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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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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House prices continue to rise at a steady pace, according to the latest Halifax HPI
The UK housing market continued to show signs of resilience in August, with house prices rising by 0.3%—the third consec…
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Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers acces…
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Pepper Money presents shared ownership white paper to Downing Street to push for a more inclusive housing market
The Government is being urged to implement reforms to its shared ownership policy following a visit to Downing Street fr…
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Propertymark: Last chance for MPs to improve Renters’ Rights Bill
Consideration of amendments passed in the House of Lords will be looked at by MPs on Monday 8 September 2025 with Proper…
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The key impacts of Consumer Duty so far and what advisors can expect next | Stuart O’Sullivan, Protiviti UK
Exclusives, Regulation and Compliance
Consumer Duty has just passed its second birthday. How do we as an industry reflect on this regulation? Is Consumer Duty…
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April’s monthly financial services review data update shows improvements across every major metric
Written by Jake Sandford, Head of Data and Analytics at Smart Money People April brought a wave of optimism to the financial…
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Capital Group study reveals investors are diversifying fixed income exposure amidst uncertainty
Against a backdrop of heightened uncertainty, investors are increasing allocations across fixed income sectors, particularly to higher quality bonds, and seeking geographical diversification,…
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Penfold launches salary sacrifice guide to help employers offset national insurance hike
Penfold, the digital pension provider, has launched a comprehensive guide to help employers and advisers understand how salary sacrifice pension contributions can…
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As HPI data shows a house price rise, mortgage and property experts react
With the ONS’s house price index (HPI) showing that prices rose again in the year to March, Paresh Raja (Market Financial Solutions)…
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7.6 million adults take out private medical insurance as health crisis drives rapid growth in protection products
Analysis by Broadstone of the latest Financial Lives Survey from the Financial Conduct Authority uncovers the rapid growth in the take up…
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Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn’s Amal Jolly and Rohit Vaish
For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty…
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Investec arranges £54.6 million loan for two office to residential conversion projects
Investec Bank plc (Investec), a leading international financial services provider, announces that its Real Estate team has provided Signal Capital Partners, a…
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CGT receipts will disappoint the Chancellor but growing demand for financial planning amid tax reforms and wealth flows
Despite Capital Gains Tax (CGT) receipts undershooting the Autumn Budget forecasts and a £20 billion downgrade to the Capital Gains tax-take predicted…
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The Psychology of Retirement: Scottish Widows’ Susan Hope explores how advisers can help clients make the switch to decumulation
Retirement isn’t just a financial shift – it’s a psychological one. Susan Hope (pictured), Business Development Director at Scottish Widows, explores how…
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Awful April: inflation spikes to 3.5% as industry experts reassess outlook on rates and client sentiment
UK inflation has surged to its highest level since early 2024, with CPI rising to 3.5% in the year to April 2025,…
