How might the major asset classes unfold in 2023? Highlights of IFA Magazine’s insightful webinar with Brooks Macdonald
As we all know, 2022 was a particularly turbulent year for all investors – but it was especially so for those operating multi-asset strategies. Inflation plus challenging economic conditions led not only to a sell-off in both equities and bonds but also to a dent in...
Saltus latest research shows confidence plummets in the UK economy among wealthy Brits
High-Net-Worth Individuals (HNWIs) are more concerned about the future of the UK economy than their own finances, online security or physical safety, according to the third Saltus Wealth Index report. Saltus and Censuswide surveyed more than 1,000 people in the UK...
Practical Implications of the New Regime
Written by Niall O’Sullivan, CIO of multi-asset strategies EMEA at Neuberger Berman You’ve pinned down your economic and market outlook, but what does it imply for your investment strategy—and how much of that is realistic? One can think about the portfolio...
Half of IFAs (50%) think their clients will be worse off this year
With the Bank of England poised to raise interest rates for the tenth time in a row and to their highest level since the 2008 financial crisis later this week, Opinium’s latest poll reveals that half of financial advisers (50%) think their clients will be worse off...
More Latest News
Bumpy path to net zero for investors: The energy transition’s implications for investment sectors
We’re at an inflection point today. The relative macroeconomic stability of the Great Moderation – which spanned the past four decades...
Why consider investing in a Venture Capital Trust (VCT) this year
Written by Stuart Mant, Head of Business Development, Albion Capital The last few years have undoubtedly been some of the most...
Most UK adults don’t seek regulated financial advice, believing it to be “too expensive” and “for the wealthy”
New research from the Financial Services Compensation Scheme (FSCS) reveals that almost two-thirds (64%) of UK adults with savings,...
Consumer Duty a ‘watershed moment’ that firms must take seriously, FCA warns at PIMFA conference
The Consumer Duty is a “watershed moment” for firms offering investment services and financial advice, that must be taken extremely...
1/3 people worried about funding care in retirement: is selling the family home the only option?
Written by Lisa Morgan, partner in the specialist Nursing Care team at Hugh James Solicitors New figures released in M&G Wealth’s...
2023 begins with further slowing in annual house price growth
HeadlinesJan-23Dec-22Monthly Index*523.4526.5Monthly Change*-0.6%-0.3%Annual Change1.1%2.8%Average Price(not seasonally...
Nationwide HPI: “January was a tale of two halves” – reaction from estate agents and brokers
Following the Nationwide January house price index published this morning, Newspage have shared the thoughts of estate agents,...
Supporting clients’ health and wellbeing – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers support clients during...
7IM research reveals worrying gender divide when it comes to retirement regrets
Research from 7IM reveals that women face a dangerous cocktail of concerns, being more likely to regret their retirement decisions and...
Legal & General responds to the Minister for Pensions shake up of private pensions
The Minister for Pensions has announced several private pension reforms aimed to improve fairness, adequacy and predictability for...
Latest Videos
Preparing Portfolios for 2023: Consider the Strong Case for Bonds
At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from PIMCO Group CIO Dan...
Are we there yet? Episode 6 – Why sustainability isn’t taking a backseat
M&G Investments’ Fabiana Fedeli has hope for the future – and reasons to justify it Saying that global markets are going through a rough patch is a bit of an understatement. Bonds have recorded their worst losses in decades. We’ve seen...
Are We There Yet? Episode 5 – Emerging market debt is going green
The fifth episode of M&G’s ‘Are we there yet?’ explains why ESG is more than just an equity play. When it comes to sustainable investing, EM debt has been living in the shadow of the all-engulfing allure of equities – until now....
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IFA Magazine is the home of news, views, opinions and genuine insight for professional financial advisers, planners and paraplanners.
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Latest Publications
Explore our latest reports, magazines and special supplements.
IFA Magazine
IFA 115 | Spring it on | February 2023
Apparently, being one of the first flowers of spring, the snowdrop can symbolise new beginnings, hope and the ability to overcome challenges. As 2023 gets underway, it therefore seemed rather appropriate to me that we’ve used these fabulous little flowers as the...
GBI Magazine
GBI 34 | Sunrise for EIS and SEIS? | November 2022
Well, have you caught your breath yet - after a solid diet of government announcements this past month? We are certainly living in unprecedented times. Whilst this month’s GBI Magazine is leading with the end of the ‘Sunset Clause’ and the raise in the limits for SEIS...
Latest Reports
Enterprise Investment Schemes (EIS) | Annual Report 2023
Welcome to the ‘Enterprise Investment Scheme Report 2023’, the second in our series of focused reports on the tax efficient sector. The series will cover SEIS, EIS, VCTs and BR/IHT in four parts over the next few weeks and will be combined into our annual Tax...
Trending articles
Will the Chancellor raise the lifetime allowance? Analysis from Evelyn Partners’ Smith and why it’s not the only pension tax relief snag
Reports have emerged that the Chancellor could increase in the Budget the amount people can save into their pensions tax-free in order to en...
Enterprise Investment Schemes (EIS) | Annual Report 2023
Welcome to the ‘Enterprise Investment Scheme Report 2023’, the second in our series of focused reports on the tax efficient sector. The seri...
142% increase in people missing January’s self assessment deadline
Research by tax experts, RIFT Tax Refunds, has shown that the number of people missing January’s self assessment tax deadline has increased...
Phoenix Group comments on the government’s response to the Women and Equalities Committee report on menopause in the workplace
Written by Andy Briggs, Group CEO of Phoenix Group and Government Business Champion for Older Workers Unlike pregnancy or maternity, the men...
IFA 115 | Spring it on | February 2023
Apparently, being one of the first flowers of spring, the snowdrop can symbolise new beginnings, hope and the ability to overcome challenges...
Quilter appoints Priti Verma as chief risk officer
Quilter is has announced that Priti Verma will join the business as chief risk officer in Q2 2023. Priti Verma will be responsible for the...
Robeco releases Consumer Trends Report for 2023
Global Consumer Trends Consumer trends in 2023: Consumer health and sustainable consumption. Two trends they see gathering momentum in 2023...
Over £3.9 BILLION has been lost to fraud and cybercrimes in the last 13 months across the UK
With over 1.3 million people discussing “fraud schemes” online, the experts at private and commercial bank Arbuthnot Latham have put togethe...
Aegon’s Cameron explains why sustainability disclosures and investment labels for pensions need to change
In its response to the FCA Consultation Paper Sustainability Disclosure Requirements and Investment Labels, Aegon has explained why a straig...
2028 minimum pension age increase – not popular but could be beneficial says Standard Life
While many people aspire to retire as early in life as possible, the additional savings you can make during the latter years of a career can...
