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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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Changes to pension tax relief create few winners and many losers
The PLSA found in its previous paper, ‘Five Principles for Pensions Taxation’ (first published in February 2021), that adopting a single rate…
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Sunak and Johnson risk ‘intergenerational raid’ accusations with 1% National Insurance hike to fund social care reforms
National Insurance (NI) contributions could rise by 1 percentage point to fund long-term care reforms, according to reports This implies the employee…
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FCA takes action against debt packager firms
Following an FCA review of the practices of debt packager firms, 5 firms have stopped providing regulated debt advice until further notice…
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Fidelity International leads the way as first asset manager to sign Fintech pledge
Fidelity becomes the first asset manager to commit to five pledge principles that ensure a strong partnership with fintech start-ups. Fidelity International…
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SJP urges combined public and private innovation to tackle social care crisis
The new SJP Social Care Report calls for the Government to make social care reform and public education its priority post Covid-19.…
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M&G invests in early stage carbon capture and storage companies
M&G is investing in carbon capture and storage companies, Storegga Geotechnologies Ltd and Summit Carbon Solutions, as part of its ambition to…
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Financial services must come together to support female survivors of economic abuse through six key life stages
Nisha Arora, Director of Retail & Consumer Policy, The Financial Conduct Authority comments: “Domestic abuse, including economic control, is widespread and has…
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The technology revolution | Ten Year Retrospective
PIMFA’s CEO, Liz Field, also agrees that advances in technology have played their part in bringing about considerable change, although she warns…
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All change – how platforms have underpinned the development of the advice profession
Staying on track Platforms have been at the heart of supporting advisers through this transition and at AJ Bell our focus has…
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Tuesday newspaper round-up: Fintech sector, Greensill, Johnson Matthey, Stonegate
Britain’s digital finance industry, more commonly known as the fintech sector, has hit a multibillion-pound peak of investor interest. Banking app Revolut…