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Comment, Analysis & Research

06/09/2026

Trust-related health checks for Americans with UK connections

The position under the trust's governing law is a key piece of the puzzle, so it will be important for the UK and US advisers to work together to reach a pragmatic solution.

06/08/2026

More leading researchers brought to the UK, while Horizon Europe performance strengthens in 2024

UK research organisations attract new wave of 10 leading international researchers, and new performance stats highlight UK’s progress as part of Horizon Europe.

06/08/2026

Andrew Tully: When constant tinkering undermines saving

This ties in with our Nucleus Retirement Confidence Index, which shows those age 45-54 have the lowest confidence they will be comfortable in retirement, scoring a miserly 3.2 out of 10.

06/05/2026

From bonuses to carried payments – what’s the best strategy for your income

Key to this is a personalised wealth strategy that manages their income streams, giving them maximum flexibility and opportunity.

06/04/2026

Central banks, inflation, and the case for quality bonds

As central banks weigh inflation risks against slowing growth, investors should look beyond the headlines and focus on quality bonds to navigate an uncertain policy landscape.

06/04/2026

Pensions UK Report: Figures paint dire picture of nation’s saving

Millions of workers are not saving enough for retirement.

06/04/2026

Only a quarter will achieve ‘moderate’ pension income

The annual standards figure is calculated by the Centre for Research in Social Policy at Loughborough University, reflecting increases in daily costs such as food, transport, household bills and social activities.

06/04/2026

UBS Alpine Property Focus 2026 Holiday homes: Highly priced, highly sought after

For the coming quarters, prices are expected to continue rising, especially in Swiss and Italian destinations.

06/04/2026

Retirement ‘cliff edge’ warning as figures indicate income levels needed

The retirement living standards have been developed to help people understand what kind of lifestyle they could be on course for in later life.

06/04/2026

Amid market volatility and an ageing population, natural assets endure

Charlie Pringle, executive vice president, Investments, at Resource Management Service (RMS) describes the role of natural capital in the intergenerational wealth transfer

06/03/2026

Switzerland’s ‘ten million’ vote is poised to test resilience

A resilient backdrop makes the popular vote more about the long-term foundations of Swiss prosperity rather than immediate economic stresses.

06/03/2026

How Brits can have confidence in cross-border wealth planning

The financial implications of moving abroad are significant and the window to address them is almost always shorter than people realise

06/03/2026

Schroders UK Financial Adviser Pulse Survey 2026

UK advisers look to active management as concerns over rising inflation and interest rates intensify

06/03/2026

Pension pot required for ‘comfortable’ retirement reaches £691,000

This falls to £413,000 for a moderate lifestyle, while the minimum standard can largely be met by the state pension alone, with only limited additional savings required.

06/02/2026

Business sentiment in manufacturing: booming in the US, rising in the UK and Switzerland, but decreasing in the eurozone

Production has expanded more rapidly than new orders and inventories have increased; domestic demand was driven by inventory rebuilding and fears of rising disruption, with increasing delivery time.

06/02/2026

"The role of emerging markets is becoming much more strategic."

Investors have remained focused on earnings and AI’s momentum, which may well be justified in certain sectors.

06/02/2026

Spain: EIB and Ingeteam sign a €75 million loan to develop advanced renewable energy and electrification technologies

The investments will be made in Ingeteam’s research and development centres in the Basque Country and Navarre and will cover areas

06/01/2026

12.2m reasons why I’m building a passive income to supplement the State Pension!

UK retirees only get 22% of their income from the state.

06/01/2026

ECB Consumer Expectations Survey results – April 2026

Uncertainty about inflation expectations over the next 12 months remained unchanged at an elevated level.

05/29/2026

Property rich, pension poor: Gen X ‘sleepwalking’ into retirement shortfall

Gen X risk “sleepwalking” into weak retirements - leaning on property over pensions. Lower overall investment use and softer housing returns raise risks of falling short.

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Jupiter sued for ‘breach of contract’ over trail commission removal

07-21-2026

Pat Lardner to step down as Irish Funds’ chief executive

07-21-2026

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07-21-2026

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Valais Cantonal Bank: Half-year results 2026

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Burnham appoints John Healey as new chancellor

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Jupiter sued for ‘breach of contract’ over trail commission removal

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