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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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Labour activity rate crashes: Will higher pension allowances reverse ‘the great retirement’?
The labour force activity rate for the UK adult population has clearly dropped off since the start of the coronavirus pandemic, according…
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Door joins forces with FE fundinfo to solve the industry’s Consumer Duty reporting challenge
Door, the leading fund research platform, and the data and technology specialist FE fundinfo have created a joint solution to the Financial…
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Going for growth with EIS
For professional advisers and paraplanners only. Not to be relied upon by retail investors. When the economic environment gets more challenging, you’d…
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Wealth Wizards’ new Benefits Calculator identifies over £1million of annual benefits entitlements for employees in just one week
Wealth Wizards newly launched Benefits Calculator has helped users to identify over £1m of annual benefit entitlements within the first week of…
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Latest Levelling Up plans could boost house prices by as much as £18,000 in these areas
Analysis by peer to peer real estate investment platform, easyMoney, reveals that Levelling Up projects could add as much as £18,000 to local…
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Legal & General updates Protection Proposition
Legal & General Retail has updated its Protection Proposition, offering greater financial support to customers and their families. The changes include: All…
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New Capital Gains Tax technology added to M&G Wealth Platform
M&G Wealth has introduced Capital Gains Tax (CGT) functionality to its Platform enabling advisers to conduct complex calculations and test different planning…
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CFA Institute launches investment industry AI handbook
CFA Institute, the global association of investment professionals, has launched the Handbook of Artificial Intelligence and Big Data Applications in Investments, published by…
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Do you find it hard to ensure wellbeing communication with your team is relevant in these days of hybrid working?
The way in which health and wellbeing support is communicated has undergone a dramatic change recently, as research released by Towergate Health &…
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MAF 2.0: Why expertise, ESG and value for money must be part of the package
A successful multi-asset fund is not just a random collection of different securities. The Aviva Investors Core MAF range is driven by…