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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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Principality Building Society joins Iress’s Lender Connect
Iress today announces Principality Building Society (Principality) is live with its Lender Connect software, which aims to help mortgages move faster by using…
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Schroders Personal Wealth appoints Martin Andrew to its board
Schroders Personal Wealth (SPW) – the joint venture between two of the most established entities in the UK financial services industry, Lloyds…
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Invesco: Fixed Income ETF flows remain resilient despite bond market turbulence
Written by Paul Syms, Head of EMEA ETF Fixed Income and Commodity Product Management at Invesco Bond markets broadly performed poorly in…
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Two thirds of asset managers expect a significant rise in margin pressure in the next two years
The asset management industry is set to face increased commercial pressures in the next two years, with two in three (65%) of…
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United Trust Bank Asset Finance to launch in Scotland
United Trust Bank (UTB) Asset Finance has revealed that it intends to expand its activities in Scotland and increase its support to brokers…
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Phoenix Group calls for better promotion of green jobs to improve recruitment among over 50s workers
A new report has found workers aged 40-65-years-old viewed ‘green jobs’* as riskier than ‘traditional’ jobs in terms of pay, security and…
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Market Analysis: Trump 2.0 sees Russell 2000 outshine the S&P 500 and Nasdaq
By Daniela Sabin Hathorn, senior market analyst at Capital.com The effects of Donald Trump’s election as the 47th President of the United States…
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Professional portfolio investment and the requirement for landlords to be socially responsible
Written by Andy Jones, Group Director of Corporate & BTR at Leaders Romans Group (LRG) The rental sector is undergoing perhaps its…
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Active Mortgages chooses Acre to ease advisor burden
Active Mortgages, the UK’s go-to mortgage specialist for self-employed individuals, business owners, and investors, has selected Acre, the innovative intermediary platform, as its CRM…
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Retirees with an annuity enjoy greater life satisfaction and fewer affordability struggles
Retirees with a guaranteed income report higher levels of satisfaction and face fewer affordability challenges, according to a new study from Legal…
