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PensionBee: 16% of UK adults confident in retirement savings goals

New research from PensionBee indicates that while over half of UK adults feel optimistic about retirement, only 16% are confident in their financial preparedness.

  • 56% of UK adults feel hopeful or excited about retirement, according to an August 2026 PensionBee survey.
  • Only 16% of UK adults have calculated their retirement needs and are confident they are on track.
  • 38% of UK adults do not know the cost of their desired retirement.

A recent survey by PensionBee, conducted in August 2026, reveals that more than half of UK adults, 56%, express feelings of hope or excitement regarding their retirement. However, this emotional optimism is not widely matched by financial certainty.

The research, which surveyed 1,000 UK adults, found that just 16% have both determined their required retirement funds and feel confident in achieving their goals. Furthermore, over a third, 38%, reported having no idea how much their desired retirement lifestyle would cost.

Lily Megson-Harvey, policy director at My Pension Expert, stated that 15 years is still enough time to make a significant difference in retirement planning. She advised against avoiding the issue due to concerns about falling behind.

Andrew King, a pensions specialist at Evelyn Partners, highlighted that salary sacrifice arrangements are beneficial for pension savings, offering savings on National Insurance and potential employer top-ups. He noted that salary sacrifice is expected to be capped at £2,000 per year from April 2029, suggesting that those with access to such schemes might consider increasing contributions in the coming years.

Lisa Caplan, director of Charles Stanley direct advice and guidance, commented on investment strategies for those 15 years from retirement. She cautioned against becoming too cautious too early, stating that 15 years is a sufficient period for a notable allocation to shares and other growth assets, as growth remains important to counteract inflation.

Why this matters: The findings highlight a significant gap between emotional optimism and financial preparedness for retirement among UK adults, particularly for those within 15 years of retirement.

What this means for you: If you are planning to retire within the next 15 years, it may be beneficial to assess your current pension savings and consider strategies to increase your pot, such as maximising employer contributions or reviewing investment choices.

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