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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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Pensions experts react to the latest Bank of England base rate hike of 0.25%
Following today’s 0.25% hike in UK interest rates to 4.25%, the rise clearly has implications for pensions and for pension schemes. Pensions…
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Interest rates hiked to 4.25%: What this means for savers and mortgage holders – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on the Bank of England interest rate hike. She said: “This has…
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Bank of England base rate hike will “put a further squeeze on the already overheated UK rental market” – reaction from Mortgage and Property Experts
Following today’s news that the Bank of England has hiked rates yet again, with a 0.25% rise to 4.25% – the highest…
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Bank of England announces 0.25% UK base rate hike to 4.25% – investment and finance experts share their reactions
After yesterday’s shock rise in the rate of UK CPI inflation to 10.4% and the US Federal Reserve Bank (The Fed) rate…
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Coventry updates its product range – reaction from brokers
Coventry this morning announced it has updated its range saying that they have reduced all BTL and portfolio landlord fixed rate products…
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“Billion pound mountain to climb” as DWP ‘grinds away’ at correcting state pension errors – Steve Webb, LCP
New figures published today[1] by DWP show that efforts to correct errors on underpaid state pensions, which started in January 2021, have so…
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Fed hikes interest rates but will the MPC follow suit? Analysis from Evelyn Partner’s Goebel
David Goebel, Associate Director of Investment Strategy at wealth manager Evelyn Partners, has been sharing his analysis with IFA Magazine, following yesterday’s…
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Why we still need to change pensions perceptions, and make retirement planning easier to understand
In this blog for IFA Magazine, Sara Neidle, Director at SEC Newgate, reflects on how and why we all need to work…
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Aegon: Advisers set out top Consumer Duty ‘foreseeable harms’ for retirement advice
Implementing the new Consumer Duty is probably the biggest regulatory change that advisers face this year. One of the FCA’s key expectations…
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Claire Trott comments on the 2021/2022 Pensioners Incomes Series data
Claire Trott, divisional director for retirement and holistic planning at St. James’s Place, comments on the 2021/2022 Pensioners Incomes Series data, published…