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Trending Articles
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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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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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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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Yo-yos for the long haul: JB Beckett gets down to detail as he asks whether or not the changing rhetoric around ‘value for money’ means money for nothing for advisers and pensions?
Is it value for money or money for nothing? In a bid to tap into the investment potential of U.K. pensions, the…
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AI trust gap splits UK wealth managers and their clients – Avaloq
The majority of UK wealth managers view artificial intelligence (AI) as a critical to shaping their future operations, but clients still lack…
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Capital Group: Have investors missed the rally in stocks and bonds?
It’s been over a year since the Federal Reserve paused its rate hikes—a moment we believed would be a turning point for…
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FCA calls for firms to improve bereavement handling times and shares best practice
The Financial Conduct Authority (FCA) has found that while life insurers provide good service to bereaved customers, they need to settle claims…
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Over one-quarter of advisers report spending up to 100 hours on the phone with underwriters each year, according to iPipeline
iPipeline, a leading provider of comprehensive and integrated digital solutions for the life insurance, pensions, savings, and investment markets in the UK,…
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Nationwide issues fraud warning as nation gets ready to spend
Nationwide is warning shoppers as it reveals ‘card not present’ fraud – when someone’s card details are stolen online or scanned –…
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“All eyes are on the government as they have now declared that hitting its target of building 1.5m homes by 2030 is going to be “more difficult than expected” – Centrus comment
Following last week’s news of the Minister warning on Labour pledge to build 1.5mn new UK homes, Phil Jenkins, CEO of international corporate finance firm Centrus…
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Barnett Waddingham announces Baroness Helena Morrissey as Non-Executive Chair
Barnett Waddingham (BW) has announces the appointment of Baroness Helena Morrissey as Non-Executive Chair of its Management Board, effective from 1 January…
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No sign of demand for PCST services slowing down: efficiency and end-game expertise amongst the factors driving further growth of sole trustee appointments in 2025
A resounding majority (93%) of pensions consultancies expect to see a further surge of Professional Corporate Sole Trustee (PCST) appointments over the…
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Hypernode: How to avoid PayPal scams ahead of Black Friday
Online payment platform PayPal has become a prime target for scammers in recent years. With Black Friday (29th November) set to bring…
