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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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Homeowners with +£300k left to pay off on their mortgage nearly doubles in past 7 years
Analysis of the latest Financial Lives Survey from the Financial Conduct Authority (FCA) shows a growing proportion of homeowners with significant levels…
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Darlington Building Society launches new two-year fixed buy to let products from 4.54%
Darlington Building Society has launched a refreshed range of two-year fixed rate buy to let products, including a bespoke remortgage deal for…
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Flagstone partners with intelliflo to give advisers direct access to client holdings on UK’s largest savings platform
Flagstone, the UK’s largest and highest-rated savings platform, has partnered with intelliflo, the UK’s leading technology platform for the financial advice market, to…
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The PMI reacts to the Government’s Final Report on the Pension Investment Review
The PMI welcomes the Government’s Final Report on the Pension Investment Review. The PMI acknowledges that larger default funds may lead to better outcomes…
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TPT responds to the Government’s response to the Pensions Investment Review
Commenting on the publication of the Government’s response to the Pensions Investment Review, David Lane, Chief Executive Officer at TPT Retirement Solutions, said: “We…
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TISA cautiously welcomes pension scheme reforms, but ‘still a way to go’ to find balance
Commenting on today’s release of the Pensions Scheme Review Report, Renny Biggins, Head of Retirement at The Investing and Saving Alliance (TISA) said:…
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Scottish savers’ retirement plans most affected by five years of turmoil, new pensions report finds
The pension plans of Scottish savers have been more affected by the past five years of political and economic turmoil than any…
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Government sets £25 billion minimum for ‘megafunds’ and threatens mandatory investment targets in latest pensions growth drive
Sweeping reforms to pensions aimed at driving more investment into ‘productive’ UK assets will require all workplace schemes to operate at ‘megafund’…
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IA responds to the Government’s Pension Investment Review
Responding to the Government’s Pension Investment Review, Jonathan Lipkin, Director of Policy, Strategy and Innovation at the Investment Association has provided his insight. …
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Air turns the spotlight on the changing over-50s customer
Market-leading later life lending platform Air is putting the changing face of the over-50s customer at the heart of its National Later…
