19+ hour, 8+ min ago   (763+ words) Ros Altmann: Will a new leader keep pushing flawed policies? With a new prime minister in place, writes former pensions minister Ros Altmann, what measures might we expect as he searches for extra revenue? Sadly, I fear anyone interested in…...

3+ day, 14+ hour ago   (679+ words) There is a distinct psychological whiplash that occurs when we transition from a lifetime of accumulating wealth to the sudden reality of decumulation. In a recent episode of our Retirement Evolution series, I sat down with Andy Fear from M…...

4+ day, 14+ hour ago   (728+ words) I recently wrote in these pages about the experience I’ve had this year with my dad moving into a care home, which is a sobering and at times shocking read for anyone, including financial advisers. Dealing with the death of…...

5+ day, 21+ hour ago   (316+ words) More than four in 10 people expecting to receive an inheritance say it will be essential to their financial security, according to new research from Aviva. The provider’s Intergenerational Wealth Shift report found 43% of those expecting an inheritance deem it essential…...

1+ week, 5+ day ago   (795+ words) The UK is set to have a new prime minister by next week – and if recent precedent is anything to go by, then a Budget could follow just a matter of weeks later. That prospect alone will be enough to…...

1+ week, 5+ day ago   (613+ words) Longevity is reshaping financial planning, with clients requiring support throughout lives which may well extend to 100 years and beyond. This is according to new research from RBC Wealth Management which found almost three quarters (72%) of those entering or living through…...

1+ week, 6+ day ago   (767+ words) TISA calls for auto-enrolment contributions to rise to 12% The Investing and Saving Alliance (TISA) has urged the Pensions Commission to set out a timetable for increasing minimum auto-enrolment pension contributions to 12%. The trade body warned that current contribution levels are…...

2+ week, 3+ day ago   (767+ words) The upcoming changes to inheritance tax on unused pensions are triggering a ‘seismic shift’ in adviser conversations with clients, new research has revealed. The study, from NextWealth and Quilter, found that the reforms, which take into effect in April 2027, are…...

2+ week, 3+ day ago   (668+ words) Last chance to enter the Young Financial Planner Awards 2026 Today marks the final deadline to submit entries for Money Marketing’s Young Financial Planner Awards 2026, giving firms and individuals one last chance to get their nominations in. TUNE IN: Nuala Walsh…...

2+ week, 4+ day ago   (1199+ words) The current issues facing clients are neatly summed up in the immortal words of Robert Burns, who in ‘To a Mouse’ said, “The best laid schemes o’ Mice an’ Men. Gang aft agley, An’ lea’e us nought but grief an…...