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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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How menopause is disrupting the careers of American women and what employers can do about it
Written by Sylvia Kang, co-founder and CEO of Mira, in celebration of International Women’s Day today Think about a typical career timeline.…
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How can we encourage more women into careers within financial services? L&G’s Jodie White shares some practical suggestions
Written by Jodie White, Head of Product & Transformation at Legal and General Mortgage Services “As we celebrate International Women’s Day today,…
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Activity Up, Prices Down: February 2023 Housing Pulse from Bloomberg Intelligence
Bloomberg Intelligence’s latest Housing Pulse, looking at February 2023, has found that weak (or even negative) house-price growth – combined with robust…
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Peppy warns employers to strive for equity not just equality in women’s health and wellbeing
As we celebrate International Women’s day, employers are being warned that if they only strive for equality instead of equity in women’s…
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Women in Finance: Lucia Gunn highlights why diverse hiring is essential for Oxford Capital
As we celebrate International Women’s Day 2023, Oxford Capital’s Lucia Gunn takes a look at the benefits of IWD from a venture…
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Women in finance: Bethany Dudley highlights how keeping D&I in mind has benefited Foresight
Today we’re celebrating International Women’s Day by sharing the powerful stories of just some of the fabulous women working in financial services.…
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Why to #embraceequity isn’t a nice to have, it’s a ‘must have’: MetLife’s Charlotte Lade shares some of the ways the group is working to embed DEI in its strategy
In celebration of International Women’s Day today, Charlotte Lade, Head of Communications at MetLife UK and Chair of MetLife’s Corporate Social Responsibility…
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Women in finance: Embark CEO, Jackie Leiper, tells us why she’s excited to have recently renewed the partnership with WiAS to help women in financial services
Jackie Leiper is CEO at the platform technology provider, Embark Group. In this blog to celebrate International Women’s Day, Jackie tells us…
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The Importance of Socio-Economic Diversity in the Financial Services Sector
Written by Charlene Sagoe, International Head of Diversity, Equity & Inclusion, Natixis Investment Managers An important area that can get missed or…
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Women in finance: finova’s Pamela Chabba tells us why she feels she can truly be herself at work
As we celebrate International Women’s Day, Pamela Chabba, Senior Product Analyst at finova shares just some of the innovative ways that the…