
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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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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Winners of the Charles Stanley ‘Understanding AIM IHT’ survey announced
Charles Stanley recently conducted a survey in collaboration with IFA Magazine, the survey focused on ‘Understanding AIM IHT’. The survey asked participants…
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One in five borrowers say lenders’ technology is falling short, reveals finova research
finova, the UK’s largest cloud-based mortgage and savings software provider, has today published a new report Homeownership in the digital age. The research uncovered…
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Advise Wise introduces affordability tags to enhance Consumer Duty compliance
Advise Wise, the leading later life sourcing platform, is proud to announce the introduction of innovative affordability tags to its platform. This…
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Investors Call for Climate Strategy Vote at UK’s Largest Listed Companies
Local Authority Pension Fund Forum (LAPFF) and CCLA, supported by investors representing £1.6 trillion AUM, have written to the chairs of 76…
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UK retirement security improves, reaching all-time high in natixis IM’s 2024 Global Retirement Index (GRI)
Global retirement conditions have remained stable this year following significant improvements in nearly all developed countries in last year’s index, according to…
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HL adds the Ninety One Diversified Income fund to the Wealth Shortlist
Hal Cook, senior investment analyst, Hargreaves Lansdown: “We are pleased to share that we have added a second multi-asset income fund to…
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IFA Magazine delves into the detail: The Lang Cat Report on the State of The Advice Nation
Paraplanners say provider admin and disconnect with advisers are blockers to getting the job done. In this article, Jenny Hunter, Senior Financial Journalist…
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Hanley Economic Building Society partners with The Modern Builder to enhance self-build offering
Hanley Economic Building Society has announced a strategic partnership with The Modern Builder (TMB), a leading platform in the self-build and modern…
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Beagle Street to move into the intermediary space
Term insurance and critical illness provider, Beagle Street, has confirmed that it is working on a unique proposition that will see it…
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Mastering Suitability Reports Part 1: Expert tips on navigating the rules
In the ever-changing world of financial planning, suitability reports are essential for making sure that your clients get the advice that’s just…