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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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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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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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Robeco publishes 5th annual Global Climate Investing Survey 2025
A majority (56%) of global investors believe that President Donald Trump’s pro-fossil fuels and anti-clean energy agenda will hamper the net-zero transition,…
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Aviva and FNZ unveil latest innovations to enhance adviser experience
Following the launch of its Onshore Bond on Adviser Platform last month, Aviva is pleased to announce its latest technology developments, in…
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Caring responsibilities among most common customer vulnerabilities, MorganAsh data reveals
New vulnerable customer data from the MorganAsh Resilience System (MARS) has revealed that caring responsibilities are one of the most common life…
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Rathbones analysis reveals active is outperforming passive on fixed income but being outsold
UK investors are risking potentially significant underperformance by following the growing switch to passive fixed income funds instead of taking an actively…
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What will AI bring to Group Protection? Asks L&G
Views from experts spanning condition prevention, early intervention, vocational rehabilitation and reinsurance. L&G today announces the launch of the final instalment from…
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Capgemini World Wealth Report 2025: Why UK advisers face rising risk in the great wealth transfer
The Capgemini Research Institute’s World Wealth Report 2025, published today, reveals the global high-net-worth individuals (HNWIs) population rose by 2.6% in 2024. Now in its 29th edition, the…
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Pure Retirement becomes first lifetime mortgage specialist on Mortgage Broker Tools sourcing platform
Lifetime mortgage lender Pure Retirement has become the first equity release specialist to join mainstream sourcing platform Mortgage Broker Tools, highlighting its…
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FCA mortgage rule simplification is a welcome shift, but firms must ensure no one is left behind
Michael Shand, Managing Principal at consultancy Capco comments on the FCA’s consultation on simplifying mortgage rules, which closes today (4th June 2025). “The FCA’s review into mortgage…
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Chelsea Financial Services urge Maven Renovar VCT board to return cash to investors
Peter Hicks, research analyst at Chelsea Financial Services, has urged the Maven Renovar VCT board to return cash to investors. “Following the…
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
