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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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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FSCS investigate German property scheme that holds £600m from the likes of pension investors.
@peter_IFAMAG reads Twitter so you don’t have to. The Financial Services Compensation Scheme investigates The German Payment Group. Formerly The Dolphin Trust…
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The Murmuration of Markets: Don’t be a Starling.
What happens when markets move from utility trading to speculation mode? The rules change: Do you know what those rules are? If…
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Stocks & Shares, Art, Antiques and Property: Peak Uncertainty – Even Elon Musk is off by 245%
Normal life, so say, returns when the nation’s kids go to school, and our young adults flood off to Universities in unprecedented…
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Committed Capital on video
Focusing on the Committed Capital Growth EIS Fund, the pair explore how the fund came about, what its aims and strategies are,…
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The early-stage UK companies growing stronger in lockdown
For professional advisers and paraplanners only. Not to be relied upon by retail clients. The pandemic has created opportunities that some businesses…
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Up close and personal with the Prudential ISA
The Prudential ISA The Prudential ISA, provided by Link Financial Investments Ltd, combines tax-efficient investment with access to the PruFund funds and…
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Why so many active funds underperform…
Clever Adviser Technology have launched a video presentation titled “Are your funds even trying?” which sets out to: Establish why active funds…
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JP Morgan staff to alternate between office and remote work permanently
@peter_IFAMAG reads Twitter so you don’t have to. JP Morgan staff will alternate between home-work and the office permanently, raising questions for…
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Over £30m lost to pension scammers since 2017
A total of £30,857,329 has been reportedly lost to pension scammers since 2017 according to complaints filed with Action Fraud, says the…
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Spotlight on the Dignity Promise
Dignity launched the Dignity Promise^ on 1st October 2019. This is a great enhancement to their range of Funeral Plans and makes…