ii in the media

November 2024

Platforms/investments  

How you can become a pension millionaire| The Telegraph 22/11
Easy pension mistake warning that could see You miss out on tens of thousands of pounds in retirement | The Sun 22/11
The 4% pension rule to retire comfortably | MoneyWeek 22/11
Hello! Magazine newsletter: My monthly mentor | Hello! Magazine 20/11
BlackRock S&P 500 top 20 ETF: Targeting quality or unwarranted risk? | ETFStream 20/11  
Interactive investor wins Best Fund Platform at the Good Money Guide Awards 2024 | Good Money Guide 18/11
It's time to bag an investment trust bargain - our experts reveal the ones they'd pick right now | This is Money 17/11 
Stocks & shares ISAs: find the best platform | MSE 14/11
Fundsmith Equity and other underperforming funds due for a resurgence | Trustnet 14/11
Investing in stocks for beginners: How to get started | Money Saving Expert 13/11 
Fundsmith's profit decline forces Terry Smith to take second pay cut | Investment week 11/11
What a Trump presidency means for your investments | The Times 09/11
Richard Wilson, Interactive Investor CEO on Saving the UK Stock Market |  Bloomberg 05/11
Terry Smith's £23bn fund falls out of favour after magnificent seven misstep | CityAM 05/11
Top Funds stocks and trusts to invest in | MoneyWeek 04/11

Pensions

How to hedge inflation | MoneyWeek 25/11
UK inflation uptick a 'blow to borrowers' | Trustnet 20/11
Investors eye gilt bargains as analysts say markets  have 'overreacted' | This is Money 20/11
How to invest your money: investing basics | Telegraph 17/11
What is a general investment account (GIA)? | Telegraph 12/11
Nationwide offers savers new interest rates across fixed accounts | Express 10/11
Four ways to protect your finances from inheritance tax changes & leave more cash to relatives | The Sun 9/11 
Nick Eatock: Guiding clients through the Budget changes | Money Marketing 14/11
Reeves' tax raid prompts spike in money-giving planning | Express 10/11
5 tips on managing pension after the Autumn Budget |  Which? 09/11
What is diversification and why is it important? | The Telegraph 08/11
Why I'm prioritising my pension over paying off my mortgage | inews 06/11
Further tax raids on pension pots likely, former pensions minister warns | inews 05/11
Budget raid means 'double whammy tax hit' | Express.co.uk 04/11
Legal ways to avoid inheritance tax after Rachel Reeves changes pension rules in Budget | The Sun 01/11

Personal Finance

How to tax-proof your investment portfolio | Which? News 27/11
How many of these investing mistakes have you made? | The Times 23/11
Energy bills to rise by 1.2% from January  | YourMoney.com 22/11
Can you claim the working from home tax relief? | ideal home 08/11
How 'Bed & ISA' could save you £15,000 over a decade | MoneyWeek 07/11
Time to sort your savings out before interest rates fall | The Times 03/11
Autumn Budget 2024: where will you feel the pinch? | FT.com 02/11
Unmarried couples face £180k inheritance tax bill under Labour | The Telegraph 02/11
Revealed: Labour's £975m stealth tax blow for ISA savers | The Telegraph 01/11

Markets 

EasyJet profits take off as airline cashes in on package holiday demand | This is Money 27/11
Investors shed Kingfisher stocks as trading update a 'clear disappointment' | CityAM 25/11
Is now a good time to invest in gold? | MoneyWeek 25/11
European stocks sink as investors flock to safety amid geopolitical jitters | Reuters 19/11
Burberry unveils £40m cost-cutting drive amid strategy shake-up | This is Money 14/11
Vodafone shares slip despite promise of accelerating growth | The Standard 12/11
ITV shares tumble as Hollywood strikes continue to hurt studios arm | This is Money 07/11
Sainsbury's Backs Guidance on Hopes of Argos Sales Rebound | Wall Street Journal 07/11

Columns

'How can i enjoy a monthly income without eating into my £95k pension?' | The Telegraph 28/11
The self-employed are natural entrepreneurs. So why is our government ignoring them? | CityAM 26/11
We have a £1.1M ISA porfolio - how do we generate £50,000 a year income? | The Telegraph 21/11
'Over half my ISA is invested in bonds - why has my return been so lack lustre?' | The Telegraph 14/11
The self-employed pension-crisis is on the cusp of boiling point| CityAm 22/11
Retail investing lessons from some of Britain's top performers | CityAM 12
'I want to retire at 60 - is my £14k ISA enough until I get my pension?' | The Telegraph 07/11

October 2024

Platforms/investments  

The Chancellor's attack on pensions could could cost you £33,000. Our Beat The special tells you what to do about it | This is Money 31/10
Autumn Budget 2024: Pension and Aim shares to be taxed in IHT crackdown |  MoneyWeek 30/10
Should cash in my pension tax-free lump sum before the budget? | The Telegraph 30/10
Investment apps: are they up to scratch? | FT.com 25/10
Interactive investor launches its own social media platform | This is Money 23/10
Fundsmith Equity plummets down most bought list as passives dominate | CityAM 15/10
Passives prevail in interactive investor's Top 50 funds list as Fundsmith Equity's rank plummets |Investment Week 15/10
The Times Money Mentor Awards 2024: The Winners |The Times Money Mentor 10/10 
Are mining stocks ready to boom again? Investors pile in as global growth forecasts improve | This is Money 05/10
Fundsmith Equity returns to interactive investor's top ten most-bought funds| investmentweek.co.uk 02/10
Top funds, stocks and trusts to invest in | MoneyWeek 02/10
Scottish Mortgage no longer most bought trust as Fundsmith Equity claws back 10th| 02/10

