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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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Consumer confidence returns to pre-pandemic levels – GfK
UK consumer confidence edged above pre-pandemic levels in July for the first time, research showed on Friday. According to the latest GfK…
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67% of financial services firms invest more than half a million pounds into becoming sustainable each year
More than two-thirds (67%) of financial services firms invest more than half a million pounds into sustainability initiatives each year, according to…
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Finance industry to invest heavily in new technology over coming 12 months
A new survey of 250 banking and financial services companies has revealed the focus of their technology investment over the coming 12…
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Aegon warns of unintended consequences as HMT responds to consultation on increasing normal minimum pension age
Following last week’s revealing report that 7 in 10 adults were unaware of plans to increase the minimum pension access age from…
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UK factory output growth equals record but shortages loom – CBI
UK factory output rose at a joint-record pace in the past three months but worries about shortages of materials and labour were…
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Phoenix Group’s Open Letter: Our Net Zero Commitment to Customers, Clients and Advisers
Emphasis on Stewardship We fundamentally believe that asset owners bear a responsibility to engage with investee companies to drive better corporate behaviours…
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Aberdeen Standard Investments launches climate fund range
Aberdeen Standard Investments (ASI) has today announced the launch of a range of climate funds aimed at supporting the shift towards net…
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Will excess lockdown savings lead to longer-term inflation?
By Stefan Gerlach, Chief Economist at EFG Asset Management The start of the Covid pandemic in early 2020 had an enormous impact…
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Thursday newspaper round-up: Supermarkets, Newport Wafer Fab, Vectura
Supermarkets are under “increasing pressure” to keep shelves fully stocked, retail industry leaders have warned as the growing havoc wreaked by the…
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Over 40% of advice firms considering operating their own platform
Only 2% of firms feel fully in control of the platform experience, but nearly 90% believe their clients hold them responsible for…