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Trending Articles
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35%…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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Nearly two-thirds of business leaders seeking funding to grow in 2022, says new ‘Get Fit for Business’ report
Capitalise commissioned the ‘Get Fit For Business’ report which examines how UK companies are seeking financial advice this year. Following two years…
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Supporting Pension Savings: Nudges and Enhanced Guidance
By Kevin Hollister, Actuary and Founder of Guiide The latest Work and Pensions committee report and the new Regulations requiring a stronger…
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Minister’s response on automatic enrolment “hugely disappointing” – LCP’s Steve Webb
Comments made in Parliament this morning by Pensions Minister Guy Opperman in a debate on pensions automatic enrolment have been described as…
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Cazenove Capital outlines key themes emanating from clients and the firm’s positioning to address them
Mary-Anne Daly, Chief Executive of Cazenove Capital, last week provided an update on the key matters that are on clients’ minds and…
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Fidelity’s Salman Ahmed: Catch-2022 policy dilemma hits markets
Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, Fidelity International, comments on the causes of recent market movements and his…
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ARIE Finance obtains Small Payment Institution License
ARIE Finance has been granted authorisation to operate as a Small Payment Institution by the Financial Conduct Authority in the UK. ARIE…
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FTSE 250 movers: Travel shares gain; Playtech loses ground
London’s FTSE 250 was up 1.6% at 21,980.48 in afternoon trade on Wednesday. Tui and easyJet both rallied after the government confirmed…
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Just Group & SOLLA launch latest update to adviser training module on vulnerability
-Training module launched in 2019 has now been used by over 10,000 advisers and paraplanners -Latest update incorporates the FCA’s latest thinking…
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WisdomTree: Professional investors losing out on inflation hedging benefits of commodities
Half of European investors are preparing for continued high inflation amid risk of ineffective monetary policy. A survey commissioned by WisdomTree[1], the…
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Invesco’s Kristina Hooper – The Monster Under The Bed
Market participants are letting their imaginations run wild about Fed tightening this year. But often, reality is better than what we imagine,…