Pensions

Capital Gains Tax increased in Rachel Reeves Budget | Express.co.uk 30/10
What budget capital gains tax hike means for you: How small investors will be hit | This is Money 30/10
Autumn Budget 2024: City of London avoids 'fright night' tax raid from Rachel Reeves | CityAm 30/10
Autumn Budget 2024: What you need to know about the £49bn tax rise | Investors Chronicle 30/10
If your payslip could be hit by the Budget and when changes will take effect| inews 28/10
Investors pile into gilts as shares face tax rise | The Times 28/10
Is it wise to take out my pension tax-free lump sum? | FT.com 24/10
How couples can make the most of their money | Investors' Chronicle 22/10
Labour accused of 'hot mess' over Budget | The Telegraph 19/10
Labour's Budget capital gains tax raid could cost you a fortune - act now to reduce damage| The Express 15/10
SPECIAL REPORT: 3 ways Labour will tax your pensions in Budget - and how to fight back now | The Express 11/10
City warns Chancellor against 'disastrous' pensions tax raid | The Metro 11/10
Do you qualify for the Winter Fuel Payment if you live abroad? | MoneyWeek 10/10
Autumn Statement 2024: Reeves ready to raid pension tax-free lump sum limit | Yourmoney.com 09/10
Unfair and problematic: advisers call for clarity on tax-free cash rumour| FT Advisor 09/10
Majority of self-employed workers set to face 'second-class' retirement | Pensions Age Magazine 09/10
Rachel Reeves rumoured pension tax relief cuts would 'devastate many' retirement plans | Personal Finance | Finance | Express.co.uk 09/10
Cut to tax-free pension would hit a fith of people in their 50s| inews.co.uk 09/10
Two in five self-employed workers have no pension savings and teeter on the brink of a retirement crisis | This is Money 09/10
Frozen state pensions: thousands of expats receive just £3,000 a year | MoneyWeek 03/10
Frozen state pensioners get £7.1k less than retirees living in the UK | inews 03/10

Personal Finance

Cash ISAs popularity surges ahead of UK Budget | FT.com 25/10
I'm a finance expert - how capital gains tax and inheritance tax will be hit in the budget  | Express.co.uk 24/10
Seven tax-saving tips, seven days before the Autumn Budget | MoneyWeek 23/10
Number of ISA millionaires triples in three years | MoneyWeek 22/10
Millions poured into tax-free ISA accounts ahead of feared Budget raid | Express.co.uk 21/10
Savers stuff ISAs with cash ahead of Reeves's Budget | FT.com 21/10
Inflation has shock fall to 1.7% with doors now open to lower interest rates | YourMoney.com 16/10
UK house prices rise again in August to show market 'holding strong'| The Standard 16/10
What the US election means for your investments | Which? News  04/10
Why are the British so reluctant to invest | Financial Times 04/10

Markets 

FTSE in the red while gilt yields rise as investors digest the Autumn Budget | This is Money 31/10
FTSE 100 Live: Budget fears hit housebuilding and retain stocks, Shell beats forecasts | The Standard 31/10 
What is a bear market | The Telegraph 26/10
Lloyds backs Reeves budget plans despite mooted tax increases | The Guardian 23/10
Are UK finances 'at breaking point' ahead of Autumn Budget?| Portfolio Adviser 22/10
US stocks flirt with record highs as investors eye more Fed rate cuts | This is Money 18/10
Entain lifts guidance as Ladbrokes owner's UK business returns to growth | This is Money 17/10 
UK GDP: Economy returns to growth in August | MoneyWeek 11/10
Secrets of Next's success: Business is booming, shares are soaring and their next big move could net a fortune. So should you invest? | This is Money 09/10
Chinese stocks suffer worst fall in 27 years over growth concerns | Chinese economy | The Guardian 09/10
FTSE 100 Live 03 October: Sterling falls on interest rate cut hopes, Tesco 'in good shape' | Evening Standard 03/10
Tesco profits soar as 30m shoppers splash out on retailer's Finest range | This is Money 03/10
JD Sports sales balloon to over £5bn but retailer warns of 'volatile' UK market | This is Money 02/10

Columns

The Notebook: We have to talk more about money! | CityAM 29/10
The self-employed pension-crisis is on the cusp of boiling point| CityAm 22/10
‘I’m 55 and widowed with £423,000 saved – can I afford to quit my job?’| The Telegraph 17/10
‘My £256k portfolio has 25 holdings – can I make it simpler without sacrificing returns?’ | The Telegraph 10/10 
'I'm saving 50pc of my salary to boost my £700k pension'| The Telegraph 03/10
Three quarters of Brits don't invest - it's time for a confidence boost |  cityam.com 02/10 

