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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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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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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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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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Platforms defy volatility with best net sales in three years, finds Fundscape
Against a volatile geopolitical backdrop, it was no surprise to see stock markets yo-yoing throughout the first quarter and dragging down platform…
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More people have bank accounts but one in ten have no cash savings, FCA Financial Lives survey reveals
The Financial Conduct Authority (FCA) has found that one in ten people have no cash savings at all, and another 21% have…
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Millions of people facing uncertainty in retirement
One-fifth (19%) of non-retirees have no private pension, according to the latest FCA Financial Lives survey, meanwhile two-fifths (41%) are not currently…
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Pridham Report: 54% of fund groups report net sales growth in Q1
More than half (54 percent) of U.K. fund groups reported net sales growth in Q1, according to the latest Pridham Report. Net…
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DWP admits increase in error rates on state pensions – ‘astonishing’ says Steve Webb, LCP
New figures published today show that six in every hundred state pension claims was being underpaid by the Department for Work and…
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Maintaining choice, flexibility and interests of savers and investors must be at the heart of ISA discussions
Ahead of the forthcoming ISA consultation, the Treasury is planning to hold roundtables to discuss ISAs and how to boost investing, and…
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Boost for borrowers as Nationwide reduces affordability stress rates
Nationwide is today adjusting its mortgage affordability calculation by reducing its stress rates by between 0.75 and 1.25 percentage points, helping applicants…
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Puma AIM VCT launches on the London Stock Exchange – the first new AIM VCT in 18 years
Puma Investments has officially launched the Puma AIM VCT plc on the London Stock Exchange. This is the first new AIM-focused VCT…
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LiveMore launches new Part & Part mortgage for over-50s to improve affordability and flexibility
LiveMore, the mortgage lender for people aged 50 to 90 plus, has today launched its new Standard Part & Part mortgage. This…
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Brooks Macdonald strengthens executive committee with the appointment of Karen Charlery as chief operating officer
Brooks Macdonald today announces the appointment of Karen Charlery as Chief Operating Officer (COO) effective 23 June. She replaces Gavin Neilson who…
