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M&G

Majority of advisers think NI cut will not boost pensions savings

Tax Planning

Majority of advisers think NI cut will not boost pensions savings

Only one in ten think people will put the extra cash into pensions savings

clock 11 March 2024 • 1 min read
DIY investment market hits £392bn; top five platforms still dominant

Investment

DIY investment market hits £392bn; top five platforms still dominant

'As more low-cost trading apps come to market, competition is intensifying'

clock 26 February 2024 • 1 min read
Advisers must 'evolve' to better engage with female clients

Your profession

Advisers must 'evolve' to better engage with female clients

Kirsty Anderson urges advisers to value female clients

clock 02 November 2023 • 1 min read
One in three families 'feel relieved' using the same adviser

Your profession

One in three families 'feel relieved' using the same adviser

Almost 40% found comfort in having family financial affairs in one place

clock 03 October 2023 • 1 min read
Quarter of clients over 45 expect to leave larger inheritance

Your profession

Quarter of clients over 45 expect to leave larger inheritance

Findings from M&G’s Family Wealth Unlocked report for 2023

clock 02 October 2023 • 1 min read
Cost of living crisis spurs shift in pension contributions

Pensions

Cost of living crisis spurs shift in pension contributions

Change in contribution is not exclusive to workplace pensions

clock 02 October 2023 • 1 min read
Impartiality ranks as the most highly valued adviser skill by clients

Your profession

Impartiality ranks as the most highly valued adviser skill by clients

Research looks at the skills most valued beyond the core advice itself

clock 27 September 2023 • 1 min read
Investment bonds and the chargeable event regime explained

Tax planning

Investment bonds and the chargeable event regime explained

Taking a combined strategy provides a tax-efficient solution

clock 13 July 2023 • 3 min read
Tim Sargisson to join Benchmark as planning team lead

Your profession

Tim Sargisson to join Benchmark as planning team lead

Former Sandringham boss will replace Peter O’Sullivan in the new role

clock 26 June 2023 • 1 min read
A look at everything advisers need to know about top slicing relief

Tax planning

A look at everything advisers need to know about top slicing relief

There is a five-step procedure to TSR calculations

clock 09 June 2023 • 4 min read
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