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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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Mental Health Awareness Month: how responsible is your employer for Your Mental Health?
As post-COVID workplace dynamics continue to evolve and more companies are pushing for employees to come back to the office full time, the…
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Industry standard developed to transform platform account opening for advisers
Advisers will experience significant time savings and enhanced client service due to the development of Criterion’s new Platform Account Opening (PAO) Standard. …
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Simplify Consulting comments on FCA streamlines complaints data reporting requirements for firms
Following the FCA’s announcement to streamline complaints data reporting requirements for firms, Dom House, Lead Consultant at Simplify Consulting, said: “The FCA complaints review announced today…
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Share buybacks: Martin Currie’s Jo Rands highlights this hidden element of investment returns
With UK equities trading at historically low valuations and corporate balance sheets in robust health, share buybacks have emerged as a powerful…
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New service from The Pensions Regulator to help unlock pensions industry innovation and boost saver outcomes
A new service has been launched by The Pensions Regulator (TPR) to help support innovation in savers’ interests and potentially boost economic…
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M&G Investments launches European equity fund in response to UK investors seeking wider opportunities in Europe
M&G Investments today announces the launch of the M&G European ex-UK Fund (the Fund),to provide access to Europe’s diverse equity markets. The…
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US debt fears cause ripples of worry
The FTSE 100 trades lower as US fiscal fears unsettle investors, and weaker demand for an auction of US debt adds to…
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Fund managers sour on the US as tariffs expected to be partially introduced
Fund managers are preparing for Donald Trump’s ‘reciprocal tariffs’ to be partially reintroduced when the 90 day pause expires on 8th July, according…
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Fund manager view: Trumpian economic chaos has put US in the danger zone says Trium Capital’s Tom Roderick
Mounting trade tensions, dwindling energy tailwinds and tighter monetary conditions are raising serious questions about the sustainability of US economic strength. In…
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Just Mortgages named first national EA broker partner for 100% mortgage from April Mortgages
Just Mortgages, one of the UK’s largest mortgage brokerages, has been named the first national high street estate agency linked broker partners…
