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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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Investec Reveals Optimism Among Mortgage Brokers Despite Market Challenges
Investec Bank plc, a leading international financial services provider, today announces the findings from its recent event held with UK mortgage brokers.…
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2024 Nucleus UK Retirement Confidence Index
Nucleus have released their 2024 UK Retirement Confidence Index report, in which 4,300 people aged 18 and above took part in the…
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The Pensions Regulator publishes compliance and enforcement policy for CDC pensions
The Pensions Regulator (TPR) has published its new compliance and enforcement policy for collective defined contribution (CDC) pension schemes, which sets out its…
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Use of Centralised Retirement Propositions almost doubles following thematic review, finds Wealthtime and Copia
Research by Wealthtime and Copia Capital reveals an increasing number of financial advisers are changing their retirement propositions following the FCA’s focus…
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Adviser focus: Truly Independent’s Katie Brinsden tells us why advisers shouldn’t be driven to distraction by technology
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent, has her…
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Ian Aylward joins AJ Bell in boost for Investments team
Ian Aylward has joined AJ Bell as the new head of investment partnerships, bolstering its award-winning Investments team. Ian’s role will see…
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Worry over Autumn Budget impact triggered 71% increase in properties changing hands in October
The latest market analysis from estate agency Chestertons reveals a substantial spike in the number of properties that changed hands ahead of…
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IFA views on potential pension reform ahead of the Chancellor’s speech at Mansion House
With the Chancellor expected to unveil plans to reform the UK pension sector in her Mansion House speech tomorrow, new data from…
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A new generation of global citizens | Analysis from Sarasin & Partners
By Harveer Mata, senior investment manager at Sarasin & Partners Over the past 20 years, advances in technology and communications have created…
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Young adults struggle with financial confidence and understanding as older generations lead the way
New research from Pay.UK, owner and operator of the Current Account Switch Service, reveals a stark generational divide in financial confidence and…
