Short read
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Wealth tax changes drive renewed client focus on cash
Wealth tax changes announced in the last few months are changing the way that advisers need to approach cash management for their…
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Markets cheer strong EU growth, but geopolitics cap the rally
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The eurozone economy delivered an upside surprise today, with Q1 2025 GDP…
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Industry reaction to the latest Halifax HPI data
With the recent release of the Halifax House Price Index data, announcing that House prices fell by -0.4% in May vs rise…
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UK house prices dip slightly in May, but market remains steady – Halifax HPI data
House prices fell by -0.4% in May vs rise of +0.3% in Apri, with the Average property price now £296,648 compared to…
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FCA leads international crackdown on illegal finfluencers – reaction
Regulators across the globe, led by the Financial Conduct Authority (FCA), have joined forces to protect social media users from illegal financial…
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Healthy life expectancy gap drives need for later life finance options
The growing gap between healthy life expectancy and life expectancy highlights the need for increased later life finance options, Key Later Life Finance,…
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Study reveals insurers are planning to increase their investment risk profiles
A new global study among insurance investment managers shows they expect the risk profiles of their investment portfolios to increase over the…
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Aegon enhances adviser experience with new features to help avoid ‘foreseeable harm’
Aegon, one of the UK’s largest pension and investment providers, is pleased to announce the enhancement of its service offerings through the…
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Expectations of trustees grow as the pension landscape transforms – TPR
A new strategy to drive up standards of trusteeship will be launched by TPR. In a keynote speech, Chief Executive Nausicaa Delfas said…
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Pension pot needed for a ‘comfortable’ retirement falls to £682,000
New calculations from Quilter, the wealth manager and financial adviser, reveal that a single person now needs a pension pot of £682,000…

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