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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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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA…
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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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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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Five tips for property investors juggling multiple incomes, by a tax expert
Exclusives, Mortgage and Property
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean grea…
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Increasingly clients taking tax free cash to gift to younger generations
Nick Nesbitt, Head of Private Client at Forvis Mazars, warns that while more savers are tapping tax-free pension cash to…
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MetLife UK & Reassured complete Three Peaks Challenge raising £36K for Winston’s Wish
Employees from MetLife UK, the employee benefits and protection provider, and life insurance broker Reassured jointly ra…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet B…
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What will Labour’s ‘securonomics’ mean for the UK economy and investments?
Graham Hook, Head of UK Government Relations and Public Policy at Invesco says: “Introduced as Labour’s response to the retreat from ‘hyper-globalisation’ and…
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Redmayne Bentley urges Labour to ‘revitalise’ UK stock market
Following Labour’s landslide General Election victory, investments expert James Igoe, head of the Manchester office at Redmayne Bentley, has commented. He said: “While…
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“Unequivocal clarity” required from new government as advisers pinpoint what today’s election result means for them – and the financial advice profession
With Sir Keir Starmer now formally appointed as the UK’s new Prime Minister, we wanted to know what advisers think his new…
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Tax experts call on new Labour government for new Office of Tax Simplification, clearer anti-avoidance legislation and investment in HMRC skills
The Labour government should consider bringing back the Office of Tax Simplification, clarifying the UK’s anti-avoidance legislation and investing in skills at…
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Housing policy must play a central role from day one of the next government
With the general election winner now fully clear, all eyes will be on the Labour Party regarding their initial manifesto pledges. Currently…
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A new government is an opportunity for a Beveridge moment to tackle the five great ‘evils’ undermining DC pension saving – LCP
Following the result of the General Election, George Currie, Senior Consultant at LCP, is calling on the new government to press ahead…
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Five pension, tax and savings priorities for chancellor Rachel Reeves as Labour enters government
Tom Selby, director of public policy at AJ Bell, comments following UK Election. He said: “With a stonking Parliamentary majority, new prime…
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What does a landslide Labour UK election win mean for the economy?
A secure majority government should reduce political instability for the nation, helping companies and investors to anticipate policy changes says Azad Zangana,…
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“Rarely has a landslide victory for one party been so thoroughly predicted” George Lagarias, Forvis Mazars
As election night comes to a close and results are in, George Lagarias, Chief Economist at Forvis Mazars’ shares his reaction and…
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Will Labour’s election landslide mean a new dawn for the UK property market? Experts share reaction
The massive Labour landslide election victory revealed overnight, has hardly come as a surprise given that virtually all polls conduced in previous…