September 2024

Platforms/investments  

interactive investor's  UK fund picks to capitalise on attractive valuations| Trustnet 24/09
Bonds to pair up in bull and bear markets | Trustnet 24/09
Should you pick your own workplace pension funds? | The Times Money Mentor 18/09
ETFs vs index trackers: What do passive funds offer? | The Telegraph 13/09
The best Isas and pensions to buy overseas shares | Investor's Chronicle 10/09
How gilts can help you pay less tax on savings interest | MoneySavingExpert 09/09
How YOU can retire with investments worth £1million - and it's more achievable that you'd think  | This is Money 09/09
Investors dump UK’s favourite Stocks and Shares Isa fund to gamble on risky US tech | Express 05/09
How to back top UK stocks and funds tax-free even without a British ISA | Money Week 05/09
'British ISA' plan scrapped by government | FT.com 04/09
Fundsmith Equity falls out of most bought list for the first time | CityAM.com 03/09
Fundsmith Equity drops out of interactive investor's top ten most-bought funds| Investment Week 03/09
The funds to keep long-term investors fighting fit | This is Money 02/09

Pensions

UK households take action on pensions ahead of feared Labour budget raid | The Express 26/09
More savers max out £60k annual pension limit ahead of budget | This is Money 26/09
Number of savers maxing out pension contributions rises by 64% amid tax fears | inews.co.uk 26/09
Savers max out pension pots as tax raid looms | The Telegraph 26/09
How to empower women to take control of their pensions | City AM 20/09
Deal or no deal as thousands facing re-mortgage decision see rate left on pause | The Mirror 19/09
'Unsettling' time for some households as base rate left on pause | The Independent 19/09
Tax efficient ISAs jumped in popularity in 2022-23 amid higher interest rates | The Standard 19/09
Tax efficient savings soar in popularity amid higher interest rates | The Mirror 19/09
How I'm swerving the expected increase in capital gains tax | The Times 15/09
How to stop Labour taking your tax-free pension lump sum | This is Money 13/09
I built my pension after going self-employed – here’s how you can too | inews 12/09
State pension to rise by £8.85 a week  | The Telegraph 10/09
Pensioners face ‘£3k shortfall’ between new state pension rate and basic retirement income | The Express 10/09
State pension set to rise but millions of older people still battle to make ends meet  | Mirror Online  10/09
Pension Awareness Week: Lack of knowledge among self-employed is ‘concerning’  | Your Money 09/09
What could really happen to pensions in the Budget? The potential raids YOU need to know about | This is Money 08/09
What is pension auto-enrolment? Money Mentor | The Times 03/09
Labour war on savers as Reeves plots pension and ISA tax raid | The Express 01/09
We're pension risk takers - here's why we did it | The Times 01/09

Personal Finance

Should I switch to a fixed rate energy deal? | The Times Money Mentor  26/09
UK savers urged to find better deals after several banks cut rates | The Guardian 21/09
The investing trick to protect agains Labour's capital gains tax grab (and you've only got 50 days to use it!) warns Jeff Prestridge | This is Money 04/09
What is 'Bed and ISA' and should you act now? | MoneyWeek 03/09
Could you lose out to a Labour capital gains tax raid? How investors could be a hit and how to avoid it | This is Money 02/09

Markets 

Rightmove bidder ups offer; China stocks in best week since 2008| The Standard | The Standard 27/09
Europe's STOXX 600 falls a day after Fed-fuelled rally | Reuters 20/09
Next loses in on £1bn profit as it continues to defy retail gloom with bumper sales | This is Money 19/09
Is it the right time to invest in the UK stock market? | City AM 19/09
More time for next interest rate cut after jobs and wages numbers cool | Evening Standard 10/09
How to spot a FTSE takeover target: The undervalued shares that could attract a bid...  | This is Money 10/09
Barratt profits crumble as high mortgages rates and inflation hit housebuilding |  Evening Standard 04/09
Currys handed Euro 2024 and AI boost as sales rise | This is Money 04/09

Columns

I want to buy a Ferrari and spend £18k a year on holidays - how should I invest my £1.3m?'|  The Telegraph 26/09 
'Financial advisors refuse to help me with my 'small' inheritance' | The Telegraph 19/09
Next closes in on £1bn profit as it continues to defy retail gloom with number sales | 18/09
‘I’m retiring at 73 with £1.25m saved – how can I indefinitely provide for my daughter?’  |  The Telegraph 12/08
I got scammed and went in to debt at university, but here’s how you can avoid it |  inews 10/08
‘I’ve worked at Waitrose for 35 years – can I retire comfortably on my £180k pension?’ |  The Telegraph 09/08
The Notebook: Investing in what you  know has lost its relevance in 2024 | CityAM.com 05/09
'My grandchildren's Junior ISAs have performed pitifully - how can I salvage them?' |  telegraph.co.uk 05/08

August 2024

Platforms/investments  

It's the year of the bond – here's how to get a slice of the action |  investmentweek.co.uk 02/08
interactive investor unlocks retail investor access to UK Treasury Bill market | This is Money 20/08
50 of the best funds and investment trusts: Our experts reveal their top ideas | MoneyWeek 21/08
Look, but don’t touch: Do investment apps encourage money movement? | | Portfolio Adviser 28/08

