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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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Sustainable transformation for 87,000 Standard Life Master Trust members
87,000 Master Trust members successfully switched to new Sustainable Multi Asset Universal Strategic Lifestyle Profile (SLP), Standard Life’s flagship workplace default solution.…
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NS&I’s May Premium Bond Millionaires are from Greater Manchester and Wandsworth
Thanks to the randomness of ERNIE, a Premium Bonds holder in Greater Manchester and another in Wandsworth will be waking up £1…
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Why words matter: Faith Liversedge shares practical tips for advisers on successful client communication
It’s not just jargon we need to be clear about argues Faith Liversedge. Sometimes, it’s the everyday words we use that we…
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Diversity and inclusion in uncertain times
In this episode of Financial Insight Thembeka Stemela Dagbo, Lead Fund Manager of M&G‘s Diversity and Inclusion Fund, talks about diversity and…
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Less than 1/3 of advisers think providers give clear information about expression of wishes
Just 28% of advisers think providers give clear and consistent information regarding EoWs 35% of advisers had been approached by prospective clients…
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Advice industry unprepared to meet Consumer Duty: only 6% of advisers think Consumer Duty will impact them
Financial advice firms are not sufficiently close to the upcoming Consumer Duty requirements, with just 13% saying they are familiar with the…
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Tuesday newspaper round-up: Executive pay, grain, Apple, global slowdown
Six in 10 people think company bosses should be prevented from earning more than 10 times the average paid to employees, according…
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EY joins Alliance to End Plastic Waste, enhancing measurement through deep cross-sector experience
EY will work with the Alliance to design measurement criteria to help unlock funding to end plastic waste EY brings global experience…
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More than half of drivers set to avoid electric vehicles for their next purchase despite the approaching petrol and diesel ban – Lloyds Bank
The majority of non-EV drivers (58%) say their next car will still be petrol or diesel fueled. Over half (52%) say they…
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Sunday newspaper round-up: ‘Right to buy’, HSBC, IAG
The Prime Minister is planning to give approximately 2.5 million Britons the right to buy the homes that they currently rent from…