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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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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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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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Broadening the VC market and the importance of ESG funds according to Jenson’s Sarah Barber
In the second part of this exclusive interview series with GBI Magazine (click here to read the first part), Jenson Funding Partners’…
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MPowered boosts sales team with new hire
MPowered Mortgages, the fastest prime residential mortgage lender in the UK using AI to speed up and simplify the mortgage journey, has…
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The impact of Artificial Intelligence (AI) on the Pensions and Insurance Industries
Looking forward to 2024, the trajectory of AI technology and how it will transform innovation, trust, security, and efficacy in financial services…
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New IFA-built app becomes first to offer anyone free, real-time access to their entire net worth on their mobile phone wherever they are in the world
Independent Financial Advisory, Hoxton Capital Management, which has $1.2bn assets under management is to offer anyone free, real-time access to their entire…
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Rachel Coles joins Broadstone as Workplace Engagement Consultant from Mercer
Broadstone, a leading independent pensions, employee benefits, investments and insurance consultancy, is delighted to announce the appointment of Rachel Coles as a Workplace Engagement Consultant. …
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Top mental health support data from Canada Life’s MyStrength
With one in four people experiencing a mental health problem of some kind each year, access to support is more important than…
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Almost half of Cirencester Friendly claims in 2023 were from millennials
Individual income protection provider Cirencester Friendly paid 95.8% of claims in 2023, maintaining their strong record of being there when Members need…
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Advisers highlight key areas for future Government pension policy
Survey findings from the latest NextWealth: Managing Lifetime Wealth report, sponsored by Aegon, reveals a strong desire for future Government reform among…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs
Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has partnered with Adviser Services Holdings…
