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IFA views on potential pension reform ahead of the Chancellor’s speech at Mansion House
With the Chancellor expected to unveil plans to reform the UK pension sector in her Mansion House speech…
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A new generation of global citizens | Analysis from Sarasin & Partners
By Harveer Mata, senior investment manager at Sarasin & Partners Over the past 20 years, advances in technology…
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Young adults struggle with financial confidence and understanding as older generations lead the way
New research from Pay.UK, owner and operator of the Current Account Switch Service, reveals a stark generational divide…
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Pensions Dashboards could accelerate losses from pension transfers beyond £2 billion, warns People’s Partnership
The introduction of Pensions Dashboards could see losses due to ‘poorly informed’ transfers into higher charging pensions soar…
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Isio completes £20 million buy-in with Utmost Life and Pensions, providing brokering and covenant advice for defined benefit scheme
Isio has successfully facilitated a £20 million buy-in transaction for a defined benefit scheme. In collaboration with the…
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The UK is still at least 20 years away from closing the gender pension gap – Scottish Widows Report
The gender pensions gap will take at least 20 years to close unless decisive action is taken, according…
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Autumn Budget 2024 – The domino effect of Capital Gains Tax changes
The future of a solvent business may take an unintended turn as new opportunities arise, trading conditions change,…
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Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth
There’s been a lot going on recently of really significant things affecting investment decisions and markets – whether…
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Discover the Deepbridge Estate Planning Service fund
With renewable energy and green alternatives becoming ever more present in the modern world, the financial services space…
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What the Autumn Budget means for tax-efficient investments | GBI 47 | November/December 2024
As we approach the close of another year, we are pleased to bring you the final edition of…
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