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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Dividends surge to new record in Q2 2024: UK slows behind global highs
Global dividends rose to a record $606.1bn, up 8.2% on an underlying basis, driven by record European payouts and new dividend payers…
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Loughborough Building Society enhances lending in retirement proposition with increased income assessment
Loughborough Building Society has announced a significant enhancement to its lending in retirement proposition by moving to assess income at 4.5x up…
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Only one-in-six UK adults expect a comfortable retirement
Just one-in-three (34%) UK adults have actively made a plan for how they will save for their retirement, new research by My Pension…
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Fewer than half of workers have discussed flexible working with managers, despite new statutory rights
Research by Phoenix Insights, Phoenix Group’s longevity think tank, has found that fewer than half (44%) of UK workers say that their…
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Why the EIS should matter to IFAs
This month marks two big occasions for the UK startup ecosystem. One is an exciting announcement from the Treasury couldn’t have been…
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Sasha Dabliz appointed as Marketing & Communications Director at The Openwork Partnership
The Openwork Partnership, one of the UK’s largest financial services networks, announces the appointment of Sasha Dabliz as Marketing and Communications Director. …
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BareRock partners with Just Finance Foundation to deliver financial education to children – and urges advisers to help share expertise
BareRock, the pioneering Professional Indemnity Insurance (PII) provider serving financial intermediaries, has partnered with the national financial education charity, Just Finance Foundation…
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SEIS flows jump 188% since Election Result
Flows of new money into the Seed Enterprise Investment Scheme (SEIS) have surged since the General Election on 4th July. Between then and…
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UK REITs poised for significant re-rating
The UK Real Estate Investment Trust (REIT) sector is on the cusp of a major re-rating, according to Matt Norris, Investment Adviser…
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Six features you need in your tech stack to stay competitive
intelliflo’s 2024 market-wide advice efficiency survey found that overreliance on manual processes and lack of integration and digitalisation are creating unnecessary errors…