Pensions

Interactive Investor offers Sipp investors up to £2,000 to switch | This is Money 09/08
Are you on track for your dream retirement?  | The Times 10/08
How to get a £1.5m pension pot: the most generous places to work| The Times 11/08
Should you overpay your mortgage or save into your pension?| Trustnet 15/08
The four biggest pension regrets — and how to avoid them| The Times 25/08

Personal Finance

Bank of England finally cuts interest rates - what it means for your mortgage and savings | Mirror Online 01/08
Time’s running out to grab the best savings rates| The Times 04/08
Where can families find the best back to school bargains? | The Independent 09/08
Student loan repayments explained (and why clearing the debt could be a bad idea)  | The Telegraph 15/08
How Rachel Reeves could help savers in the Budget as banks cut interest rates | inews.co.uk 15/08
How millions of savers are being locked out of top rates - and how to find the best accounts |  The Sun 17/08
Cut, hold or hike?: This is Money's alternative MPC's September meeting call |  This is Money 20/08​​​​​​​
​​​​​​​When to tell your kids about their Jisas |  Investors Chronicle  29/08
What key money advice would finance experts give to their younger selves? |  The Independent 30/08​​​​​​​
Expert urges taxpayers to try "every trick" to avoid Labour Budget raid |  Express.co.uk 29/08

Markets 

Barclays announces $960 mln buyback, lifts outlook as investment bank shines |  Reuters 01/08
Tesco may be a stock to add to your shopping list if you are seeking more exposure to British shares | This is Money 09/08
With more interest rate cuts on the horizon, turn to the fabulous Footsie to SHIELD your income now | This is Money 16/08
JD Sports enjoys higher sales as it pursues global expansion | The Independent 22/08
Prudential profits hammered by 'market fluctuations' and interest rate hikes |  This is Money 28/08

​​​​​​​Columns

'I have a £240k investment portfolio – should I switch to lucrative US stocks?'  | telegraph.co.uk 01/08
'How do I make the most of my war pension?' |  telegraph.co.uk 05/08
'I'm 52 and want to retire at 60 – how do I supercharge my Sipp?'| telegraph.co.uk 08/08
'I'm an investment banker earning £195,000. Can my portfolio help me afford a less stressful job?'|  telegraph.co.uk 15/08
'We have £3.25m, no mortgage and no kids – do we have enough to retire?' |  This is Money 28/08
'I made big losses after moving £33k into high-risk investments – can my portfolio recover?' |   telegraph.co.uk 29/08

July 2024

Platforms/investments  

It's the year of the bond – here's how to get a slice of the action | Moneyweek 02/07
interactive investor unlocks retail investor access to UK Treasury Bill market | investment week 24/07
50 of the best funds and investment trusts: Our experts reveal their top ideas | This is Money 26/07
Savings rates are destined to fall – here’s where to invest now | The Telegraph 27/07

Pensions

How to crack investing for retirement income | The Times 04/07
Couples could boost pension pot by £410k – here’s how | inews 12/07
How do parents avoid damaging their pensions if they stop work to care for children | This is Money 16/07
Nearing retirement? Experts reveal what you can do with your pension pot | inews 19/07
Savers spared the hunt for lost pension pots | The Times 20/07
Entrepreneurs, are you paying enough into your pension? | The Financial Times 27/07

Personal Finance

Energy price cap falls: How much you’ll save and whether to fix your tariff in 2024 | The Telegraph 01/07
What a Labour landslide could mean for your mortgage as Keir Starmer takes power | Express.co.uk 05/07
3 ways to talk to your friends about money | stylist.co.uk 16/07
Are NS&I Premium Bonds worth it? | The Times Money Mentor 17/07​​​​​​​
Four years after pandemic shock, UK household saving stays high  | Reuters 22/07​​​​​​​
UK businesses say ‘worst yet to come’ after Chancellor flags spending shortfall​​​​​​​ | EveningStandard.co.uk 30/07​​​​​​​

Markets 

UK stocks: Inflows jump 836% in the run-up to Labour election win​​​​​​​ | Moneyweek 04/07
How to cash in on Labour’s housing revolution​​​​​​​ | The Telegraph 17/07
EasyJet forecasts record-breaking summer as profits jump​​​​​​​ | The Guardian 24/07
Lloyds hikes dividend but profits slump as mortgages struggle and savers seek better rates​​​​​​​ | This is Money 25/07

​​​​​​​Columns

‘Help! I have a £250,000 portfolio – and just 10 years to make it grow’  | The Telegraph 04/07
The Notebook: The stocks dominating retail investment this month​​​​​​​ | City AM 10/07
At 66, can I generate £10,000 a year from a £200,000 pension?’​​​​​​​ | The Telegraph 04/07
‘I have a £165,000 Sipp in my 50s – should I take on more risk to retire early?​​​​​​​'| The Telegraph 18/07
‘I’m 50 and save £20k a year into my pension – should I invest it elsewhere?​​​​​​​ | The Telegraph 25/07​​​​​​​

June 2024

Platforms/investments  

It's the year of the bond – here's how to get a slice of the action | thetelegraph.co.uk 01/06

Pensions

Over 1million people missing out on hidden pay rise - how to avoid losing out on £250,000 free money | The Sun 02/06
The pensioners who refuse to stop working | The Times 01/06

Personal Finance

How to invest £10,000 at every stage of your life... and you could turn it into a staggering £332,000 | Daily Mail Online 03/06

