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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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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Defaqto launches new pension switching tool
The new tool will allow advisers to provide clients with research-backed intelligence – ensuring compliance around pension switching decisions Defaqto, the…
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FCA returns funds to land banking victims
Between 2005 and 2010, around 800 people invested approximately £32.8 million in unauthorised collective investment schemes established and operated by Countrywide Land…
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The Sunday Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times leads with…
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Footballers and tax schemes
Football and money have been synonymous for a generation as the salaries, image rights and endorsement earnings of footballers (not to mention…
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FCA acts to help customers get better rates for cash savings
Under new rules all firms will have to set a single easy access rate (SEAR) across all easy access accounts. Firms will…
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CBPE to invest in Perspective Financial Group
Perspective is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180 staff, including…
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Boutique manager Charteris Treasury delivers best UK fund performance in 2019
Charteris Treasury Portfolio Managers Limited, the London-based boutique fund manager, has announced that its HC Charteris Gold & Precious Metals fund has…
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Defaqto releases guide to balancing pension freedoms and risk
Over the last five years there have been several key legislative changes, leaving advisers with a requirement to quickly adapt their processes…
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The first Money pages of 2020!
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times is quite…
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