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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Emerging markets: favourable currents strengthening beneath choppy waters – Ninety One
By Victoria Harling, Head of Emerging Market Corporate Debt, Varun Laijawalla, Portfolio Manager and Grant Webster, Co-Head of Emerging Market Sovereign &…
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Long-term freeze on means-test thresholds reflects social care policy paralysis
Only one in eight (12%) over-45s who have helped find a loved one a care home think the English adult social care…
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Trailblazer Financial Advisers lead the way to net zero
The Financial Adviser sector took a big step forward on its path to Net Zero today with the launch of a new…
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Dynamic Planner now risk profiles F&C Investment Trust
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment fund, F&C Investment…
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69% of 16- to 35-year-olds want to see their pensions invested in environment and local community
New research from Gresham House, the specialist sustainable investment manager, has found that the majority of young, working adults in the UK…
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More than half admit to ignoring cybersecurity alerts due to information overload at work
New research from CybSafe has shed light on an alarming trend in today’s workplaces. Digital overload and multiple new communication channels are not only reducing…
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BitBaby: SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazine we are showcasing the most innovative and ground-breaking companies…
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Dudley Building Society appoints Andrew Turvey as Chief Risk Officer
Dudley Building Society announce the appointment of Andrew Turvey as Chief Risk Officer, subject to regulatory approval. Andrew brings with him a…
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Vitality finds unemployment is the biggest driver for people cancelling their life insurance policy
Inflation may have reached its lowest level in two years, but new research from Vitality Life has found financial pressures are still front of…
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Legal & General announces new Managing Director for UK Protection and new Commercial Director
Legal & General announces two senior appointments to its Retail Protection team. James Shattock has been appointed Managing Director for UK Protection,…
