23rd May 2025

Fidelity Adviser Solutions: Tackling retirement income challenges and finding opportunities

Fidelity Adviser Solutions asked Laura Whetstone, Director at Lathe & Co Wealth Advisers, about the challenges financial planners and their clients when approaching retirement including cashflow reporting and the impact of the pensions and IHT policy changes. Paul Squirrell asked John Hale how platforms are rising to these challenges and how they can support the changing income needs of clients through retirement.

13-minute watch

Investments, Investment Commentary

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Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

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