
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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Generational Tensions Linked to Lower Workplace Productivity in the UK and US
Employees who are much younger than their managers report lower productivity than those closer in age due to a lack of collaboration…
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Nicola Parish to leave The Pensions Regulator
Nicola Parish, Executive Director of Frontline Regulation, will be leaving The Pensions Regulator (TPR) next month. Mel Charles, the current Director…
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Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024
We are delighted to bring you the first part of our serialised annual report series, covering the essentials of investment in SEIS.…
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IBA announces appointment of Lloyds Bank to lender panel
The Financial Intermediary & Broker Association (FIBA) has announced the appointment of Lloyds Bank to its lender panel, with immediate effect. The…
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JM Finn Board Changes and Chairman Retires
Steven Sussman retired from the role of chairman of JM Finn following a 26 year career at the firm as part of…
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New Benchmarking & Insights report from Howden reveals mental health is the top concern for asset management firms, plus predictions for 2024
Mental health is the biggest concern for asset management firms, according to a new ‘Benchmarking and Insights Report’ from Howden Employee Benefits & Wellbeing…
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Triple Point: Green Heat Network Fund awards £80.6 million to heat network projects in UK
Triple Point, the purpose-led investment manager, remains at the forefront of the UK’s clean energy market with the most recent allocation of…
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CFA Institute Outlines Policy Recommendations for “Finfluencer” Social Media Content
New research published today by CFA Institute, the global association of investment professionals, shows how financial influencers (“finfluencers”) engage Gen Z investors…
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Number of deaths rises for the first time since the pandemic across England and Wales
The latest research by Final Duties, the UK’s most experienced probate brokers, reveals that 2023 saw the number of annual deaths in England…
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Assets under influence at national IFA partnership Continuum rise 23% in 2023
National financial advice firm Continuum has reported a 23% rise in assets under influence in 2023, ending the year with assets over…