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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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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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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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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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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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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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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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Alliance launches first joint qualification to help profession pass “Carney Test”
The Chartered Body Alliance today launched their first joint qualification, the Certificate in Climate Risk , to help financial services professionals pass…
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42% of UK women unaware of how much is in their pension pot, research reveals
Maike Currie continues: “Our research shows that many of the barriers women face when it comes to retirement planning, as well…
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How can I speak to more clients, when I can’t work any harder?
Moneypenny’s Louise Wilson discusses how IFAs can grow their client base while also protecting their mental health and wellbeing. There aren’t…
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FCA bans crypto firm Binance
AJ Bell’s Laith Khalaf comments on the FCA’s consumer warning that Binance Markets Limited is not permitted to undertake regulated activities in Britain. …
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Buy-to-let landlords starting to rate environmentally friendly properties among top considerations when investing
New research by Hodge indicates that portfolio buy-to-let landlords are responding to a changing market and are starting to consider the green…
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HMRC-branded phishing scams surge 87% in a single year
Total reports of suspected email, SMS, and phone attacks jump from 572,029 to 1,069,522 during the Covid-19 pandemic. Reports of HMRC-branded…
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Stronger nudge to Pension Wise risks sidelining financial advice on retirement options, Aegon claims
Responding to the FCA consultation A stronger nudge to pension guidance, Aegon has warned the proposals are too skewed towards promoting Pension…
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George Lagarias, chief economist at Mazars, on three things for investors to watch this week
Mazars’ chief economist George Lagarias (pictured) recommends that investors keep one eye on the central banks and money markets and the other…
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Retail footfall flat as weather keeps shoppers away – Springboard
Footfall across all retail destinations was largely flat last week, industry data showed on Monday, as changing weather conditions kept people away.…
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Summer party, but will there be a hangover? Comment from Aegon Asset Management’s Jordy Hermanns
Jordy Hermanns, multi-asset portfolio manager at Aegon Asset Management, provides his economic outlook for the second half of 2021. “The success…