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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Budget 2023: Hargreaves Lansdown on which UK funds could be due a boost
Joseph Hill, Senior Investment Analyst at Hargreaves Lansdown, has suggested which UK funds could be set for a boost: “The make-up of…
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Women in finance: Laura-Ann Martens talks about her journey from Graduate Analyst to Head of Client Services at GrowthInvest
Today we’re celebrating International Women’s Day by sharing the powerful stories of just some of the fabulous women working in financial services.…
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Celebrating the progress of female entrepreneurs in the private client industry
In celebration of International Women’s day today, Alex Gibson-Watt, Managing Director at John Hill Lamb Oldridge, explains why she believes that the…
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Ever wondered why financial services businesses often have unusual company names? Business owners share their secrets.
Choosing a name for a business is never easy – especially in financial services where you’re looking to impart values such as…
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The Sustainability Group’s Alex Smith explains how and why her business is set to continue to #embraceequity
Celebrating this year’s International Women’s Day and it’s theme of #embraceequity, The Sustainability Group’s Alex Smith has been telling us about her…
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Closing the gender gap in financial services – an interview with Lethabo Motsoaledi
Founded in 2018, Voyc has rapidly grown to become a leading player in the field of AI-driven customer interaction monitoring for quality…
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Why men must be more vocal in their support for women in finance
In celebration of International Women’s Day today, Boyd Carson, Partner at Sapphire Capital Partners LLP, shares his insight. According to Carson, in…
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Why might boosting greater gender diversity in the financial services business be a win-win?
Celebrating International Women’s Day today, Melanie Vala, Chief Commercial Officer, Deko, shares her personal experiences and thoughts on the power of diversity…
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Women in finance: IMLA’s Kate Davies reflects on her 30 year career in financial services
Celebrating International Women’s Day today, Kate Davies, Executive Director, IMLA, The Intermediary Mortgage Lenders Association, has certainly seen some changes in financial…
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City Hive announces winner of the Fearless Woman Photography Competition – showcasing female investors
On International Women’s Day today, City Hive, the think tank and advocacy group, announces the winner of the Fearless Woman photography competition.…