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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Smart Money People’s H2 2023 Mortgage Lender Benchmark show lenders have largely coped with market turbulence
Smart Money People, the UK’s dedicated financial services review site, has released its H2 2023 Mortgage Lender Benchmark covering mortgage broker opinions on UK…
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Bim Afolami MP speaks at CII President’s Dinner
Russell Higginbotham, CII President and CEO, Swiss Re Solutions, hosted the Chartered Insurance Institute (CII) President’s Dinner yesterday evening (28 November) at…
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Green home improvement products key to attracting and retaining younger buyers, finds Coventry for intermediaries
Research from Coventry for intermediaries has revealed that there is a clear generational difference in attitude when it comes to making green improvements to…
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Adviser community comes together to launch adviser action
A select group of firms from the advisory industry have come together to form AdviserAction, a first-of-its-kind membership organisation, facilitated by sustainable…
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Sustainability disclosure and labelling regime confirmed by the FCA
The FCA has confirmed a substantial package of measures to improve the trust and transparency of sustainable investment products and minimise greenwashing.…
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The EIS Verdict | GBI 41 | December 2023
Welcome to the final issue of GBI Magazine for 2023! If you were able to attend our much-anticipated ‘EIS on Trial’ webinar,…
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IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline mid-December
A new launch, offering IFAs the chance to increase the value of their business, serve orphaned clients and benefit from pre-approved HMRC EIS…
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SIS Ventures launches inaugural Impact Report
Scotland’s first impact investor, SIS Ventures has released its inaugural impact Report, highlighting the positive impacts on people and planet delivered by…
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Using technology to deliver Consumer Duty
Written by Richard Wake, Chief Customer Officer at intelliflo When the Retail Distribution Review (RDR) loomed back in 2012 it was predicted…
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What lies ahead for UK real estate in 2024? – Tom Brown, Ingenious
Written by Tom Brown, Managing Director, Real Estate at Ingenious As interest rate increases continue to bite and the costs and challenges…