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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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Consumer Duty: One Year On
Consumer Duty launched in July last year, the latest in a long line of regulations aimed at improving transparency and confidence in…
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Nearly two-thirds of working retirees at risk of falling into a tax trap
Nearly two-thirds (63%) of UK over 55s who are working, or plan to work, in their retirement haven’t checked if they could…
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Just Mortgages partners with Co-op Legal Services to support clients with estate planning need
Just Mortgages, one of the UK’s largest mortgage brokerages, has partnered with Co-op Legal Services to provide all clients with a free…
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Old Mill announces new look Board of Directors
Financial experts Old Mill has a new look Board of Directors to steer the company towards future growth and success. The six-strong Board brings…
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Labour needs to implement the building of a new large scale housing estate every single day before 2029 to meet housing targets.
To meet its manifesto pledge of 1.5 million new homes within this parliamentary term, Labour must deliver just over 1,150 new homes…
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Countdown to SDR ‘Sustainability’ Labels Adoption: Morningstar Sustainalytics Outline Challenges and Opportunities for the Industry
With the implementation date for firms to start using the labels laid out in the FCA’s Sustainable Disclosure Requirements (SDR) only three weeks…
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Expert on what to do if an executor isn’t acting quickly enough after the death of a loved one.
An executor or administrator should aim to finalise a deceased’s affairs within 12 months. Here a leading expert explains the four options…
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Robeco launching equity and fixed income strategies
· Expanding current capabilities with new equity strategies and repositioning of existing fixed income strategies · New strategies: Robeco Emerging Markets Climate Transition Equities and Robeco Transition Asian Equities…
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Aegon’s predictions for Labour priorities ahead of first King’s Speech since election win – too early for Pensions Bill?
The King’s Speech forms an important part of the State opening of parliament, which marks the start of the parliamentary year. In…
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Investment industry sets out how to maximise industry and government collaboration for growth
The Investment Association (IA), the trade body for the UK investment management industry, has written to Chancellor Rachel Reeves to outline how…
