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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Octopus AIM VCTs fundraise launch
For professional advisers and paraplanners only With Octopus AIM VCTs open to new investment, register to hear from senior fund managers in…
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Chartered Financial Planners dismayed over FCSC bill rise
@peter_IFAMAG reads Twitter so you don’t have to. Financial Services Compensation Scheme bill rises for financial planners. Meanwhile, This is Money reveals…
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The next frontier – integrated financial and legal well-being
If there is one topic that none of us want to talk about, it is our own mortality. When people are fit…
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UK retail sales recover and surpass February levels by 3%.
@peter_IFAMAG reads Twitter so you don’t have to. New data shows the UK retail sector recovering following lockdown. Meanwhile, four-fifths of London…
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Sunday’s Money pages; will investors get justice for Neil Woodford’s failures?
According to the Mail on Sunday, investigations so far into the Woodford debacle have been as transparent as Kim Jong Un’s North…
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Women overinvesting in Cash ISAs face low long-term returns
The research by Schroders studied the attitudes to risk of 23,000 people and found that women aged from 18 to 34 were…
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Estate planning for clients with a power of attorney in place
For professional advisers and paraplanners only Meet Barbara and Malcolm. They’ve lost capacity and their attorney would like to honour their wish…
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Greensill Capital’s controversial ‘supply-chain financing’ is missing a holding company.
@peter_IFAMAG reads Twitter so you don’t have to. SoftBank backed Greensill Capital have been accused of concealing risk with controversial ‘supply-chain financing’…
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Harold worries he’s left estate planning too late
For professional advisers and paraplanners only Meet Harold. He and his wife are in their 90s and worry time is running out…
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The Gig Economy is not the future of work
@peter_IFAMAG reads Twitter so you don’t have to. Following a landmark court case against Uber, Sarah O’Conner states the Gig Economy is…