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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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UK SDR labels: Early analysis from Morningstar of what the market of sustainability-labelled funds may look like
At the end of 2023, the UK’s FCA unveiled its Sustainability Disclosure Requirements (SDR) and investment labels regime for investment products, which…
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Coventry for intermediaries reduces all fixed rates
Coventry for intermediaries has cut all fixed rates, with reduced options available for new and existing customers. Residential rates have reduced by…
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HMRC issues new warning to crypto users over tax obligations
HMRC has today issued a new warning to crypto users that they may have to file a Self Assessment tax return before the 31…
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Succession Wealth acquires DFP Health & Wealth management
Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced acquisition of DFP Health & Wealth Management,…
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January busiest ever start to the new calendar year for mortgage searches
As the post-Christmas listing boom has filtered its way through to mortgage enquiries, the latest data from Twenty7tec, leading adviser tech, shows…
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Aptia formally launches, becoming the largest private pensions administrator in the UK
Aptia (the “Company”), a dedicated pension, health and benefits administration specialist, today announced its formal launch with 1,100 global clients to support more…
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Company managers have moved on from inflation says Fidelity’s analysts
Gita Bal, Global Head of Research, Fixed Income, Fidelity International, provides a preview of the firm’s upcoming annual Analyst Survey, outlining the shifting…
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The future of financial planning has arrived, for some
Andrew Storey, Group Innovation Director at EV We don’t have to remind advice and planning professionals about the fundamentals of good practice…
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8 out of 10 pensioner homeowners entitled to benefits failing to claim – missing out on £1,231 a year
• Just Group urges cash-strapped retirees to double-check their eligibility for State benefits • Retirement specialist’s annual insight report finds 79% eligible…
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Full speed ahead or slam on the brakes? Dealmakers diverge on AI adoption without government intervention
Written by Merlin Piscitelli, Datasite Chief Revenue Officer, EMEA Artificial Intelligence (AI) is transforming industries worldwide, promising improved efficiency and productivity across…
