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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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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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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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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 FCA Financial Lives survey shows the pressing need to understand customer vulnerability, says MorganAsh
The release of the FCA’s latest Financial Lives survey, which found that 49% of UK adults have one or more characteristic of…
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Santander announces further mortgage rate reductions to more than 60 products and introduces top of market rates
Santander UK has announced that, from Tuesday 20 May, it is making further mortgage rate reductions of up to 0.19% on more…
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Independent Wealth Network 2plan restarts growth strategy
2plan, one of the largest independent networks of financial advisers in the UK (with over 679 advisers and 279 firms) has confirmed…
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SPW: three-quarters of people don’t understand IHT
A new report from Schroders Personal Wealth (SPW) has revealed that many people are not financially prepared for the future. Uncertainty around…
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Suffolk Building Society reduces rates on UK and expat resi 2-year fixes
Suffolk Building Society is reducing the rates on its 2-year fixed rate resi and expat resi mortgage products to ensure brokers and borrowers…
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AI Fintech Aveni launches first version of FinLLM: the UK’s first generative AI model for UK financial services
Leading UK AI Fintech Aveni has today announced the release of its first iteration of FinLLM – a domain-specific large language model (LLM) purpose-built for the…
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Culture is the silent force behind slow mobile payment adoption
Cultural values that are often overlooked in technology marketing strategies play a decisive role in consumers’ acceptance of mobile payment systems, according…
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Evelyn Partners unveils three-year partnership with the Netball Super League
Wealth Manager becomes official partner of the NSL to support the professionalisation of the women’s sport and boost financial education for female…
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L&G announces winners of 14th Annual Business Quality Awards
L&G has announced the winners of its 14th annual Business Quality Awards (BQA). Launched in 2011, the awards recognise the protection industry’s advisers and businesses…
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Over 50,000 estates left no will last year – a five year high
The number of estates where the deceased has left behind assets but not a Will has risen by 17% to over 51,140…
