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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Paleo over pension: UK’s Focus on Health Over Wealth – But At What Cost?
London, [09] September 2024 – As the longevity movement continues to sweep the developed world, new research from J.P. Morgan owned digital wealth…
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Low financial literacy means people are worse off, even when salaries are accounted for, abrdn finds
People with low financial literacy are typically worse off than those with high financial literacy, even when their earnings are similar, new…
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HSBC Life expands Value Added Benefits
HSBC Life (UK) Limited is expanding its Value-Added Benefits (VABs) to include policyholders’ partners as part of its ongoing commitment to providing…
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Dudley Building Society Recognised as One of the UK’s Best Workplaces in Financial Services by Great Place To Work UK
Dudley Building Society has been recognised as one of the UK’s Best Workplaces in Financial Services & Insurance by Great Place To…
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Over half of Brits regret not saving more when they were younger, study shows
A new study from the financial experts at Shepherds Friendly has revealed the state of Britain’s financial literacy, as well as our biggest financial…
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Single Brits facing the short straw for retirement
Single Brits with children are the least likely to feel prepared for retirement, according to research from You Gov and national financial…
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Interbridge Mortgages announces trio of key milestones
After just three months of lending, Interbridge Mortgages has announced a trio of key milestones through its broker partners: over £60 million…
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Seven Key Steps to a Financially Secure Retirement
By Craig Ritchie, Partner at GSB Wealth Pension Awareness Week is the perfect opportunity to reflect on one of life’s most significant…
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Homeowners issued Knotweed warning ahead of winter months as they risk losing thousands on the value of their home
With Autumn fast approaching, HaMuch, the place to find the country’s best tradespeople at a great price, has highlighted which tasks homeowners need…
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Is the ‘Bank of Mum and Dad’ adult children’s only choice?
It’s no secret that there’s a societal perception that younger generations ‘have it harder’ economically than generations gone before, meaning some feel…
