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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Two in five UK adults will need to use their own savings to cover funerals
Two in five (42%) UK adults expect to need to use their own savings to cover high funeral costs, according to research…
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AJ Bell launches Money Market MPS with zero AMC
AJ Bell Investcentre today announced the launch of a new Money Market MPS with no annual management charge (AMC). The portfolio, managed…
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Rathbones adds Global Sustainable Bond Fund to fixed income suite
Rathbone Unit Trust Management Limited has announced the launch of the Rathbone Greenbank Global Sustainable Bond Fund on 30 November 2023. The…
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The P1 Platform launches customer mobile app
The P1 Platform (P1) today launches its customer app to allow advised clients to see their platform account anytime, anywhere. P1 says that…
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Equity release rates cut as lenders improve offers
The equity release market has seen lenders cut rates since the start of this month, according to the latest analysis from Moneyfactscompare.co.uk. Rachel…
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PFS celebrates over 100 new Chartered and Fellow members in graduation ceremonies
On Friday (24 November) the Personal Finance Society (PFS) celebrated the graduation of 57 Fellows and 58 Chartered members in two ceremonies at Westminster…
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What is in store for investment markets in 2024?
Ernst Knacke, Head of Research at Shard Capital, has given his 2024 outlook for investment markets. He said: “As we enter the festive…
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Norton Broker Services partners with Legal & General Ignite to reinforce commitment to personalised and cutting-edge solutions for customers
Norton Broker Services has partnered with Legal & General Ignite, the free and integrated mortgage research and product sourcing platform. Following its recent partnership…
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GoHenry launches new Plus membership allowing kids & teens to earn interest on their savings
GoHenry announces the launch of its new Plus membership in the UK, giving kids the chance to earn interest on their savings. …
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Smooth audit still key objective when it comes to year end pensions accounting, according to LCP poll
A smooth audit with no surprises topped the list of year-end accounting objectives in a recent LCP webinar poll of over 70…