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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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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31 pages of transparency
Steve Harris, CEO of Committed Capital, is adamant that “the interests of our investors are central to everything that we do. Investors…
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Straight ‘As’ for EQ Investors in 2020 UN PRI assessment
PRI rating EQ Investors, the B Corp wealth manager recently received its 2020 assessment results from the UN-backed Principles for Responsible Investment…
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UK economy shrank 20.4% in Q2
@peter_IFAMAG reads Twitter so you don’t have to. New ONS data shows the UK enters the worst recession of and G7 economy…
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UK Creative Content EIS Fund invests in Maven Screen Media
The UK Creative Content EIS Fund has invested in Maven Screen Media, a leading media and entertainment development and production company, founded…
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New ONS employment data reveals complex picture different to 2008 crash
@peter_IFAMAG reads Twitter so you don’t have to. Jonathan Athow, Deputy National Statistician, gives his insight into the new ONS employment data.…
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Commercial property purchase via pension scheme
Many businesses are struggling with cash flow at the moment; Steve Woodham (pictured above), senior pensions manager at financial experts Old Mill…
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Not all funeral plans are created equal
A funeral plan is a promise to deliver a funeral in the future. However, not all funeral plan providers, or funeral plans,…
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FCA orders Avacade and Alexandra Associates to pay more than £10m in restitution
@peter_IFAMAG reads Twitter so you don’t have to. Avacade and Alexandra Associates ordered to pay more than £10m in restitution, and the…
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Sunday’s Money pages
The Sunday Times tells that plans to oust Neil Woodford and dissolve his fund may have been considered only a month after…
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Legal & General half year results
Nigel Wilson, Group Chief Executive, reports: “In H1, Legal & General delivered resilient operating profits, a robust balance sheet and highly relevant…