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Trending Articles
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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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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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Rising requirement for comfortable retirement opens door for advisers
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Everyone wants to enjoy some level of comfort in retirement, to be able…
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FCA sets out its business plan for the year ahead: reaction
In its Business Plan for 2024-25, the Financial Conduct Authority (FCA) has today set out an ambitious programme of work for the…
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Aegon High Yield Global Bond Fund moves to monthly distributions
Aegon Asset Management (Aegon AM) is to change the frequency of the dividend in its income share classes for its Aegon High…
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Consumer Duty: Closed Products Shouldn’t Have to Compete
By Mike Penny, consultant at Simplify Consulting When the Financial Conduct Authority (FCA) announced closed products would be given an extra year…
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UTB Mortgages Announces New Roles for Key Sales Staff
United Trust Bank (UTB) Mortgages for Intermediaries has announced new roles for three key members of the Sales team, to ensure tailored support…
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18% more property sales agreed in February as buyers look to beat mortgage rate hikes and rising property prices
Property buyers are being spurred into action by the prospect of mortgage rates rising further in the near future, according to London…
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Regulated firms exposed to serious red flags without new business verification checks
Regulated firms that take on new business clients are leaving themselves exposed to serious red flags by not completing critical verification checks…
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Trillions in investor cash pile could find home in back books ahead of Consumer Duty July 2024 deadline, says Phoebus CEO
An unprecedented $2.6tn (£2.4tn) in a cash pile of investors’ money could be used to buy mortgage lenders’ back books in advance…
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Our platform, your springboard – the Aviva Platform
The Aviva Platform offers a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs…
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The Exeter announces new CIO and Head of Insurance Solutions
UK protection and health insurer The Exeter has announced the appointments of Ali Law as Chief Information Officer and Toby Bainbridge in the newly created…