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Trending Articles
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Millions of people in the UK reach retirement age with a private annual pension of just £3,650, according to now:pensions
Almost 9 million people in the UK remain significantly underpensioned compared to the broader population. The latest dat…
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Acquisitions powered by people – the AFH way | IFAM 138 | May 2025
A people powered perspective Welcome to the May edition of IFA Magazine. After a turbulent April, we can only hope this…
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Canada Life reveals some of the most common estate planning misconceptions
New research from Canada Life reveals1 that many UK adults are misguided in their knowledge about estate planning, wills…
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New L&G data reveals value of technology to long-term absence management
L&G’s Group Protection business today launches the latest instalment of the third edition of its Chief Medical Offic…
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UK Economy Faces Substantial Risks Ahead
Sharp payroll job losses in March coupled with all-time low consumer confidence pose significant risks to the United Kin…
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Downing: Probate delays force clients to cash in investments, adviser research shows
Clients affected by delays in granting probate are being forced to cash in investments and savings to bridge the gap, ne…
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EISA: The key to mastering investment performance communication
All exits, including failures, should be shown in compiling an IRR. Quoted returns and projections should exclude tax re…
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ChatGPT AI Barbie trend: expert warns it could come at a cost – hidden dangers you need to know
Essentially, when you upload a photo to an AI art generator, you’re giving away your biometric data (your face). Some AI…
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Cash ISA shake-up rumours spark rush to accounts in March
Rumours of Cash ISA allowance cuts sparked a rush to ISAs in March, whilst savers poured in £4.2 billion to the accounts…
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UK employees need to be more appreciated – Reward Gateway | Edenred
In response to a recent report from Gallup which has tracked global employee wellbeing, Nebel Crowhurst, Chief Appreciat…
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The UK is still at least 20 years away from closing the gender pension gap – Scottish Widows Report
The gender pensions gap will take at least 20 years to close unless decisive action is taken, according to the latest Women and…
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Autumn Budget 2024 – The domino effect of Capital Gains Tax changes
The future of a solvent business may take an unintended turn as new opportunities arise, trading conditions change, and tax reforms come…
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Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth
There’s been a lot going on recently of really significant things affecting investment decisions and markets – whether it’s the budget, the…
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Discover the Deepbridge Estate Planning Service fund
With renewable energy and green alternatives becoming ever more present in the modern world, the financial services space is also facing pressure…
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What the Autumn Budget means for tax-efficient investments | GBI 47 | November/December 2024
As we approach the close of another year, we are pleased to bring you the final edition of GBI Magazine for 2024.…
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Your paraplanner voice matters! Be part of The Lang Cat’s 7th annual State of the Advice Nation…
Steve Nelson, Insight Director at The Lang Cat, shares his reflections on the evolution of the advice profession and the importance of…
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How bottom-up stockpicking can make a multi-asset portfolio truly diversified
Written by Orbis Investments Recent market shifts suggest we’re moving towards an environment that could be beneficial for long-term bottom-up stockpickers willing…
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CFA Institute highlights solutions for net-zero investing: Benchmarks, incentives, and time horizons critical for investors
As investors worldwide intensify their efforts to mitigate climate change, CFA Institute, the global association of investment professionals, has released a new…
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Principality Building Society joins Iress’s Lender Connect
Iress today announces Principality Building Society (Principality) is live with its Lender Connect software, which aims to help mortgages move faster by using…
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Schroders Personal Wealth appoints Martin Andrew to its board
Schroders Personal Wealth (SPW) – the joint venture between two of the most established entities in the UK financial services industry, Lloyds…