Markets 

MIDAS SPECIAL: Yes, the UK market is bursting back to life - and here are four stocks to prove it | This is Money 03/06

May 2024

Platforms/investments  

The best investment platforms for beginners  | Moneyweek 29/05
Hargreaves Lansdown suitors can still save deal| The Times 29/05
Interactive Investor launches new managed Isa - how does it compare?| The Times 29/05
Why we need more than a British Isa to move the dial on UK smaller companies Online | Which? News 25/05
Which investment platform has the lowest fees? | ft.com 24/05
MoneyWeek Readers' Choice Awards Winners 2024 | Moneyweek 23/05
Hargreaves Lansdown expands range of managed funds | Moneyweek 23/05
How fat fees put Hargreaves Lansdown in the crosshairs| Telegraph.co.uk 12/05
My Isa has £24,000 in shares, trusts and ETFs - what's the cheapest investment platform? | The Times 08/05
Amateur investors on par with City fund managers | The Times 08/05
Latest investment trends revealed | MoneyWeek 08/05

Pensions

Seven ways to retire early | Moneyweek 29/05
Self-employed and no pension. You need to start saving now | The Times 26/05
Four ways to boost your state pension | Times Money Mentor 26/05
Should you make use of pension tax breaks before the election | The Times 11/05
Pension pot values are up 16% - but women still have less saved | inews.co.uk 09/05
My handy way to boost your state pension by £667 a year - full list of pros and cons | The Sun 06/05
Can you afford to retire early? | FT.com 03/05

Personal Finance

Twelve ways YOU can make money from the Wall Street boom: Experts reveal the overlooked stocks that could help small UK investors cash  | DailyMail Online 31/05
Nationwide to pay £100 bonus to customers again and launches a 5.5% savings bond | Moneyweek 23/05
Bonds: what are they and how they work | Telegraph.co.uk 12/05
As world lurches from crisis to crisis, experts share their 24-carat advice on... How - and when - to GO FOR GOLD | This is Money 12/05
Mortgage holders hoping for relief on their payments dealt a blow, say experts | The Independent 09/05
The 21 top investment funds insiders recommend more than any others to grow your money | DailyMail Online 07/05

Markets 

Auto Trader shares hit record high as FTSE 100 group cashes in on 'robust' second-hand car demand  | DailyMail Online 30/05
Energy price cap to fall: How much you’ll save and whether to fix your tariff in 2024 | Telegraph.co.uk 24/05
What does cooling inflation mean for house prices and mortgage rates? | cityam.com 24/05
UK retail investors increasingly betting on India, new data shows | Evening Standard 21/05
Bitcoin and other cryptos rally as investors eye US regulator's spot ether ETF decision | Daily Mail Online 21/05
FTSE 100 hits new closing high after UK economy escapes recession with fastest growth since 2021 – as it happened | The Guardian 10/05
Drivers abandon Direct Line after insurance premium hikes| This is Money 08/05
How YOU can cash in on the stock market 'feeding frenzy': These ten UK companies are ripe for a takeover bid  | DailyMail Online 07/05

Columns 

'I've £240k invested in US tech and commodities. Is this a mistake?' | Telegraph.co.uk 23/05
'I doubled my pension to £745,000 after being sacked – can I retire at 60?'| Telegraph.co.uk 09/05
The Notebook: Where are retail investors putting their money? | cityam.com 08/05
'My parents were financially illiterate – how do I avoid their fate and save £500k?' | Telegraph.co.uk 08/05

April 2024

Platforms/investments  

Stamp duty slammed as 'lose-lose tax' as a levy 'damaging' UK economy | GB News 28/04
Bonds are a safe haven for DIY investors, but be clear about objectives  | The Times 16/04
What are shareholders voting rights and why do they matter? | MoneyWeek.co.uk 16/04
Government bonds are boring - but not if you're a high earner | The Times 13/04
Maxed out your ISA? Gilts are proving a popular option for investors | Which? 13/04
How to pay less and make more money from your investments  | The Times 13/04
Private investors ramp up gilt purchases  | FT.com 12/04
Britain must cut stamp duty on share trading to revive flagging stock market, leading City brokers say | Daily Mail Online 06/04
UK's most popular investment as ISA deadline approaches isn't a stock or fund: it's a gilt | Evening Standard 05/04
Fundsmith Equity tops most-bought list despite ‘doghouse’ performance | CityAM  03/04
Fundsmith Equity regains top spot as ii's most-bought fund | Investment Week 03/04

Pensions

Fresh pension scandal as retiring abroad could cost British pensioners £160k  | Express.co.uk 21/04
Retiring abroad could cost you £160,000   | The Times 13/04
'I lost track of my pension': The people building their own pot for life| i-news 12/04
Should you ease into retirement with part-time work?  | MoneyWeek.co.uk 09/04
Will you have to pay tax on your state pension? | The Times 06/04
The party will soon be over for baby boomers| Telegraph.co.uk 05/04
Should you maximise your annual tax-free pension allowance? | MoneyWeek.co.uk 03/04
Triple lock means pensioners are more than £800 better off this April| inews.co.uk 02/04

