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 report exposes gender wealth gap
Kicking off IFA Magazine’s special celebration focus on International Women’s Day today Handelsbanken Wealth & Asset Management focus on the gender wealth…
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Four female finance experts on the best money advice they’ve ever received
For many women, speaking openly about money can still be seen as a taboo topic. According to a YouGov survey, 8 out of 10…
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AJ Bell: The sneaky tax trap hitting children’s savings
Laura Suter, head of personal finance at AJ Bell, comments: “Parents who diligently save money for their children wouldn’t expect to be…
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Bristol & Bath Regional Capital announces new board appointments & new chair to support ambitious growth plans
Bristol & Bath Regional Capital has announced the appointment of two new board members and a new chair to strengthen the board…
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PIMFA outlines six-point plan to reform disclosure requirements in wake of PRIIPs reforms
PIMFA has outlined a six point plan to reform disclosure requirements following the Government’s decision to repeal the Packaged Retail and Insurance-based…
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Morningstar: Gender Diversity Indexes a Rare ESG Bright Spot
Ahead of International Women’s Day tomorrow, Morningstar Indexes highlighted how companies that are committed to gender equity and inclusion outperformed their broad…
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Budget 2023: Will Hunt target tax relief anomalies? Evelyn Partners’ tax team preview/wishlist
As Chancellor of the Exchequer Jeremy Hunt prepares to present his first full Budget on 15 March, there is the usual speculation…
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“We know that there isn’t just an ethical argument for gender equality, but an economic one too”: abrdn Research Institute’s latest report highlights the changing role of women in the workplace
Ahead of IFA Magazine’s celebratory coverage of International Women’s Day tomorrow, we thought this detailed research from the abrdn Research Institute flagged…
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TSB gives brokers 25 minutes’ notice of rate changes – reaction
Brokers have not been impressed by receiving an email from TSB Intermediary today at 12:35pm, announcing rates would be increasing by as…
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Robeco Monthly Outlook: Goldilocks is awaiting a haircut
Written by Peter van der Welle, Strategist Sustainable Multi Asset Solutions. Investors looking for a ‘Goldilocks’ soft landing for the global economy…