Monthly income tracker report says inflation is the number one concern for the cohort.

Goals, expected outcomes discussed in first plan drafted for the regulator since 2011.

Weather to play an increasing role in investment decisions.

Firm says it is close to becoming a top five player among independently owned MGAs.

Interest rates boost sales of group annuities.

Even the smallest firms can benefit from this advice.

Report suggests sponsors take holistic approach to risk management.