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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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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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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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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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Autumn Statement: Chancellor tinkers with ISA rules but ‘bottles’ opportunity for radical reform to benefit savers
The government has announced a series of moderate changes to the ISA system but, according to AJ Bell, it has failed to…
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Autumn Statement: “Delight” over extension to EIS and VCT sunset clause to 2035
Following the autumn statement, which revealed the government’s plans to extend the VCT and EIS sunset clauses until 2035, experts have been…
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Autumn Statement: ISA gets nicer: shot in the arm for UK investors says HL
Commenting on the Chancellor’s changes to the ISA regime, the team at Hargreaves Lansdown have been looking at different elements of this…
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Hunt’s Autumn Statement NIC cut saves a working couple £1,500 a year – analysis from AJ Bell’s Laura Suter
Laura Suter (pictured) head of personal finance at AJ Bell, comments: “Jeremy Hunt’s decision to cut National Insurance in today’s Autumn Statement…
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Autumn Statement ‘huge leap forward’ in plans to avoid ‘wasting’ £1 trillion in DB pension assets – Steve Webb
The Chancellor’s Autumn Statement announcement of plans to make it easier for well-funded DB pension schemes to run on and build a…
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Autumn Statement: No pre-election give aways on income tax – reaction to Hunt’s announcements including cut to NICs
As Chancellor Hunt reveals plans for the economy, for businesses and for consumers, experts from across the financial services sector have been…
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Property market largely overlooked as Mortgage, Property and Legal experts share their reaction to Autumn Statement
As Chancellor Hunt reveals plans for the economy, for businesses and for consumers, mortgage and property professionals have been sharing their reaction…
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Candriam’s Chosson provides expectations ahead of COP28
Alix Chosson, Lead ESG Analyst – Environmental Investments & Research at Candriam, provides her expectations ahead of COP28: “This year’s COP conference…
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Hunt’s Autumn Statement ‘pot for life’ announcement – pensions experts react
As Chancellor Hunt reveals plans for the economy, for businesses and for consumers, experts from across the financial services sector have been…
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AJ Bell’s Tom Selby shares thoughts as Chancellor confirms bumper 8.5% state pension boost
Following Jeremy Hunt’s announcement that retirees will receive an inflation-busting 8.5% state pension boost from April next year, Tom Selby, head of…