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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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Over-45s more likely to maintain a ‘stiff upper lip’ than admit to financial vulnerability, new research shows
Seven in 10 have found themselves in potentially financially vulnerable circumstances but only a minority told key organisations such as their employer,…
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Accelerate Procurement among pioneering brands to join GenM as Founding Partners
Enterprise operator, Accelerate Procurement, has recently joined forces with new menopause awareness organisation, GenM, to recognise and respond to the needs of…
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New FOI reply shows over 3 million pensioners hold all their ISA savings in cash – and will see value of savings ‘savaged’ by inflation
New information obtained under the FOI Act on holdings of ISAs by pensioners shows that over three million hold all their ISA…
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M&G’s ‘State of the Nation’ – major themes for markets in the year ahead
Dominated by pandemic-induced volatility and unprecedented monetary stimulus, investors have had to adapt to rapidly evolving global markets over the past two…
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Mazars Quarterly Economic Outlook Q1 2022: Sustainomics and a world without QE
Mazars has recently published its Quarterly Economic Outlook for Q1 2022, looking at Sustainomics, a new era of ‘sustainability’ and the top…
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Aegon: Public sector pension announcement means less hope of Government upgrading April’s 3.1% increase to state pensioners
The Treasury has announced an increase to public sector pensions. In response, Steven Cameron, Pensions Director at Aegon said: “Today, the Government…
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Pembroke VCT portfolio company United Fitness Brands acquires triyoga
Deal adds a fourth brand to fitness and wellbeing ‘supergroup’ Pembroke VCT, the venture capital trust focused on backing early-stage businesses with…
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MPs slam ‘shameful shambles’ of DWP state pension underpayments
The Government has come under yet more fire over errors which led to pensioners being underpaid state pensions – this time from…
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Wealth management in an era of meme stocks: How to harness technology to stay ahead of the trend
One year on from the GameStop saga, John Wilson, UK Managing Director at Avaloq, comments on how wealth managers can help more…
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Why employers need to do more to support menopause in the workplace
By Heather Jackson and Sam Simister, co-founders of GenM For many, the menopause is seen as the last taboo in modern society.…