
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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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of Stat…
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AI for pensions: transformative potential, responsible use
The pensions industry is entering a new era driven by the transformative potential of AI. From enhancing operational eff…
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Spectre of inheritance tax sees grandparents’ wills changed after death to skip a generation
As the government seeks to balance the books, even the modestly well-off fear hefty inheritance tax bills. This is drivi…
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UK CPI preview: inflation, rate cuts, and the pound’s path forward
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The UK Consumer Price Index (CPI) will be release…
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Inflation hits 3.8%: industry experts share their insights
The latest inflation data shows the Consumer Prices Index (CPI) has risen to 3.8% in July, up from 3.6% in June, marking…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Commit…
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Costs of privately schooling next generation set to nearly double
With A-level results out yesterday, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inf…
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Paris-style treaty for plastic’ falls flat – what does it mean for investors?
Efforts to establish a global treaty limiting plastic pollution have failed, as more than 170 countries fail to reach an…
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Average UK property price falls 1.3% in August – Rightmove
According to Rightmove House price index- the largest monthly sample of residential property prices and housing market a…
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Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 with BNY Investments’ Richard Parkin
Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income…
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Chartered status is the key to a long, successful career in financial services, building confidence and trust for consumers, says CISI
With this week marking Chartered Week 2025, the Chartered Institute for Securities & Investment (CISI) is delighted to support this important campaign to recognise…
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AIC highlights 50 Investment Trusts that would have made an ISA millionnaire
A total of 50 investment trusts would have made investors more than £1 million if they had invested the full annual ISA…
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Quilter platform sees huge shift to investment outsourcing
Outsourced investments have soared on the Quilter platform this decade, according to new data, as adviser appetite to run their own portfolios…
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Supporting first time buyers in a challenging market: We talk to Buckinghamshire Building Society’s Claire Askham
First time buyers are the lifeblood of a thriving property market, but high interest rates and the impending Stamp Duty changes have…
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FCA finds vast majority of ongoing suitability reviews delivered
The Financial Conduct Authority (FCA) has reported today that it has found that financial advisers are delivering suitability reviews in the vast…
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TYE 2025: Dynamic Planner share the checklist that advisers need for the tax year-end
As the tax year end approaches, Steph Willcox FIA C.Act, Head Actuary, Dynamic Planner shares her short checklist that advisers should consider…
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“The future of retirement advice: building on strong foundations.” Guest insight from BNY Investments’ Richard Parkin
Advisers face rising demand and evolving regulations, but the future is ‘bright’ according to Richard Parkin, Head of UK Retirement at BNY…
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‘FCA review of ongoing advice findings welcomed’ – BNY Investments
Richard Parkin, Head of Retirement for BNY Investments, comments on the findings of the FCA’s review of whether financial advisers are delivering ongoing advice…
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Origo data shows pension transfer times fall as volumes increase
Simpler pension transfers took an average of 10.5 days to complete in 2024, the latest Origo data reveals. This relates to a…