Jenny Hunter
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Advisers treat platform and MPS as one system, not two decisions, research finds – Morningstar Wealth and the lang cat
Morningstar Wealth, in collaboration with the lang cat, has published new research exploring how effectively platforms and MPS work together, and why…
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The secret to financial peace of mind? New research from Unbiased reveals 85% of people feel more confident after getting advice
New research from Unbiased highlights the tangible and intangible value of financial advice, with three in four consumers satisfied with the benefits…
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Market Report: Stocks stage a rapid comeback, but oil remains elevated
Hargreaves Lansdown highlights a market rebound alongside stubbornly high oil prices and a surprise uptick in UK growth, while AI-driven earnings continue…
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Just Group | 20-year range in healthy life expectancy at birth between the wealthiest and poorest areas
Modest improvement in life expectancy overshadowed by falls in healthy life expectancy, says Just Group. Official figures showing life expectancy in England…
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Rathbones analysis shows a third of UK investors prioritise sustainability over returns
A third of UK adults would prioritise ethical or sustainable investments even if it meant lower returns, according to a new analysis…
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Families risk inheritance tax headache by not keeping a record of gifts | Canada Life
More than half (54%) of over 55s who have given a financial gift in the last seven years have not kept any…
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Pensions or property for retirement? Younger generations bet on both, says Standard Life
In a world that feels increasingly complicated, uncertain and unpredictable, people are thinking differently about how they’ll fund life after work. Rather…
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LV research finds that three in five over‑60s state the importance of certainty for their retirement income
New research* from investment, protection and retirement specialist LV= reveals more than half of UK adults aged 61-79 (56%) say certainty is…
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One year until cash ISA allowance cut – savers could miss out on tens of thousands by sticking with cash
With the cash ISA allowance set to fall to £12,000 from April 2027, new analysis from St. James’s Place highlights how shifting…
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Part 3: Pension planning in a post-lifetime allowance world | Wealthtime
Kylie Clark, Customer Experience Director, Wealthtime, brings you the third and final instalment in a 3-part mini series on the new tax…

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