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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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OSB Group strengthens broker support and service through key appointment changes
OSB Group, the specialist savings and lending bank has hit the ground running in 2024 by unveiling a new senior sales structure,…
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‘FIBA announces partnership with HSBC’
The Financial Intermediary & Broker Association (FIBA) has announced a partnership with HSBC, which has joined the trade association as a lender…
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Fund flows turn positive, as investor sentiment improves
UK savers put £1.1 billion into funds in November 2023, according to data published by the Investment Association (IA), as Equity, Fixed…
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Best and worst funds 2023: Tech back with a bang as China funds sink
Nick Wood, head of fund research at Quilter Cheviot: “Following a painful 2022, fund and investment trust investors will be pleased to…
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Foundation Home Loans reduces rates on both Buy-to-Let and Owner-Occupied Specials
Foundation Home Loans, the intermediary-only specialist lender, has today (11th January 2024) reduced rates on both its Buy-to-Let and Owner-Occupied Specials. The Buy-to-Let…
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Phoebus joins Open Property Data Association (OPDA)
Phoebus, the financial services technology firm, has joined UK trade body the Open Property Data Association (OPDA) as an associate member. A leading provider…
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Propertymark welcomes increase to Local Housing Allowance, but urges for more help
Propertymark has welcomed the UK Government’s legislation to increase the Local Housing Allowance but has urged them to go further with helping…
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Hymans Robertson LLP joins the Equity Release Council
One of the UK’s largest independent financial services consultancies, Hymans Robertson LLP, has joined the Equity Release Council as a new member.…
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FCA’s retirement income advice review will demand deeper insights. IFA’s must consider more than averages warns HRIS
IFAs need to use outcomes-based analysis as a standard part of their retirement income planning process instead of relying on averages. Without…
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MPowered further reduces rates on its 3-year fixed range
MPowered Mortgages has announced select rate reductions across its 3-year fixed-rate mortgage range by up to 0.22%, the second time it has…
