HeyJaredSophia Panayi
- Indexed articles, last 90 days
- 93
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
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- Jul 6, 2026
Latest articles
IHT on pensions: 'A bigger deal than the government currently realises' (opens the original)
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"The message I took from all of this was: inheritance tax being applied to pensions is a bigger deal than the government currently realizes," Vahey stated in the opening talk of Professional Adviser's northern conference. April 2027 is fast approaching, and advisers are readying clients for their pensions to be brought into IHT's scope. Vahey said she believes the government still does not understand the impact this will have, especially on the time it will take to wind up an estate. She explain
Triple lock changes welcome but 'cannot solve' national care problem (opens the original)
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At the Labour conference in Liverpool yesterday (29 September) he proposed the state pension would continue to rise by inflation or by at least 2.5% from 2030. "We promised in our manifesto to keep the triple lock unchanged throughout this Parliament. I will honour that promise," the prime minister set out. "From there, in April 2030, we will adjust it." Retaining the inflation link is a "comforting" sign for current and future pensioners, The Private Office head of financial planning Jane Reade
Advisers urged to rethink role of traditional diversification (opens the original)
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The whitepaper - Diversification under pressure: How diversification behaves during significant market falls and the implications for retirement income - examines how traditional diversification behaves during periods of market stress and explores the role of dynamic hedging in building more resilient retirement portfolios. Milliman's research explores the role played by investment diversification during three historical periods of significant market stress – 2002, 2008 and 2022 – and what that
Barclays receives targeted support authorisation (opens the original)
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The bank plans to introduce targeted support through a "carefully controlled rollout", initially focused on helping new investors get started. Barclays said the phased approach is designed to ensure it continues to "deliver positive customer outcomes while refining and enhancing the experience over time". The approval comes as Barclays' analysis shows the UK's investment gap grew by more than 30% between 2022 and 2024, with approximately 15 million UK adults holding over £610bn of "possible inve
P1 and PIMCO launch retirement MPS for UK advisers (opens the original)
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The models combine PIMCO's active fixed income and retirement income experience with passive equity exposure in a multi-manager framework. The portfolio annual management charge (AMC) will be 0.15%. The portfolios are available to UK financial advisers from 1 October through third-party platforms as well as the P1 Platform. Under the partnership, PIMCO will provide access to its UK Retirement Income Model Portfolios, underlying research and investment experience, while as the portfolio manager,
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