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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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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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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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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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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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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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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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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COP 28: Will it be different this time?- Mirabaud Group
By John Plassard, senior investment specialist at Mirabaud Group COP 28 is taking place in very special circumstances: although the Paris Agreements…
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CISI appoints Chris Clark and Sushil Saluja as new members of the Board
The Chartered Institute for Securities & Investment (CISI) Board have appointed Christopher Clark Chartered MCSI and Sushil Saluja as new members of…
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Three sustainable fund picks for COP28 – One Four Nine
Written by Rosie Cook, Investment Analyst at One Four Nine Portfolio Management Whilst recent geopolitical events (the energy crisis and Russian/middle eastern…
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Almost £500 million in underpayments identified as DWP looks to rectify state pension scandal
The government has now identified almost £500 million in state pension underpayments between 11 January 2021 and 31 October 2023 as part…
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Rathbone Unit Trust Management renamed Rathbones Asset Management
Rathbone Unit Trust Management Limited (RUTM) today announced that it is to be renamed Rathbones Asset Management Limited (RAM), effective 30 November…
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Liontrust appoints Kristian Cook as Head of UK Distribution
Liontrust has appointed Kristian Cook as Head of UK Distribution. Under Kristian Cook’s leadership, the UK single strategy and Multi-Asset sales teams are…
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Mortgage fees and choice of incentives on the rise
Lenders are offering more fixed deals with incentives since the start of November 2023, but analysis by Moneyfactscompare.co.uk also reveals the average mortgage fee…
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FS firms struggling to use data essential to their survival
Against an unsettled economic and political backdrop, and concerns of another looming recession, a new study shows that third (33%) of leaders…
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Employers contributing £39 billion a year to private sector workplace pensions
Analysis from Broadstone of the latest DWP workplace pensions data uncovers the vast contribution to worker’s pensions made by employers and through government tax…
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COP28 may be do or die for 1.5°C aspirations – Aegon AM’s Thomson
With the UN’s annual climate conference kicking off today in Dubai, Ritchie Thomson, senior responsible investment associate at Aegon Asset Management, says…