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Title: Prsentation PowerPoint


1
AXA RETIREMENT SCOPE 2006  Retirement Dawn of a
new age  An international vision
May 4th, 2006
2
AXA Retirement Scope Objectives
  • Analyse and understand the personal attitudes and
    behaviours of the general public towards
    retirement
  • Understand where do people better live their
    retirement and why Identify the conditions for a
    happy retirement
  • Compare working people aspirations towards
    retirement to actual real life of retirees do
    people realise the issues how do they prepare
    themselves
  • ? Build a reference research on Retirement

3
Methods
14 surveyed countries in 2005
  • 8745 interviews of working people and retirees
  • (600 interviews by country / 800 in the
    United-States)
  • Interviewed via telephone
  • An annual scope

Japan
Europe
North America
Asia - Pacific
Australia
Belgium
Canada
Italy
The Netherlands
Hong Kong
United States
France
Portugal
The United Kingdom
Japan
Germany
Spain
New Zealand
4
Identifying an international typology (on 11
countries) Two key dimensions
Optimism
Inactive retirement
Active retirement
Pessimism
5
Two international families
Optimism
Inactive retirement
Active retirement
Pessimism
6
Two international familiesSeveral
self-explanatory sub-segments
Optimism
Dynamic
52
Inactive retirement
Active retirement
Passive
48
Pessimism
7
The combination of factors for a happy retirement
8
1 Get psychologically prepared
In
Voluntary, Time for oneself, Enjoy myself, Family
Family, Travels, Rest
Doing nothing
Time for oneself, Enjoy myself, Enjoy life
Rest
Physical decline, Poverty, Loneliness
Physical decline, poverty
Time for oneself, Enjoy myself, Work
Rest, Enjoy life
Physical decline, Poverty, Loneliness
Physical decline
Physical decline
Openhearted Hyperactive 5
Deprived 11
Idle 25
Apathetic 12
Hédonist 16
Family Centered 9
Health Obsessed 5
Workaholic 17
9
2 Be physically, socially and culturally
active. The most dynamic are the happiest !
In
Openhearted Hyperactive 5
Deprived 11
Idle 25
Apathetic 12
Hédonist 16
Family Centered 9
Health Obsessed 5
Workaholic 17
10
3 Feel healthy and maintaining a good shape
In
Sports, healthy food, stay active, avoid stress,
sleep early
No drinking, no smoking, healthy food, sleep
early, avoid stress
Sports, healthy food, stay active
Sports, work
Aftercare
Nothing
Sports
Openhearted Hyperactive 5
Deprived 11
Idle 25
Apathetic 12
Hedonist 16
Family Centered 9
Health Obsessed 5
Workaholic 17
Average number of activities
11
4 Think we will have a sufficient retirement
income
In
Openhearted Hyperactive 5
Deprived 11
Idle 25
Apathetic 12
Hédonist 16
Family Centered 9
Health Obsessed 5
Workaholic 17
12
... and be financially prepared
In
Openhearted Hyperactive 5
Deprived 11
Idle 25
Apathetic 12
Hédonist 16
Family Centered 9
Health Obsessed 5
Workaholic 17
Working people
13
... With an important personal involvement
In
Openhearted Hyperactive 5
Deprived 11
Idle 25
Apathetic 12
Hédonist 16
Family Centered 9
Health Obsessed 5
Workaholic 17
14
A very typed socio-economical and cultural
context happy Anglo-Saxons
Anglo-Saxon countries
15
A very typed socio-economical and cultural
context mixed continental Europeans
Anglo-Saxon countries
Continental Europe
16
A very typed socio-economical and cultural
context unhappy Asian retirees
Anglo-Saxon countries
Continental Europe
 Asia 
17
In conclusion, psychological and financial
preparation is the secret of a good retirement
  • Be active, open-minded and get psychologically
    prepared
  • Get financially prepared, make some savings and
    anticipate
  • Feel healthy and maintain a good shape

18
To get more information ...
http//www.retirement-scope.axa.com/
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