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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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How do advisers really achieve diversification within investment portfolios?
In the second episode of this mini-series of conversations, Justin Onuekwusi, Head of Retail Investments, EMEA at LGIM shares his perspective about…
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Defaqto completes assessments for CCLA’s Better World Global Equity Fund
CCLA Investment Management today announced that its Better World Global Equity Fund and approach to sustainability has been fully assessed and validated by Defaqto, an…
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Digital compliance provider, SmartSearch, launches enhanced next generation platform
SmartSearch, a leading digital compliance provider, has launched its next generation platform with enhanced functionalities driven by the latest technology and customer…
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LCP: 2022 another strong year for UK pension risk transfer as the market gears up for a sharp acceleration over 2023-2025
Analysis of insurers’ 2022 results by Lane Clark & Peacock (LCP) shows that, the UK pension risk transfer market finished strongly in…
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Global property data and technology business PriceHubble acquires Dataloft to accelerate its growth in the UK
(London, 21 March 2023) PriceHubble, the global property data and technology business, has acquired Dataloft, a leading UK residential property market intelligence company.…
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PwC Releases 11th Global Family Business Survey Report
Family businesses see largest growth increase in 15 years: traits like values, employee communication, digital capabilities stand out in companies which outperformed…
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Hargreaves Lansdown: More details on advice/guidance review provides plenty to cheer
Chris Hill, CEO of Hargreaves Lansdown, comments: “Early details of the advice/guidance review offer a great deal of promise. We’re delighted to…
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Just Mortgages’ John Philips comments on HMRC Housing transactions
Following the announcement from HMRC today that the provisional non-seasonally adjusted estimate of the number of UK residential transactions in February 2023 is 76,920,…
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The Exeter sees usage of its HealthWise service rise 10% in 2022, as consumers draw the maximum benefit from protection and health products
Protection and health insurer The Exeter, saw year-on-year usage of its free member health and wellbeing app, HealthWise, grow by 10% in…
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Influential Robeco Climate Survey shows continued net-zero commitments, biodiversity becoming a major concern and challenges from energy markets & political pressure
For the third year in a row, Robeco has published its annual Climate Survey, an in-depth study on how investors are approaching…