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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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65 is the new 35 for business investing
The investment capacity of the Baby Boomer generation is undeniably the most powerful across the UK. According to the Office for National…
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The unintended consequences of RDR – Verona Kenny of 7IM reflects on the legislation
Changes to legislation in recent years have brought big changes to the way advice is delivered for clients in the UK. Verona…
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Intelliflo acquires i4C Technology
Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers. This acquisition builds on Intelliflo’s…
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Bank of England: juggling weak growth, higher inflation and Brexit
After last week’s “as you were” interest rate statement from the Bank of England, Oliver Blackbourn, multi-asset portfolio manager at Janus Henderson…
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One third of advisers leave sub-£100K asset market in five years
New research from Canada Life starkly reveals the financial impacts of regulatory change and increased insurance costs in recent years. 57%…
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A sense of security: Brian Tora reminds us that despite the benefits to the advice profession of the use of technology, matters of security are more important than ever
There is little doubt that the world of financial planning and advice has becoming increasingly driven by technological advance. However, despite all…
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Better Business – Brett Davidson highlights how to boost internal communications and create greater engagement within your team
Great businesses know that having an engaged team at their core is a key part of achieving their goals. They also know…
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ESG investing – a short video with Ben Constable-Maxwell of M&G Investments
In this brief video, Ben Constable-Maxwell, Head of Sustainable and Impact Investing with M&G Investments discusses ESG, who it is for, strategies,…
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Weekend press review
The Sunday Times devoted a lot of space to St James’s Place this weekend – they report on a secret dossier which…
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Trade trumps all – the view from Janus Henderson
Given the escalating trade tensions between the US and China following the recent overnight sell-off, Paul O’Connor, Head of the UK based…