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Future of Retirement

FOR is a series of corporate reports produced for HSBC by the Oxford Institute of Population Ageing.

In 2005 HSBC published the results of its first global survey: The Future of Retirement in a World of Rising Life Expectancies. That survey covered 11,000 adults (aged 18 and over) in ten countries and territories across four continents.

The OIA was invited to collaborate on the second survey, and members of the OIA led by Dr. George W. Leeson analysed the data and authored the subsequent report, entitled: The Future of Retirement: What the world wants. HSBC interviewed more than 21,000 adults in 20 countries and territories across five continents, which comprise 62% of the world’s population. 6,000 private-sector employers across the same 20 countries and territories, were surveyed to address their attitudes to older workers and the issues presented by global ageing and changing models of retirement.

The 2006/2007 wave of the survey was redesigned by the OIA in order to allow comparative analysis with other international and national surveys on ageing and later life. The focus of the third survey entitled: The Future of Retirement: The New Old Age explores intergenerational transfers, social and familial networks, workplace and community contributions, and expectations and experiences in respect of withdrawal from the workplace.

The 2008 Future of Retirement report has now been released, entitled The Future of Retirement: investing in Later Life. This fourth report examines the data collected from 44,000 people in 25 countries and territories around the world, investigating how people prepare for what is now emerging as the ‘second half of their lives