
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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No rest for the wicked: Institutional investors go out and into risk again: State Street Global Markets
The State Street Risk Appetite Index picked up modestly at the end of August after cautious start of the month (see Figure 1…
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New research reveals widespread lack of retirement readiness as UK overlooks professional advice
A new YouGov study commissioned by Unbiased, the UK’s leading marketplace for finding financial advisers, reveals that a majority of UK adults…
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New state pension set to rise £460 in 2025, “but more than half of this is to keep pace with rising prices”- Steve Webb, LCP
Figures published this morning by ONS show that average earnings (including bonuses, in the three months to July) were 4.0% higher than…
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It’s retirement literacy, not financial literacy that’s a global problem, says GBST
Research by GBST, a leading global provider of wealth management and advice solutions technology for the financial services industry, finds that when…
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One Four Nine Group strengthens acquisition capability with corporate development director appointment
One Four Nine Group, the nationwide independent financial advice and investment management group, has appointed Sanjay Lukka to the position of Corporate…
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Guest insight: The boom and bust of regulation cycles. A fascinating journey through regulation as JB Beckett reminds us of the value of Caveat Emptor
The U.K. is amid yet another regulatory cycle, one which has been further complicated by political rotation and a drive for U.K.…
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Most UK wealth will soon be managed by women, but the advice industry isn’t ready, according to Unbiased’s Karen Barrett
Karen Barrett is the CEO and founder of Unbiased and based on her wealth of knowledge and experience in the profession, she is…
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UTB Bridging Announces Bridging Interest Rate Reductions
United Trust Bank (UTB) has announced a raft of interest rate reductions across its range of unregulated and regulated bridging finance products. Key…
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AIC proposes partnership funds to boost UK growth and deliver labour government’s objectives
Government-sponsored investment companies could support UK economic growth and deliver on national priorities, according to a new paper, ‘Making people better off’, from…
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UK House Prices Hit Two-Year High as Experts Urge Stamp Duty Reform
David Hannah – Group Chairman of Cornerstone Group – discusses what the government must to do to help potential homebuyers amidst affordability crisis.…