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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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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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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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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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IA and Thinking Ahead Institute publish benchmark report on EDI in UK’s investment management industry
The Investment Association (IA), alongside WTW’s Thinking Ahead Institute, has today published an industry-wide data report on equity, diversity and inclusion (EDI)…
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Aegon welcomes new pensions minister
Kate Smith, Head of Pensions at Aegon, welcomes Paul Maynard as the new Pensions Minister. “We welcome Paul Maynard as the new…
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UK Department for Science, Innovation & Tech commends new CISI ethical AI learning programme
Staying true to its charitable objective of developing high ethical standards for global practitioners in securities and investments, educational charity and professional…
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91% of financial services firms have initiated cloud journey, yet many unable to realize full business value | Capgemini World Cloud Report
· Implementing cloud at scale is critical to harvest the full value of AI investments · One-in-two banks and insurers have not moved their…
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FOI reveals scale of fines paid by wealth managers
FOI request shows FCA fines this year are £3.8 million for the adviser and intermediary, platforms, and wealth management categories But failure…
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Majority of regulated firms do not always complete essential identity checks
More than two thirds of regulated firms (70%) do not always complete essential identity checks when taking on new individual customers, new…
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Has high inflation been a game changer for multi-asset?
IFA Magazine’s latest Webinar held in September, entitled ‘Has high inflation been a game changer for multi-asset?’ was a clear success with…
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Pause in interest rate rises reinforces market stability and buyer confidence – OnTheMarket Property Sentiment Index
The national housing market remained resilient and stable in October, all the more remarkable given the ongoing economic headwinds, high cost of…
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The rise of AI IFAs – What are the risks?
Written by Tom Llewellyn, Partner in the Commercial Disputes Team at Ashfords AI is going to affect every aspect of every business,…
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‘Gateway Surveyors reappointed as panel manager for Hanley Economic Building Society’
Gateway Surveyors has today announced that Hanley Economic Building Society is the latest in a series of high-profile businesses to reappoint it…
