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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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Unexpected costs hampering transactions for two thirds of UK homebuyers
New research from Smoove, the UK’s leading software provider in the conveyancing comparison space, today reveals that nearly two thirds (62%) of…
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Royal London press release announcing its successful connection to Pensions Dashboards
Royal London, the UK’s largest mutual life, pensions and investment provider, is amongst the first tranche of pension providers to successfully connect to the…
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Aviva completes £270m buy-in with Morrisons Retirement Saver Plan
Aviva today announced the completion of a £270 million bulk purchase annuity buy-in with the Morrisons Retirement Saver Plan – RSP Section…
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FE fundinfo acquires Fundipedia to boost data management for asset managers
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, has today announced the…
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Fraud, hacks and data leaks: Is your small business really covered?
Key points covered: Joe Phelan, money.co.uk business savings expert says: “Think you’re too small to be hacked? Think again. From phishing scams to ransomware…
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UK businesses race to embed AI into enterprise workflows, EXL study finds
Businesses in the UK are making significant changes in the ways they work as they increasingly embed AI throughout their workflows and…
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School Fee Plan sees surge in people borrowing money to pay for school fees
Parents are borrowing more for independent school fees as they look to spread the cost, new data from School Fee Plan, a…
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Sackers responds to the Pensions Investment Review
Hot on the heels of the recent Mansion House Accord, the Government has today published the Pensions Investment Review Final Report and…
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Tariffs leave no wounds, but scars – J. Safra Sarasin Sustainable Asset Management
Written by Raphael Olszyna-Marzys, international economist at J. Safra Sarasin Sustainable Asset Management The US economy began the second quarter with unexpected…
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Industry experts and professionals respond to the latest HMRC property transactions data
With the release of the latest HMRC property transactions data, industry experts and professionals within the mortgage and property sector have shared…
