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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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Pandemic prompts half of advised UK adults to invest sustainably
According to the second chapter of Prudential UK’s Family Wealth Unlocked report 60% of Millennials, 44% of Gen X and 35% of…
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Britons not yet confident enough in April to splurge, lending data reveal
Net mortgage borrowing and consumer credit growth both undershot economists’ forecasts in April, although mortgage approvals for home purchases continued at a…
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One in Eight clients have faced financial damage from COVID
New research from The Openwork Partnership shows advisers estimate around one in eight clients have suffered financial damage during the COVID-19 pandemic.…
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Multi-asset funds “have mislabelled risky assets as safe ones” – @Assetintell
The UK’s multi-billion pound multi-asset sector has “mislabelled” risky assets within portfolios, exposing investors to greater risks than they actually realise,…
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Wednesday newspaper round-up: Fossil fuel, EU migration, coal-fired plants
The nations that make up the G7 have pumped billions of dollars more into fossil fuels than they have into clean energy…
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Morningstar teams up with UK VR start-up Mesmerise to host virtual ESG experience
Morningstar Investment Conference in Sydney, June 2-3, will offer the 600 in-person attendees the chance to experience Mesmerise’s ESG decision-making experience,…
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TfL receives conditional £1.08bn bailout from central govt
Transport for London (TfL) has agreed a strings-attached £1.08bn funding package from central government, its third bailout since the start of the…
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UK retail footfall grows 6.7% amid hot weather over bank holiday weekend
Footfall in UK retail destinations shot up 6.7% last week, according to data released on Tuesday by Springboard, with hot weather over…
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UK should broaden G7 targets on long-term unemployment, gender and race
Civil society groups have called on the UK government to have more ambitious targets on tackling long-term unemployment and closing the gap…
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Don’t cut corners on fiduciary manager retendering – Premier
Mark Hodgson, head of investment consulting at Premier, comments on the 9 June deadline for pension schemes to complete retendering exercises for…