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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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Government backs away from controversial plans to accelerate the planned state pension age rise to 68 – AJ Bell
Tom Selby, head of retirement policy at AJ Bell, comments on the government backing away from plans for a pre-election state pension…
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Tax Year End | GBI 38 | April 2023
We are delighted to welcome you to the latest issue of GBI Magazine. Yes tax year end is approaching and we know…
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Could ChatGPT replace your financial adviser?
Written by Paul Nixon, Head of Behavioural Finance, Momentum Investments Paul Nixon, Head of Behavioural Finance, Momentum Investments has been diving in…
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Canada Life launches Diversified Risk Managed Fund Range
Canada Life has today announced the launch of its Diversified Risk Managed (DRM) fund range as part of the refresh of the…
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Aegon : Reprieve for millions in their early 50s as Government believed to have shelved further state pension age increase
Written by Steven Cameron, Pensions Director at Aegon It will be a big relief to many if as reported, the Government has…
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Guinness Ventures successfully launches new Venture Capital Trust
Guinness Ventures, the growth company investment arm of Guinness Global Investors, today announced that it has raised in excess of the minimum…
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SimplyBiz strengthens Consumer Duty support with VouchedFor deal
As part of its comprehensive programme of Consumer Duty support, SimplyBiz has partnered with VouchedFor to offer an exclusive deal to its…
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Why the UBS/Credit Suisse deal has knock-on effects for the banking sector: comment from RBCWM experts
The UBS/Credit Suisse deal which was announced over the weekend has certainly given investment managers lots to think about this week. Two…
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Almost a third of people don’t understand the impact of interest rates on their money
32% of people don’t correctly understand the impact of rising interest rates on the cost of borrowing money; 12% think rising interest…
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UK Inflation unexpectedly jumps to 10.4% in February – advisers and mortgage experts share their responses
With the latest UK inflation data published this morning showing an unexpected jump to 10.4% to the end of February from 10.1%…