Personal Finance

'I'm an investment expert - this strategy works best for ISA investors' | Express.co.uk 28/04
Pay off debts or save? Money expert explains where your cash is best spent  | Mirror Online 28/04
Ten stocks to invest in NOW to profit from Rishi's defence spending boost | Daily Mail Online 28/04
Is it time to cash in on the GOLD TUSH? Mining stocks could provide a glittering opportunity | Daily Mail Online 27/04
Are Gen Z really worse off than previous generations? | The Times 20/04
20 dirt-cheap British stocks experts say could make you a fortune | Daily Mail Online 14/04
Its time to make your  own Great British ISA: The lack of love for UK firms means you may be in for a bargain | Daily Mail Online 13/04
How does the new multiple ISA rule work?  | MoneyWeek.co.uk 09/04
Are YOU an Isa early bird? The benefits of investing on day one every tax year | Daily Mail Online 06/04
Salary sacrifice: how British workers can take home more by getting paid less  | The Guardian 06/04
Declutter and switch bank accounts – how to spring clean your finances | inews.co.uk 05/04
Gold or gilts: which is best for inflation protection? | FT.com 04/04
Should you stick major banks like Barclays and HSBC into your Isa? There are bargains for bold investors... | Daily Mail Online 02/04

Markets 

Barclays profits hit by subdued mortgage lending and lower customer deposits | Daily Mail Online 25/04
Fresh concerns for luxury market as Gucci owner Kering issues profit warning​​​​​​​ | Daily Mail Online 24/04
Lloyds profits sink on saving and mortgage competition - but it lifts house price forecast | Daily Mail Online 24/04
AB Foods shares soar as Primark owner eyes 'significant growth' | This is Money 23/04
Tesco boss Ken Murphy set to be rewarded with £10million salary after riding after huge rise in Clubcard customers and online sale surge | Daily Mail Online 21/04
EasyJet narrows winter losses as holiday demand strengthens ahead of summer  | Daily Mail Online 18/04
Entain's performance in the UK and Ireland dampened amid regulatory changes| Daily Mail Online 17/04
Bitcoin halving: should you invest now?  | The Times 13/04
Tesco serves up some good news on inflation front as pre-tax profits hit £2.3 billion: reaction| The Scotsman 10/04
ASOS under pressure as GEn Z shoppers switch to Shein | CityAm.com 09/04
When will interest rates fall and will the Fed, ECB or BoE be the first to take the plunge?  | Daily Mail Online 09/04
I have no problem investing in China — if there’s money to be made | The Times 06/04
High interest rates blamed as house prices fall for first time in six months| inews.co.uk 05/04
Will the high-flying US stock market stumble if rate cuts don't arrive? INVESTING SHOW | Daily Mail Online 04/04
Tesla sales slump wipes $35bn off Elon Musk’s electric car giant  | Telegraph.co.uk 02/04
Nationwide reveals ‘subdued’ housing market despite strongest growth since mini-Budget| MoneyWeek.co.uk 02/04
Nanoco eyes new chapter after Samsung settlement and attempted boardroom coup | This is Money 02/04

Columns 

I have £300,000 invested in a pension - how can I leave it to my six grandchildren? | This is Money 26/04
‘I’m 50, with £750,000 saved – can I afford to retire early?' | Telegraph.co.uk 25/04
I'm 28 and have £100,000 in ISA savings - but my portfolio is awful | Telegraph.co.uk 18/04
The Notebook: Why everyone's investing in gilts | CityAM 16/04
'Can I afford an extortionate house after putting my three boys through private school?'  | Telegraph.co.uk 15/04
My eight-year journey to become a homeowner at 31 | inews.co.uk 12/04
'I'm 25 and have £30,000 saved - how can I buy a house?' | Telegraph.co.uk 11/04
‘Can I grow my pension to £500k in 12 years with these three funds?’ | Telegraph.co.uk 04/04

March 2024

Platforms/investments  

As 'unpatriotic' tax favours foreign firms, investment chiefs demand: Axe stamp duty on shares to save UK stock market | Daily Mail Online 31/03
Stocks and shares Isa transfer and cashback deals you can still get| Daily Mail Online 29/03
Stocks and shares Isa switching offers: are they any good? | Which? News 28/03
Britain's top-rated funds – as picked by analysts | investorschronicle.co.uk 27/03
AJ Bell to slash investing fees and boost savings interest from 1 April - how does it compare to its rivals? | Daily Mail Online 27/03
Revealed: UK’s biggest ISAs stand at more than £11.6 million each | Moneyweek 26/03
Late surge of investment into VCTs as tax year deadline looms | Ft.com  29/03
Best stocks & shares Isas: Pick the right investment account  | This is Money
Scrap stamp duty on shares, says investing giant Interactive Investor  | This is Money
The best stocks and shares ISAs for investors' | Investors' Chronicle
ISAS: the nation's tax-free favourite turns 25 | Ft.com
How to make the most of new ISA rules  | Which? News 14/03
Sorry Ernie, I'm ditching NS&I. It's all about the ISA now | The Times 13/03
Should I buy new or existing gilts?  | Ft.com  07/03
Scrapping 'pernicious' tax on buying shares would help revive Britain's flailing stock market | Daily Mail Online 10/03
Growth funds dominate in February as Jupiter India and Scottish Mortgage rank most popular | investmentweek.co.uk 05/03
I'm an investor and I'm backing the British Isa's extra £5,000 tax-free | Daily Mail Online 07/03
Do we really need another Isa allowance?| Ft.com 06/03
Interactive Investor: The myth of the ‘typical’ female retail investor | Portfolio Advisor 07/03
Interactive Investor: Growth funds favoured in February led by Jupiter India | Portfolio Advisor 05/03

