LIFE BEYOND WORK
We invited family members to openly speak about life beyond work and what retirement means to them.
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REPORTS
Task Force on Climate-Related Financial Disclosures Entity and Product Reports - 2024
REPORTS
Assessment of Value Report October 2025
Welcome to our latest Assessment of Value Report.
Exploring generational perspectives on retirement
Welcome to this five-part docu-series, where we delve into the diverse ways in which different generations are thinking and planning for retirement. This insightful series offers a comprehensive look into the unique challenges and aspirations that shape each generation's approach to life beyond work.
Guiding us through this journey is Dr. Eliza Filby, a renowned generations expert and social historian. With her extensive knowledge and engaging interviewing style, Dr. Filby brings a wealth of insight into the conversation, helping us understand the broader context of each generation's retirement planning.
Steve: Gen X
Generation X, born between 1965 and 1980, is characterised by their independence and resilience. Having witnessed the shift from a manufacturing-based economy to a digital one, Gen Xers are adept at adapting to change. Steve shares his insights on balancing work and family life, the importance of financial planning, unexpected financial hiccups, and his vision for a fulfilling retirement.
Tito: Gen Z
Generation Z, born between 1997 and 2012, is the most digitally connected and socially conscious generation. Tito covers the financial and social pressures faced by his peers, his attitude to money and the role it plays in his life. He also discusses how in today's digital age, social media platforms have become powerful tools for influencing his generations investment decisions.
The roundtable
In this final episode, all interviewees come together for a roundtable discussion, joined by Richard Parkin, Head of Retirement at BNY Investments and moderated by Dr. Eliza Filby. This engaging conversation explores the similarities and differences in savings and retirement planning across generations, offering a comprehensive view of the future of retirement.
Educational resources
Infographic |
Retirement
Market volatility is sharp (often unpredicted) fluctuations in prices. In normal market conditions the price of individual companies (shares or equities) rises and falls for various reasons. We describe the market as volatile when these sudden movements affect multiple companies.
Infographic |
Retirement
There are a few different fees that could apply to a fund throughout your investment. The majority of these are captured within the fund’s ongoing charges - the amount you’ll pay over a year for as long as you hold your investment. Ongoing charges are deducted from the fund and, as such, are reflected in the fund’s performance.
Infographic |
Retirement
Have you considered how you would like to spend your retirement, and how much it might cost? It’s a tricky question to answer, but Pensions UK in conjunction with Loughborough University has created the Retirement Living Standards1 framework to help you answer exactly that! When considering how much you will need, Pensions UK has categorised the cost of retirement into three possible standards of living – minimum, moderate and comfortable.
Investor resources
Investor Zone
Welcome to the BNY Investments free online service,
InvestorZone – The smarter way to manage your investments.
Glossary
Use our glossary of terms to help guide you through your investment journey.
The value of investments can fall. Investors may not get back the amount invested.
News and insights
Infographic |
Retirement
Market volatility is sharp (often unpredicted) fluctuations in prices. In normal market conditions the price of individual companies (shares or equities) rises and falls for various reasons. We describe the market as volatile when these sudden movements affect multiple companies.
Infographic |
Retirement
There are a few different fees that could apply to a fund throughout your investment. The majority of these are captured within the fund’s ongoing charges - the amount you’ll pay over a year for as long as you hold your investment. Ongoing charges are deducted from the fund and, as such, are reflected in the fund’s performance.
Article |
Fixed Income
Fixed Income can be the key to building resilient, goal-aligned portfolios amid uncertainty. We believe that a deliberate allocation is key to a balanced, well-diversified portfolio. From capital preservation, to income, and guarded growth, choosing the appropriate approach is essential to reaching desired outcomes.
Article
In BNY’s 2026 outlook, investment and market leaders from across the company tackle the key questions that often surface in conversations with clients. Here are a few of them.