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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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The Chartered Insurance Institute (CII) announces appointment of new Chief Executive
The Chartered Insurance Institute (CII) has announced that Matthew Hill will be the Group’s new Chief Executive. Mr Hill is currently chief…
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NatWest tool to help businesses save energy and carbon this winter
NatWest has today launched an Energy Help and Support tool to help UK businesses reduce their energy usage, cut their carbon emissions and potentially…
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JPMAM’s Michalitsianos: The (new) issue with European investment grade
Andreas Michalitsianos – Global Investment Grade Corporate Credit Portfolio Manager at J.P. Morgan Asset Management, explains why European investment grade credit looks…
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2024 will be a tech tipping point says OMS
One Mortgage System (OMS) hosted its inaugural Tech Talks, an event designed to inform and discuss technology and trends in the mortgage…
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Aegon AM refocuses high yield short dated bond fund to Climate Transition
Aegon Asset Management has evolved its USD 61 million Aegon Short Dated High Yield Global Bond Fund to focus on the transition to a net-zero…
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Schroders announces exclusive distribution arrangement with HSBC to launch new multi-asset income fund
Schroders today announced the global launch of a new multi-asset income fund exclusively available to HSBC Global Private Banking and Wealth clients…
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MP&I Podcast #4: Managing clients’ specialist finance needs in today’s complex mortgage market – with Tuscan Capital’s Jaxon Stevens
In this month’s Mortgage and Property Investment special edition of IFA Talk, Sue and Brandon have been looking at some of the…
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Product and process improvements paying dividends with brokers
Written by Dave Castling, head of intermediaries at Atom bank This time of year is often a period for reflection, to look…
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Blue Monday: Unhappy employees experience two weeks a year of presenteeism
Unhappy employees, on average, spend 9 days working a year even though they are unwell and unable to perform effectively. Research from…
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68% of Brits have not thought about how many years of retirement they need to fund
The UK’s leading cash deposit platform, Flagstone, has compiled a study into modern-day early retirement, finding out where in the UK want…