Pensions

So what age will YOU get a pension? After Waspi debacle, here's what you need to know to avoid being left with a gaping hole in your finances | Daily Mail Online 29/03
I work 60 hours a week and still can't retire until 80 - I'm terrified over my lack of pension and feel like a failure | The Sun 28/03
More than 70% relying on state pension as gold-plated schemes decline  | inews.co.uk  26/03
Saving for retirement: ISAs vs. SIPPs | Moneyweek 26/03
5 ways to close the gender pension gap   | Moneyweek 08/03
Use your tax-free ISA to boost your retirement | The Times
How increasing pension contributions boosts your child benefit  | Moneyweek
Pension freedom a decade on: what have you done with yours? | The Times
Women still have 48% less in their pensions than men by age of 45 |  inews.co.uk 08/03
180,000 families may lose £3k child benefit and get less state pension - will you? | inews.co.uk 08/03
'It's already not enough': The people fearing end to state pension |  inews.co.uk 01/03

Personal Finance

I keep their Junior Isa secret — so they don’t blow it in Ibiza | The Times 30/03
Where experts are investing their Isa - and the most popular funds revealed | Daily Mail Online 27/03
Isa vs pension: Which one should you invest in? | Daily Mail Online 27/03
Who owns the junior ISA? How to protect your child’s money from unexpected life events | Moneyweek 26/03
Budget 2024: Child benefit to be paid to more families   | Moneyweek 06/03
Spring Budget 2024: How does National Insurance cut impact you? | CityAm 06/03
Revealed: Exactly how much Chancellor's stealth tax raid will cost YOUR family (no matter what Jeremy Hunt says tomorrow) | Daily Mail Online 05/03
Two million set for 'stealth tax' rise in next year without Budget help | inews.co.uk 01/03
Smart Ways to use your ISA| Investors' Chronicle  14/03
How to build up a stocks and shares ISA at any stage of your life| Daily Mail online 16/04
How many funds is too many in the ideal investment portfolio?|Telegraph.co.uk 14/03
How can you make your ISA investments greener| inews.co.uk
How to get 4.6pc on your savings (without worrying about tax) Telegraph.co.uk 
Consider a Bed and ISA now - the investing trick to beat a tax raid| Daily Mail Online 19/04
How to invest in an ISA to deliver income of £10000 a year TAX-FREE | Daily Mail Online 20/04
Want to get rich? How an ISA makes it a piece of cake - and why tax-free saving is about to get much better | This is Money 20/03
Is it best to keep a Junior ISA secret until your child turns 18? This is Money 22/03
Student loan repayments explained (and why clearing the debt could be a bad idea)  |Telegraph.co.uk 22/03

Markets 

Ocado Retail sales soar as customer numbers nudge beyond 1million | Daily Mail Online 26/03
What Nationwide’s swoop for Virgin Money will mean for you   | The Independent 07/03
Nigel Farage warns debanking row with NatWest is 'far from over' | Daily Mail Online 06/03
Spirent shares jump 60% as it accepts £1bn bid from US rival Viavi | Spirent Communications | The Guardian 05/03
Mondi strikes £5.1bn deal to buy rival packaging giant DS Smith |  Daily Mail Online 08/03
US jobless rate rises to two-year high while wage growth slows – as it happened | Business | The Guardian 08/03
Entain says gambling regulations will hit 2024 earnings | Daily Mail Online 07/03
Legal & General profits dive despite surge in bulk annuity deals |  Daily Mail Online 06/03
Older investors target growth and technology | The Times
FTSE 100 surges amid hopes for interest rate cuts | Telegraph.co.uk 12/03
Berkeley Group 'weathers the storm' as homebuyers consider a return | Daily Mail Online 15/03
House market in south and east stays 'challenging' warns Persimmon | Evening Standard 12/03
Zara owner Inditex's profits soar as it fends off Shein challenge | Evening Standard 13/03
What is the UK inflation rate 2024 and what does it mean for you? | Times Money Mentor The Times  20/03
Marmite maker Unilever to cut 7500 jobs under £14m CEO's shake-up | Evening Standard 19/03
Granolas, 11 stocks which - Goldman Sachs says - can take on the Magnificent Seven | Daily Mail Online 25/03
Next says shoppers are 'investment dressing' - spending more on better clothes  | This is Money 21/02

Columns 

We must axe stamp duty on shares to revive the UK market: says Interactive Investor boss RICHARD WILSON| This is Money 31/03
'We are retired with a joint income of £100,000 – should we diversify our portfolio?' | Telegraph.co.uk 28/03
The Notebook: When will the Bank of England begin cutting interest rates?   | CityAM 06/03
'I've got 40pc of my portfolio in just two stocks. What should I do?' | Telegraph.co.uk 10/03
The Notebook: Metro Bank's cost-cutting drive spells trouble for challengers| CityAM 19/03
I'm ready to enjoy retirement - how can I maximise my £46,000?  | Telegraph.co.uk 21/03

