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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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New HMRC surveys suggest valuable employment perks could be under threat
Two new surveys published by HMRC this week indicate that valuable employment perks such as salary sacrifice pension schemes and Benefit in…
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Columbia Threadneedle: from ambition to action – giving pensions access to private equity returns
Hamish Mair, Fund Manager of CT Private Equity Trust comments on the Final Pension Investment Review in the full statement below: “The Pension…
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Shepherds Friendly pays 96% of income protection claims in 2024
Shepherds Friendly paid out 96% of all income protection claims last year, a slight increase on its five-year average of 95%. Musculoskeletal…
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Adviser insight: Financial advisers need enablers, not blockers says Rosemount’s Ahmed Bawa
One of the challenges financial advisers face is the sheer breadth of areas that clients may want support with. This isn’t about…
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How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie
2025 is shaping up to be a busy year for the wealth management industry, says Tara Gillespie, Head of Global Assets at…
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‘Risk that government pension reforms lose sight of member interests’ – ‘a step too far’ says Laura Myers, LCP
The Government’s focus on ensuring that all workers are enrolled in a pension scheme which provides good value for money is to…
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Legal lens | When does non-matrimonial property become matrimonial property in the context of financial remedy proceedings?
Guest insight from Richard Kershaw (pictured), Partner, Hunters Law LLP The highly anticipated Supreme Court judgment in Standish v Standish is set…
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P1 Investment Services hires former M&G and Standard Life platform specialist James Bishop
P1 Investment Services, operator of the P1 Platform, has appointed James Bishop as Senior Platform Account Manager. This appointment marks the latest move by P1…
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MPowered Mortgages launches “Uber-style” case tracking timeline for brokers
New timeline provides real-time updates on every stage of a client’s application via the MPowered broker portal accessible on the website MPowered…
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The Equity Release Council announces that PriceHubble has joined the Council as an associate member
The Equity Release Council is delighted to announce that PriceHubble has joined the Council as an associate member. PriceHubble is an innovative…
