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Women & wealth: A growing frontier
The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.Many women face financial challenges, such as the gender pay gap, which in turn contributes to the pensions and investment gap.Accessing financial advice can...
The taxable benefits of buying an annuity
Sales of annuities have been rising in recent years, reversing a downward trend.Income certainty, rising interest rates and IHT planning are factors driving increased interest in annuities.Annuity rates are linked to government bond yields and therefore can rise and...
Mortgage rule changes could help more self-employed & older borrowers
The self-employed, older borrowers, first-time buyers, and workers paid in a foreign currency are among those who could benefit from a relaxation in mortgage lending rules. The regulator, the Financial Conduct Authority, has published a consultation into its proposed...
Women & wealth: Navigating the financial future
Women hold more wealth than at any time in history and this will increase over the coming decades.Structural and financial barriers prevent many women from reaching financial parity with men, and although this is changing, it takes time.We know the right messages can...