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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Poised for resilience and potential price appreciation
By Daniel J. Ivascyn, Alfred T. Murata, Joshua Anderson, Esteban Burbano We see meaningful value in high quality, more liquid bonds that…
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HMRC launches new campaign to pursue unpaid tax from crypto investors
HMRC has today launched a new campaign to encourage people to come forward and disclose any unpaid tax on crypto assets such as exchange…
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Savers rush to fixed-rate accounts before interest is cut – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on the latest Bank of England Money and Credit data. She said: “Savings rates…
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Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte
Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid assets. But with…
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Artemis to launch its Leading Consumer Brands Fund
Artemis has confirmed the launch this week of its latest fund, designed to tap into the increasing appetite of the world’s ever-larger…
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Opportunities in Private Credit: Stepping In as Banks Step Out
By Jamie Weinstein, John Murray, Jason R. Steiner, and Kristofer Kraus, portfolio managers at PIMCO As banks pull back from many types…
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OPDA welcomes Government pilot projects for digital homebuying solutions
The Open Property Data Association (OPDA) has warmly welcomed the Government launch of pilot projects to explore digital solutions to improve the…
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Personal investment firms that give bad advice to hold capital for redress
The Financial Conduct Authority (FCA) has today announced proposals to require personal investment firms to set aside capital so that they can cover compensation…
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SimplyBiz launches additional support package for discretionary wealth management firms following regulator’s ‘Dear CEO’ letter
Award-winning compliance and business support provider, SimplyBiz, has announced the launch of a range of support for discretionary wealth managers and DFMs…
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Partners and Employees of St. James’s Place Scale New Heights for Charity
Partners and employees of St. James’s Place scaled new heights this month, as they took on one of the worlds hardest and…
