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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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The Best European Countries for Women’s Careers
Newly released research has identified the top European country for female career progression. Scandinavian nations, particularly Iceland, were found to be leaders…
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What are some of the changes which could be made to encourage more women into financial services? The industry responds
As we celebrate International Women’s Day today, IFA Magazine is proud to be shining the spotlight on so many of the inspirational…
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Veuve Clicquot announces finalists for 2024 Bold Woman and Bold Future Awards
Veuve Clicquot has announced the finalists for the 2024 Bold Woman and Bold Future Awards. Now in its 52nd year, the awards…
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Has the environment for women working in financial services changed? We share real-life, personal stories and experiences from across the sector
Earlier today, as celebrate International Women’s Day (IWD) the House of Commons Treasury Select Committee released a powerful new report entitled “Sexism…
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Smoothing, simplified. We learn from LV’s Head of Wealth Proposition, Kirsty Wright, why smoothed funds could be the ideal investment solution to help you to provide clients with some peace of mind.
What is the LV= Smoothed Managed Fund range? The LV= Smoothed Managed Funds are a range of five multi-asset funds, which benefit…
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Why is fund management still a man’s world when 41% of investment trust directors are women?
Only 12% of investment trust managers are female, according to research from the Association of Investment Companies (AIC). This figure remains unchanged since…
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Dynamic Planner’s Spotlight Report: an analysis of women in financial services
As we celebrate International Women’s Day today with a campaign looking at the role of women in finance, it’s useful to explore…
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Housing cost worries soaring among young renters
Concerns around income, the property market and the cost of living are soaring among young renters (those aged 18 to 40), according…
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CISI sponsors GAIN to improve financial sector gender diversity & develop talent pipeline of entry-level female & non-binary entrants
Charity and financial services professional body CISI (Chartered Institute for Securities & Investment) is supporting the charity GAIN (Girls Are Investors) by…
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What does #Inspireinclusion mean to those working in the financial services industry?
The theme of this years International Women’s Day is #Inspireinclusion which aims to achieve “a gender equal world. A world free of…
