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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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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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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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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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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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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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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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Weekend Press Review: what are they hiding?
The question of disclosure of fund holdings is on the radar for Jeff Prestridge this week. His article in the Financial Mail…
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Sustainable Investing Part 1 | IFA 78 |May 2019
There can be little doubt that the world is becoming more aware of the negative impact which are actions as human beings…
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M&G Sustainability Forum
As we head into Spring, M&G would like to invite advisers to M&G’s Sustainability Forums; a new series of educational events that…
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Openwork Chief Executive appointed to PIMFA board
Openwork, one of the UK’s largest financial advice networks, has today announced that its Chief Executive, Mark Duckworth, has been appointed to…
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Tilney expands Bristol and London teams with new hires
Financial planning and investment management group Tilney have announced three new appointments. The company has hired Jules McBride and Matthew Turner…
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Sanlam UK announces DFM partnership with VAM
Sanlam UK has announced the start of a strategic partnership with VAM Global Management which will see the VAM Cautious, VAM Balanced,…
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AI platform reveals Brexit impact on UK financial services
Artificial Intelligence platform Talent Ticker has revealed the impact Brexit is having on those working in the financial services industry. A…
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Rowley Turton sponsors Leicestershire County Cricket Club
Chartered Financial Planners, Martin Stanley (left centre) and Scott Gallacher with Leicestershire County cricketeers Arron Lilley (far left) and Colin Ackermann …
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Rowan Dartington appoints Anna Davies as head of intermediaries
Legal & General’s head of direct-to-consumer distribution joins Rowan Dartington Anna Davies has joined Rowan Dartington as head of its intermediaries…
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Janus Henderson appoints Alex Barr to UK Multi-Asset team
Janus Henderson Investors has appointed Alex Barr to join its UK Multi-Asset and Alternatives team in London. Barr will report to…