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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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Mansfield Building Society introduces new Versatility Products with rate reductions of up to 0.24%
Mansfield Building Society has announced updates to its popular Versatility range, launching two new two-year discounted variable rate products with reductions of…
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Fed cuts US interest rates by 0.25% – but the expectations of further cuts for 2025 under review following Trump re-election
So, as expected, we now know the Federal Reserve’s latest interest rate decision which, as expected, was to cut rates to the…
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FCA confirms commercial Pensions Dashboards rules but firms in the dark on timescale for delivery
The FCA has today published the rules firms must follow when designing and operating a commercial Pensions Dashboard. Last month Emma Reynolds,…
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Bank of England cuts interest rates and delivers Budget verdict – insight from AJ Bell’s Khalaf
Sharing his analysis and reaction to what today’s interest rate cut means for markets, mortgages and savings, Laith Khalaf, head of investment…
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Bank of England cuts interest rates to 4.75% | the industry reacts
Today’s announcement from the Bank of England that the MPC has decided to cut UK interest rates from 5% to 4.75% had…
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Will today’s interest rate cut give a positive boost to mortgage and property markets? Reaction and analysis from experts
Today’s announcement from the Bank of England that the MPC has decided to cut UK interest rates from 5% to 4.75% had…
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What are the policy implications of a second Trump presidency?
When Donald Trump returns to the Oval Office, his party will control at least one house of Congress to support his legislative…
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Halifax reveals house prices rising for third straight month | M&PI 12 | November 2024
The Budget is here Welcome to November’s edition of Mortgage and Property Investment Magazine where we cover all the latest ongoings from…
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Consumer Duty compliance – customer outcomes not being represented at board level
A new study has found greater scope for customer outcomes to be represented at board level in financial services firms to support…
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ProVen VCTs announce £40m fundraise
Beringea, manager of ProVen VCT and ProVen Growth and Income VCT (the ProVen VCTs), has today announced the launch of the latest…
