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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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Atom bank cuts variable and fixed commercial rates
Atom bank, the UK’s first app-only bank, has reduced the rates on its commercial mortgage range by up to 0.76%. The rate…
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Price of parenthood: The cost of raising a child to 30
Parents are grappling with escalating financial pressures as they continue to support their children into their twenties and thirties, according to new…
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Fidelity International plans to adopt FCA Sustainability Focus label for three funds
Fidelity International (Fidelity) today confirms it intends to adopt the ‘Sustainability Focus’ Sustainability Disclosure Requirements (SDR) label for three funds within its…
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Wealth managers are positive about 2025 despite crises and capital market risks
From a global perspective, there is an expectation that the economy will perform well in 2025. Contrary to the opinion of some…
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Mansfield Building Society launches long-term fixed rate product for Credit Repair borrowers
Mansfield Building Society has announced the launch of a new long-term fixed rate product to its Credit Repair range, designed specifically for…
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ASG Finance announces rate reductions and launches new short-term bridging loan product, with rates from 0.6%
ASG Finance has announced significant rate reductions across its product range, introducing a new short-term bridging loan with rates from 0.6%. This…
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Suffolk Building Society expands BDM coverage
Suffolk Building Society is extending telephone business development management (BDM) support to four additional regions of the UK. Brokers in the North and North…
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New data reveals the best UK cities for first-time buyers to purchase their first home
Buying a first home and getting onto the property ladder is a milestone in many individuals’ lives. Whether you’re embarking on the…
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Taboos around vulnerability deter over half of advised clients from seeking additional support
St. James’s Place outlines five key areas of focus to ensure people receive the additional support they require Financial advice has a…
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Process Over Top-Down Enforcement: how to empower employees to prevent data leaks
Anita Mavridis, VP of Product at Zivver, and Sue Musumeci, Director of Quality & Clinical Informatics at Chronic Care Staffing, explore practical strategies for…