website uses cookies to operate the site, for site analytics, and for advertising. Please see our Cookies Policy for details and instructions on how you may disable or opt out of cookies. By continuing to use this website you agree to the use of cookies on this site unless you have disabled them.