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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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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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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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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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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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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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Walker Crips chooses Intelliflo
Walker Crips Group plc has chosen Kingston-based Intelliflo’s Intelligent Office business management system to power its back, middle and front-end processes for…
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The role of the practice manager in financial planning – Tracey Underwood, PACE Solutions
Is your financial planning business running as efficiently and effectively as possible? Is your work/life balance a thing of envy or a…
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UnderwriteMe’s Protection Platform transforming the mortgage process
One in six sales of UK protection insurance by financial advisers, price comparison websites and mortgage brokers are now made through UnderwriteMe’s…
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Octopus sets out to disrupt the platform market
Octopus Group, the London headquartered financial services and energy firm, has agreed a deal to acquire Seccl Technology for £10 million as…
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ESG Supplement | IFA | Aug 2019
Sustainable Investing has been one of the hottest topics in this summer’s editions of IFA Magazine. The inescapable conclusion to be drawn…
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Antler strengthens global leadership team with two significant appointments
Edward Knight, former Goldman Sachs Partner, and Annette Wilson, leader in the European growth and venture capital industry, join the early-stage VC…
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Octopus sets out to disrupt the platform market
Octopus Group, the London headquartered financial services and energy firm, has agreed a deal to acquire Seccl Technology for £10 million as…
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NS&I’s new online service for advice firms
After two years in the making, NS&I’s new online portal has been greeted warmly by the adviser community. Andrew Pike, Head of…
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GP Bullhound advises INSITUM on its sale to Accenture Interactive
INSITUM is the leading service design and strategic research firm in Latin America focused on innovation through a human-centred approach. Founded…
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Are you making the most of technology in your financial planning business? Michelle Hoskin of Standards International
This article is part of our special focus on the use of technology in financial planning In this article, Michelle (pictured above)…
