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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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Women in finance spotlight: Two financial planners share their experience and advice for women making their way in the industry
At IFA Magazine we refuse to overlook the importance of International Women’s Day as we celebrate the great work being done to…
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Gilson Gray Financial Management acquires Sarah Hughes Wealth Management
Gilson Gray Financial Management (GGFM), the financial planning arm of full-service legal firm Gilson Gray, has acquired Edinburgh-based bespoke practice, Sarah Hughes…
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What does International Women’s Day have to do with Consumer Duty?
Written by Junaid Mujaver, Partner of Financial Services at operations consultancy Newton As we recognise International Women’s Day 2023, it is a…
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Driving gender equity in innovation and technology and why #embraceequity strikes a chord: JumpCloud’s Michelle DeBella
Celebrating International Women’s Day today, Michelle DeBella, Chief Financial Officer at JumpCloud, believes it’s a great opportunity to put gender equality in…
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EISA shines the light on ‘female founders’ in celebration of International Women’s Day
Written by Christiana Stewart-Lockhart, Director General at The EIS Association To mark International Women’s Day this week, I wanted to pay tribute…
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Women in finance: YFM’s Laura Sisson says why encouragement of diversity is so important to her
As we celebrate International Women’s Day today, Laura Sisson, Investment Manager at YFM Equity Partners, tell us why diversity in the workforce…
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Equileap 6th global report on gender equality: just 12 UK companies close gender pay gap and UK falling behing on tackling sexual harassment
With today being International Women’s Day, we share news that Equileap, the leading provider of gender equality data & insights globally, has…
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Top 100 law firm Cripps joins WealthiHer network to support the empowerment of women
As we celebrate International Women’s Day today, it’s the perfect day for top 100 law firm Cripps to announce that is now…
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What’s it like being a woman working in financial services? An insightful Q&A with Kristy Barr and Jessica Franks from Octopus Investments for IWD
To mark International Women’s Day(IWD) today, IFA Magazine sat down with Octopus Investments’ Kristy Barr, Head of Sales and Customer and Jess…
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Law Debenture is a top performer for women on boards and in leadership positions for the second year running
As we celebrate International Women’s Day today, it’s an appropriate day to share news that the FTSE Women Leaders Review, an independent…