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The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
We’ve all heard the story: UK Baby Boomers are sitting on more than £5 trillion in wealth and, over the next 20-30…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of State to prepare…
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How do fund managers talk to kids about investing?
As children prepare to head back to school, the Association of Investment Companies (AIC) has asked investment trust managers how they explain investing to…
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How advisers can help clients master the skill of spending
As retirement becomes more flexible and personalised, a surprising challenge is emerging: many people find it hard to spend the money they’ve…
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Just Group completes £56m full-scheme buy-in for Brother Staff Retirement Benefits Scheme
Just Group (“Just”) has completed a £56m full-scheme buy-in with the Brother Staff Retirement Benefits Scheme (the “Scheme”). The Scheme is sponsored…
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Support needed as volume of advisory firms and experienced advisers continue to fall
Numbers of financial advisory firms and advisers have fallen significantly since the start of 2022, especially in experienced and entry-level age groups,…
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M&G strikes a chord with $300 million Seeker music portfolio reimagining hit music
M&G’s over $300 million investment into the music publishing and record company, Seeker Music, (Seeker) showcases the role that weightless assets can…
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Aviva launches new guaranteed fixed term annuity to meet evolving retirement needs
Aviva has today announced the launch of its Guaranteed Fixed Term Income Plan, a new addition to its retirement income portfolio, designed to…
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Two-thirds of people unaware of how bonds can help with inheritance and tax planning
Insights from investment, protection and retirement specialist LV=, reveal a significant number of people (47%) plan to pass down their wealth to…
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TISA responds to FCA’s multi-firm review of life insurers’ pension transfer process
TISA have highlighted the importance of ‘effective solutions that allow consumers to transfer their pensions safely and efficiently’ ahead of new initiatives,…
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AI for pensions: transformative potential, responsible use
The pensions industry is entering a new era driven by the transformative potential of AI. From enhancing operational efficiencies to delivering personalised…
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Paris-style treaty for plastic’ falls flat – what does it mean for investors?
Efforts to establish a global treaty limiting plastic pollution have failed, as more than 170 countries fail to reach an agreement, despite…
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Supercharge your pension: Moneyfarm’s top tips to maximise your retirement savings
As the cost of living and retirement expenses continue to rise, Moneyfarm, one of Europe’s leading digital wealth managers, shares its essential…
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Copia Capital: Why it is paying to take the long view in 2025
It’s been an eventful year so far, defined by bouts of instability. Despite this, asset classes across the board are largely in…
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Want to make your summer holiday permanent? Don’t forget about your pension
Standard Life‘s Dean Butler answers key pension questions for those looking for something more long-lasting. Dean Butler, Managing Director for Retail Direct…
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Over 20 savings providers slash variable rates reports Moneyfacts
Less than a week since the Bank of England Base Rate cut, Moneyfactscompare.co.uk reveals more than 20 savings providers have slashed variable rates.…
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The trust gap – why fee transparency is the adviser’s survival strategy
Nick Perrett, CEO of wealth management platform Prosper and Chairman of the WealthTech Alliance, highlights why he believes the “advice gap” is…
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Evelyn Partners’ index MPS range celebrates three-year anniversary with strong performance
The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits…
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Top fixed bonds dip but savers can still beat inflation
The top bond rates continue on a downward trend but the leading one-year saw its smallest drop in six months. Moneyfactscompare.co.uk reveals the state…
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Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension freedom’ rule changes were…
