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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New specialist real estate advisory business Mortimer Street Capital launches
Mortimer Street Capital has launched as a specialist real estate advisory business providing clients with bridging, development, commercial, mezzanine & equity finance.…
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Financial data belonging to as many as 53 million individuals compromised in data breaches last year
Financial data belonging to as many as 52.8million individuals was compromised in cyber-attacks in the UK in the past year (year end…
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Tony Hall expands remit as Head of Business Development at Saffron Building Society
Saffron Building Society has today announced that Tony Hall will be taking on an expanded role as Head of Business Development, following…
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Share buybacks: insight and analysis from Artemis’ Income team on why UK companies are ‘eating themselves’
Nick Shenton is co-manager of the Artemis Income Fund with Andrew Marsh and Adrian Frost. In this analysis the Artemis Income team…
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UK homeowners walking financial high wire without a safety net
According to findings from Royal London’s latest report, ‘Tackling the gender pension and wealth gap’, many people in the UK are underprepared to pay…
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It pays to talk green: brushing up on home energy improvements
Written by Simon Peat, CEO of Project Solar With energy bills rising again by 5% this month as the price cap increases,…
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St. James’s Place Announces Chartered Award Winners for 2023 and Unveils New Responsible Business Award
Rhiannon Gogh of PlanIt Future Financial Limited was named St. James’s Place (SJP) 2023 Chartered Planner of the Year yesterday at the…
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HMRC opened 1,091 of its most serious tax investigations in a year
HMRC opened 1,091 serious tax investigations in the last year (March 31, 2023), says multinational law firm Pinsent Masons. These probes –…
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Novia Global set to launch Stocks and Shares ISA to address the issue of UK expats’ savings being left in “suspended animation”
International investment platform Novia Global has launched its own Stocks and Shares ISA to address the issue of expats’ savings being left…
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Quilter makes triple investment director hire
Quilter has added three new investment directors to its team as it looks to provide further support to financial advisers with its…