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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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8 out of 10 advisers say Consumer Duty “feels like a rebranded TCF”
With less than 126 days to go until the launch date of 31st July, new research from Aviva shows advisers in relaxed mood…
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How can AI help asset managers weather volatile markets?
Written by Daniele Grassi, CEO at Axyon AI The ongoing banking disruption across America, coupled with the emergency takeover of Credit Suisse,…
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Why With Profits could be key to meeting clients’ appetite for risk
Meeting clients’ appetite for risk is fundamental to delivering suitable advice. The challenge is building a portfolio to accommodate this, while still…
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Study reveals couples are not sharing details on their savings/investments with each other
Couples are keeping it to themselves when it comes to wealth and assets with women slightly more likely than men to have…
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Fewer than 1% of G7 companies have women as top three earners
Of the G7’s biggest listed companies, less than one percent (0.6%) can count women as their top three earners. This is according…
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Training for vulnerability is not enough to meet Consumer Duty, says MorganAsh
Training frontline staff and advisers to identify and manage vulnerabilities is not enough to meet the upcoming Consumer Duty regulations, a leading…
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HNWs shy away from conversations about money with their children
42% of High-Net-Worth (HNW) individuals (those with over £500,000 investible assets) financially support their children, but over half (57%) do not feel…
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The UK regions spending the least on rent, data reveals
As the cost of living crisis surges, renters are facing the possibility of increased rental costs. But with rent costs differing considerably across…
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The Silent Struggle: Survey Reveals the Surprising Mental Health Crisis Among US CEOs
Gordon Simmons, the US-based CEO expert, and owner of gordonsimmonsceo.com, has released a comprehensive report that sheds light on the growing mental health…
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Lack of personal finance education leaving over a third of students unprepared for life after school
A new report shows that almost half of school students (48%) want to be taught personal finance in school, but the majority…