Pensions

Rising inheritance tax receipts sharpen focus on later life planning

Inheritance tax receipts have climbed to £5.8 billion in the first eight months of...

AdvisoryAI launches free tool to help advisers interpret Budget 2025

AdvisoryAI has built a free Budget Analyser to help advisers understand how the Autumn...

AUTUMN BUDGET: Treasury summary

This is the executive summary from the Treasury's full Budget document. This Budget takes the...

AUTUMN BUDGET: Salary sacrifice cap to be introduced

Rachel Reeves has announced plans to change salary sacrifice arrangements for pension contributions. The chancellor...

Survey reveals cost of living pressures and tax fears weighing on mutual’s members

Concerns over the cost of living and the prospect of tax rises continue to...

Later life lending must become ‘mainstream priority’, following FCA reform speech

Will Hale, chief executive of Key Advice & Air, has urged the mortgage industry...

Thousands of over-65s still have mortgages at death, warns Key

Key Advice has warned that around 26,000 people aged over 65 died last year...

Young adults expect six-figure incomes for a ‘good’ retirement, says Royal London

A growing number of young adults believe they will need more than £100,000 a...

Gender gap in retirement satisfaction persists as women report lower financial security

Just over half of female retirees say they are satisfied with their retirement income,...

Just Wealth nears 600 client referrals via Just Refer

Just Wealth, the financial services arm of national brokerage Just Mortgages, is approaching 600...

Parents fear children will never be able to retire

More than 15 million UK parents believe their children may never be able to...

Advisers report surge in client anxiety ahead of Budget

Financial advisers are reporting a sharp rise in client anxiety amid widespread speculation over...

Advisers must ensure later life lending is part of their toolkit

Older borrowers are increasingly tapping into mortgage finance. The latest UK Finance data shows...

Air warns base rate pause heightens mortgage shock risk for older borrowers

Later life lending platform Air has warned that the Bank of England’s decision to...

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COMMENT

2026 forecasts: St. James’s Place

Four senior figures at St. James’s Place outline themes, opportunities and concerns for 2026. JUSTIN ONUEKWUSI, CHIEF INVESTMENT OFFICER Artificial intelligence is likely to remain a...

2026 forecasts: Atom bank

Chris Storey, chief commercial officer at Atom bank, provides his thoughts on the residential and commercial mortgage market as we head into the new...

“It’s Christmas time, there’s no need not to check your supplier list…”

With the Christmas holidays upon us, it’s fair to say that business issues might be slipping down the priority list just a little bit,...

FS25/6 and the execution-only irony brokers can’t ignore

Reading FCA FS25/6, it is difficult not to notice an uncomfortable irony in the regulator’s conclusions around execution-only sales. The paper rightly raises concerns about...

Less Autumn Budget and more Autumn Bodgit

After months of fevered speculation before the Budget residential property transactions juddered to a halt. I always suspected that as ‘confidence arrives on foot and...

Latest news

London exodus slows as leavers stay closer to the capital

The pandemic-era rush out of London is firmly in retreat with new figures showing...

Merry Christmas from Opus First Media!

Wishing you a Soup-er Christmas and a prosperous 2026! Between Christmas and the New Year...

Two-thirds of landlords plan to expand portfolios

Two-thirds of landlords are planning some form of growth activity in the year ahead...

High street banks line up in £2.5bn contest for Evelyn Partners

Barclays and NatWest Group have progressed to the second round of an auction for...

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