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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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Wellbeing and good management are top HR priorities in the workplace – Reward Gateway
Four in 10 (40%) UK employees said that workplace concerns have impacted their wellbeing, according to Reward Gateway | Edenred’s HR Priority…
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VCTs remain an attractive investment option, 30 years on, but aren’t delivering their full potential
Venture Capital Trusts (VCTs) have played a significant role in the UK economy for the last three decades by channeling private investment…
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Inside the markets: Aberdeen trust managers share bold outlook
Markets are evolving fast—and so are the strategies behind them. Inside the latest from Aberdeen Investment Trust, managers step forward with a…
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Deepbridge completes the Yorkshire Three Peaks in support of Clatterbridge Cancer Charity
On Saturday, 17th May 2025, a team of ten from Chester-headquartered Deepbridge Capital successfully took on the iconic Yorkshire Three Peaks Challenge…
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MAPFRE AM sees inflation & confidence threat to US investments
Further to this week’s poor performance of 20 year bonds auctioned by the US Treasury and the earlier Moody’s downgrade of US…
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Loughborough Building Society increases interest-only LTV to 70% for over 80’s
Loughborough Building Society has further strengthened its lending in retirement proposition by increasing the maximum loan to value (LTV) to 70% on…
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Saltus to acquire specialist financial planning business Delta Financial Management
Saltus, the wealth management and financial planning business, has announced the acquisition of Delta Financial Management (“Delta”), a specialist financial planning business…
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Pension credit processing times peaked at 87 days as applications surged following unpopular winter fuel payment cut
New figures obtained via a Freedom of Information request by Quilter, the pension provider and financial adviser, reveal that pension credit application…
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Economic risks remain “unusually high”, say Schroders
In their quarterly update, Schroders’ economists give their outlook for growth, interest rates and inflation over the coming quarter. David Rees, Head…
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Rosemount Financial Solutions continues growth with new advisers
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has continued its strong growth trajectory into 2025, welcoming seven new…