February 2024

Platforms/investments  
How to get £5,000 by switching investment platform – but time is running out   | Telegraph.co.uk 05/02 
Investing platforms Hargreaves Lansdown and II offer up to £5k to transfer  | Daily Mail Online 06/02
Platform fees' huge impact on customer Isas revealed  | Money Marketing 23/02
Direct investment platforms: Sales drop off as new competitor surges into the field | cityam.com 22/02
Hargreaves Lansdown: a former upstart targeted by new digital rivals | ft.com 20/02
Hargreaves Lansdown – what are the fees, is it worth it, and how it compares with AJ Bell     | telegraph.co.uk 19/02
Your guide to investing in the US stock market | thetimes.co.uk 03/02
Barclays Smart Investor scraps £4 minimum monthly fee and fund dealing charges  | Daily Mail Online 07/02
Barclays Smart Investor scraps £4 minimum monthly fee - how does it compare to its rivals?      | MoneyWeek 03/02
Hargreaves Lansdown and Interactive Investor unlock new gilt issues for DIY investors | This is Money 26/02
Have you got the cheapest Isa? A guide to the fees and charges  |  telegraph.co.uk 17/02
'I'm investing £3,000 a month – can I retire at 50?' | Investors' Chronicle investorschronicle.co.uk 16/02
Freetrade launches £2,100 free share offer for Isa and Sipp transfers     | Daily Mail Online 28/02

Pensions
'Comfortable retirement' costs rise by £4,500 a year - Investors' Chronicle | Investorschronicle.co.uk 07/02
Pensioners will need £8,000 more than last year to have a modest retirement | inews.co.uk 07/02
Couples now need an astonishing £59,000 for a comfortable retirement - so is YOUR pension pot on track? | Daily Mail Online 07/02 
Pension savings could be boosted by £720 a year thanks to vital tax relief: ‘Keep an eye out!’ | gbnews.com 07/02 
How to claim higher rate tax relief on pension contributions in the UK   | Times Money Mentor 11/02
How to pay less for your pension: Providers and fees to know about  | telegraph.co.uk 10/02
What you get on maternity leave – and how to land extra company perks  | telegraph.co.uk 10/02
We must do something now to avoid a pension crisis  | The Times 11/02
Singletons need £187k more in their pension than couples for modest retirement   | inews.co.uk 14/02
Single people need almost £200,000 more in their pension than couples for 'comfortable' retirement | Daily Mail Online 14/02
Women need to work an extra 19 years to close gender pension gap  | Which? News 15/02
Britons risk falling £600,000 short of a comfortable retirement  | telegraph.co.uk 17/02
Why you need a £1 million pension for a comfortable retirement | MoneyWeek 21/02
The 'investment pathways' that could drain your pension | Which? News 31/01

Personal Finance

Interest rates won't fall due to 4% inflation, says Bank boss | BBC News 14/02
As the Isa deadline approaches, it’s time to do your homework  | The Guardian 05/02
UK retail investors rush back into global equities  | ft.com 07/02
‘Bed and Isa’ requests soar as CGT and dividend allowance cuts loom | ft.com 08/02
The true cost of Sunak’s stealth tax raid on middle class families |telegraph.co.uk 10/02
How a Bed & Isa can protect you from a looming tax raid | Daily Mail Online 13/02
Isa investors eye overlooked UK stocks and tech |ft.com 16/02

Markets 
The compound investment 'tipping point': When do your returns double what you put in? | This is Money 02/02
As the Isa deadline approaches, it’s time to do your homework | Isas | The Guardian 05/02 

Columns 
‘Do Scottish Mortgage and Smithson belong in my £360,000 retirement fund?’ | telegraph.co.uk 01/02

Victoria Scholar Columns

Victoria Scholar: The economic clouds are parting - for housebuilders, at least| Cityam.com 08/02
‘We’re both retirees – how can we invest £570k to pay for our holidays?’| telegraph.co.uk 08/02
‘My adviser of 20 years manages my £1.3m portfolio for 1pc – am I paying too much?’| telegraph.co.uk 22/02
'I'm 60 and want to retire. Will my £500,000 be enough?'| telegraph.co.uk 29/02
‘We’re both retirees – how can we invest £570k to pay for our holidays?’| telegraph.co.uk 08/02

January 2024

Platforms/investments  
The 'investment pathways' that could drain your pension | Which? News 31/01
Gen Z portfolios outperform older peers: How Britons invested in 2023 | Daily Mail Online 22/01
Should you put all your investment eggs in one basket? | ft.com 18/01

Pensions 
The best pensions for 2024 | telegraph.co.uk 14/01
The £30k cost of picking the wrong pension | telegraph.co.uk 31/01
How to get a £1million pension boost with your employer | MoneyWeek 15/01 

Markets
The compound investment 'tipping point': When do your returns double what you put in? | Daily Mail Online
Dividends divide: regular income or lost opportunities? | ft.com 25/01

Columns 
‘Now we’ve reached our 70s, should we make our portfolio less risky?’ | telegraph.co.uk 18/01
Victoria Scholar: Women and youngsters the biggest winners amongst retail traders | CityAM 26/01
I'm a 31-year-old personal finance expert and this is how I manage my money | Daily Mail Online 15/01 
‘I cashed in my £600k final salary pension but my investments are flat – what should I do? | telegraph.co.uk 12/01