IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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Rachel Reeves’ rumoured crackdown on gifting in order to increase IHT
The value of “gifts out of surplus income” rose 177% to £144 million in the 2023/24 tax year*, up from £52 million…
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of…
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4 in 5 advisers spending more time discussing implications of IHT on pensions
Incoming inheritance tax liability (IHT) on pensions is forcing change in how financial advisers spend their time and what they discuss with…
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Financial Ombudsman Service consults on changes to its case fees
The Financial Ombudsman Service is consulting on changing its case fee structure which would see businesses pay less for complaints which are…
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Rumoured lifetime gifting cap risks stifling intergenerational support and adding complexity to tax system
With many rumours circulating in the national media around the implementation of a cap on lifetime gifting, first reported by the Guardian, Rachael Griffin, tax and financial…
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Quilter remains most recommended adviser platform but Aviva narrows gap
Quilter is the most recommended adviser platform by value for the first half of 2025, retaining its top spot for the second…
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The decent homes standard: what landlords need to know
Written by Allison Thompson, National Lettings Managing Director, Leaders Romans Group The Government is preparing to extend the Decent Homes Standard to…
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Want to make your summer holiday permanent? Don’t forget about your pension
Standard Life‘s Dean Butler answers key pension questions for those looking for something more long-lasting. Dean Butler, Managing Director for Retail Direct…
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Over 20 savings providers slash variable rates reports Moneyfacts
Less than a week since the Bank of England Base Rate cut, Moneyfactscompare.co.uk reveals more than 20 savings providers have slashed variable rates.…
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Mortgage compliance teams could become more important, not obsolete
Written by Dawid Kotur, CEO of Curvestone Nobody knows exactly how AI will reshape mortgage compliance, but here’s one compelling vision: Mortgage compliance…
