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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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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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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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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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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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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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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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ASHL implements Comentis’ Vulnerability Assessment tool to better assess financial vulnerability
Following a successful trial, Comentis, the duty of care assessment company will support The ASHL Group in their commitment to meeting Consumer…
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Quilter appoints new strategic partner Juniper Financial Planning to its network
Quilter Financial Planning is pleased to announce that is welcoming Juniper Financial Planning as a new strategic partner to its network. Juniper…
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Invesco’s Hooper outlines 7 reasons why we should be optimistic about the global economy
Kristina Hooper (pictured), Chief Global Market Strategist, Invesco, points to US disinflation data, improvements in the Eurozone and optimism for China and…
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Britain’s healthiest places to work revealed in Vitality’s latest workplace study
Arqiva, Novo Nordisk and Strativ Group Ltd have been named by Vitality’s Britain’s Healthiest Workplace (BHW) 2023 survey as the healthiest places…
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To 2024 and beyond… | IFA 125 | February 2024
Welcome to this, our first edition of IFA Magazine in 2024. Please don’t worry, we’ve not gone all “Toy Story’ on you…
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The Timebank: Dear Regulator… Scams and your powers
With their take on the occasional ‘Dear CEO’ letter that comes out of the FCA, starting this month, the good people at…
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Consumer Duty six months on: Dynamic Planner’s Chris Jones reflects on why he believes it’s in all our interests to make it work
July 31st 2023 is a date etched in the mind of anyone working in financial services in the UK. Now, six months…
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InterBay and Landbay BDMs achieve the highest ranking amongst brokers
Smart Money People, the UK’s dedicated financial services review site, has found that InterBay and Landbay BDMs have been rated the highest satisfaction…
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The BoE decision & what it might mean for UK equities in 2024 – Ninety One
In this analysis, Ben Needham, portfolio manager in Ninety One‘s Quality team, is looking ahead to the first BoE interest rate decision…
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The Eurozone in 2024: PIMCO’s Mai summarises the key challenges and opportunities and what they mean for European Bond markets
Written by Nicola Mai, Economist, Sovereign Credit Analyst at PIMCO Despite a resilient early start in 2023, the eurozone economy was weak…