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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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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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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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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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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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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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5 insights into the UK job market, and when it might get better
Reports show that the number of payrolled employees fell by 142,000 between July 2024 and July 2025. With graduate oppor…
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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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World Mental Health Day | Empower employees to take responsibility for their own mental health, says Towergate
As we focus on the importance of mental health as part of today’s World Mental Health Day, one of the factors involved c…
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Are managed portfolio services the answer for IFAs?
Compliance consultant Tony Catt shares his latest thinking on Managed Portfolio Services and why he believes they represent a win-win for both…
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A new Europe in the making: analysis from RBC Wealth on the economic impacts of the Russia-Ukraine war
Frédérique Carrier, Head of Investment Strategy in the British Isles and Asia at RBC Wealth Management Longer term, the Russia-Ukraine war will…
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Thursday newspaper round-up: Nuclear energy, NI rise, Crispin Odey
Boris Johnson is to put nuclear energy at the heart of the UK’s new energy strategy, but ministers have refused to set…
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Moneybox secures £35m in Series D funding as AUA nears £3bn
Moneybox, the award-winning digital wealth manager, has secured £35m in a Series D funding round, led by Fidelity International Strategic Ventures, a…
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Maintaining living standards remains top retirement aspiration but clients show growing desire to pass on wealth
Two thirds (66%) of advisers said maintaining living standards is the top retirement aspiration The most common client concern is exhausting retirement…
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Business efficiencies and tailoring client outcomes fuel demand for Centralised Retirement Propositions
The popularity of Centralised Retirement Propositions (CRP) continues with a 15% increase among financial advice firms since 2020. New research from M&G…
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Increased demand for ESG options in onshore bonds
But advisers worry about a lack of investment choice in onshore bonds Advisers are seeing an increase in demand for ESG and…
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EQ Investors opens new South Coast office in Brighton
EQ Investors (EQ), the B Corp wealth manager, is investing in the South Coast with the opening of a new office in…
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Saltus acquires NSL Wealth and strengthens growth ambitions
Saltus Group has acquired 23-year-old wealth management firm NSL Wealth as part of its long-term growth strategy. Saltus has known the team…
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UK households’ financial wellbeing at lowest point in two years
The financial wellbeing of UK households is at its lowest level for two years amid the cost of living crisis, according to…