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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£285m in additional tax collected from inheritance tax investigations in past year – up 14% on previous year
HMRC’s inheritance tax investigations brought in an additional £285m in tax in the year ending 31 March 2024, up 14% from £254m the previous year, says national accountancy…
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Private equity secondaries remain in high demand, survey by Montana Capital Partners finds
Montana Capital Partners has published its 12th Annual Investor Survey, which explores investment preferences of global private equity investors with results underpinning the…
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More than 1/3 of stoic UK pensioners feel uncomfortable or embarrassed asking for help
A significant number of UK pensioners aren’t seeking assistance and checking if they are entitled to financial benefits such as Pension Credit,…
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Barnett Waddingham announces Baroness Helena Morrissey as Non-Executive Chair
Barnett Waddingham (BW), a leading independent professional services consultancy, today announces the appointment of Baroness Helena Morrissey as Non-Executive Chair of its…
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Fidelity International appoints new Chair of Fidelity Master Trust
Fidelity International has announced the appointment of Mark Cliff as a new Trustee of the Fidelity Master Trust (FMT) from 6 January…
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Why Go-to-Market is critical to the success of early-stage investments, according to Haatch
Haatch is a specialist business-to-business software investor (B2B SaaS) and focuses on taking companies from 0-to-1. 3 truths drive the Haatch investment…
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Square 1 Media celebrates the success of the 2024 Mortgage Market Debate
Square 1 Media, the specialist PR and marketing agency for mortgages, specialist finance, and the wider financial services sector, has today reflected…
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Why greater clarity over pension investments would boost engagement
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) tells us why he believes that if we’re to start to close the advice…
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Investors willing to invest +2.6% in companies with a strategic CFO
New data from OneStream’s Finance 2035: Return to Investment report reveals a shift in investor expectations – looking to CFO competence over CEO competence…
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Why work with a specialist provider? A Q&A with Chester Rose FP’s Sue Allen
With over 20 years of experience working with dental professionals, Sue Allen, Head of Financial Planning at Chester Rose Financial Planning, knows…
