Financial Ombudsman Service publishes its 2023/24 Plans and Budget
The Financial Ombudsman Service has published its 2023/24 plans and budget which sets out their ambitions for the next financial year. You can access it here. In 2023/24, the Financial Ombudsman expects to receive 184,000 complaints and resolve 204,000 complaints. The...
“Too fast” plan to raise State Pension Age has been shelved but not scrapped
The pace set by the government’s plan to bring forward the rise of State Pension Age to 68 by seven years was seen as “too fast” by half of UK adults compared to a quarter who thought it “about right”. State Pension Age will rise to 67 between 2026-28 and legislation...
Aegon welcomes calls for Government to investigate early access to state pension
Written by Steven Cameron, Pensions Director at Aegon We urge the Government to follow Baroness Neville-Rolfe’s recommendation to explore introducing a State Pension early access scheme for individuals meeting certain qualifying criteria. Currently, while there is...
The role of annuities in improving retirement outcomes
Written by Cecilia Furner, Distribution Director, Legal & General Retail Annuities To anyone keeping an eye on the news right now, it comes as no surprise to hear that the retirement landscape has changed. From the decline of “gold-plated” DB pension schemes to...
Budget 2023
More Latest News
Local Authorities accused of “trying to make money off the back of the poorest” as Government consultation ends
A government consultation is currently live — ending Friday, 31 March — into the way Homes in Multiple Occupation (HMOs) are valued for...
Wealth Wizard’s Mark Kiddel comments on state pension age
Following the news that the government will announce today that it will not bring forward the date the state pension age will rise, Mark...
Are LGIM’s Model Portfolios well placed to support the needs of advisers’ clients?
LGIM's MPS was launched with fanfare back in 2021. So what steps are LGIM taking to ensure they produce optimum results for clients? Visit...
Empowering Your Clients: How we can help clients protect their families when their situations change
Written by Amanda Wilson, the Director at The Right Mortgage and Protection Network As the job market continues to shift, more and more...
Northern Gritstone secures £30 million investment from British Patient Capital
Northern Gritstone, the investment business focused on university spin-outs and technology-enabled businesses in the North of England,...
Navigating the polycrisis… continued – Fidelity International Q2 2023 outlook
The polycrisis has entered a new phase. While economies had started the year with signs of resilience, continuous rate hikes and extensive...
Northern Gritstone secures £30 million investment from British Patient Capital
Northern Gritstone, the investment business focused on university spin-outs and technology-enabled businesses in the North of England,...
Navigating the polycrisis… continued – Fidelity International Q2 2023 outlook
The polycrisis has entered a new phase. While economies had started the year with signs of resilience, continuous rate hikes and extensive...
State pension age rise decision to be pushed beyond general election
The government will today confirm it will not accelerate a planned rise in the state pension age to 68, according to reports. The state...
Govt’s ‘Green Day’ announcement: ‘underwhelming;’ green policy package fails to get UK back in the race to zero – reaction
Today, as has been the lead story across most of the national media this morning, an announcement has been made that the UK government has...
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IFA Magazine
IFA Magazine’s March edition is live now: Hare we go!
As the tax year-end zooms into view, advisers and their teams will be bracing themselves for a particularly busy few weeks ahead with what looks like being one of the most decisive tax year-ends for many years. Firstly, there are all the usual year-end planning...
GBI Magazine
GBI 37 | Spring Focus | March 2023
We are delighted to welcome you to the latest issue of GBI Magazine, hot on the heels of a busy couple of months of report writing, culminating in our Annual Tax Efficient Investment Sector Research Report. Feedback has been tremendous and we were pleased to be able...
Latest Reports
Inheritance Tax Solutions including Business Relief Research Report 2023 (IHT/BR) | Annual Report 2023
Welcome to the ‘Inheritance Tax Solutions including Business Relief Research Report 2023’ the fourth in our series of focused reports on the tax efficient sector. Our four reports will be brought together as one major report covering the whole sector to be published...
Trending articles
IFA Magazine’s April 2023 edition is live now: Under Pressure
As our more astute readers might have noticed, your friendly Editor here at IFA Magazine is rather partial to using a song title or two, whe...
Green finance and green homes: what to watch in UK government’s ‘Green Day’ announcements this week
Later this week, the UK Government is expected to make a number of announcements in relation to the green economy. This may include the foll...
Govt’s ‘Green Day’ announcement: ‘underwhelming;’ green policy package fails to get UK back in the race to zero – reaction
Today, as has been the lead story across most of the national media this morning, an announcement has been made that the UK government has s...
Door joins forces with FE fundinfo to solve the industry’s Consumer Duty reporting challenge
Business and Development , Consumer Duty
Door, the leading fund research platform, and the data and technology specialist FE fundinfo have created a joint solution to the Financial...
Taxpayers in London and the South East make up 62% of people avoiding tax through offshore assets
Residents in London and the Southeast made up 62% of UK taxpayers admitting evading tax by hiding assets offshore last year*, says UHY Hacke...
Help to Buy ends: First-time buyers account for 84% of homes bought in England through the scheme
On March 31st, the Help to Buy Equity Loan scheme will come to an end. This scheme proved to be particularly beneficial for first-time buyer...
Lack of personal finance education leaving over a third of students unprepared for life after school
A new report shows that almost half of school students (48%) want to be taught personal finance in school, but the majority feel they are no...
The face of sustainable real estate investments in 2023
The real estate sector contributes around 40% of global greenhouse emissions, making them one of the largest environmental offenders. Of tho...
Investec Wealth & Investment appoints Associate Investment Director and Investment Manager in Bournemouth and Cheltenham offices
Investec Wealth & Investment has announced the appointments of Andrew Mays as Associate Investment Director in Bournemouth and Sebastian...
Podcast #35: How can Flagstone help maximise the return on your clients’ cash?
In an IFA Talk first, our podcast this week explores the benefits of cash deposit accounts. With so many deposit account options available f...
