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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Trending Articles
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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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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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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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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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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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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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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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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…
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Four reasons from Downing why advisers should think about inheritance tax for their clients
Tony Sime, Sales Director at Downing, takes a closer look at an increasingly important yet frequently overlooked aspect of wealth management. 1.…
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Scottish Friendly complete successful acquisition of substantial life and pensions book from Canada Life
Scottish Friendly, one of the UK’s leading financial mutuals, today announces the completion of a substantial acquisition of life and pensions policies…
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Brexit and General Election – What’s the Outlook for UK Property?
With Brexit hanging in the balance, a general election now weeks away, persistently low interest rates and high street store closures soaring,…
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Creating a £500m global digital partner
GP Bullhound has acted as exclusive financial advisor to Jellyfish on the strategic investment by Fimalac Group which will also see Tradelab…
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Getting stuck in at Deepbridge
GB Investments talks tech, Brexit, entrepreneurialism and rolling your sleeves up with Deepbridge Capital GB Investments caught up with Deepbridge Capital…
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HMRC Requests Information On Overseas Taxpayers up 24% In a Year
HMRC made 540 requests to overseas authorities for information on UK taxpayers last year, an increase of 24% on the previous year,…