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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Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in its own right. Given…
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Downside protection without forgoing upside
The defensive qualities of listed infrastructure have proved their worth during recent market downturns, but the outperformance of the asset class during…
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BoE – Interest Rates Held
“Today is Mark Carney’s last Super Thursday. Sadly however, there isn’t much ‘super’ about it as the Bank of England Monetary Policy…
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VCT market going back to its roots
Back in the summer, Darius McDermott, Managing Director of Chelsea Financial Services, told GBI Magazine how opportunities abound in the VCT market…
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Planning in practice
Generational changes are impacting the type of advice and service which financial planners will need to give – but does this…
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The portfolio construction debate
When it comes to portfolio management solutions, Brian Tora asks whether today’s greater choice of investment options is necessarily a good thing…
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Better Business – invest in your team
A great financial planning business has a great team working smoothly and effectively together behind the scenes. Tracey Underwood of PACE Solutions…
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EIS going from strength to strength
The changes to the investment criteria for EIS has not dampened the entrepreneurial spirit in the sector, which continues to blossom; Alex…