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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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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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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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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 changes coming to personal finances if Labour wins the election
Now that the polls are closed, and the counting begins, Laura Suter, director of personal finance at AJ Bell, comments: “The Labour manifesto was…
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How does the performance of factor investing compare to other types of investment strategies?
What exactly is factor investing and where did it come from? More importantly, what does it look like in practice and what…
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What influence will the general election have on the real estate sector?
For investors looking for opportunities in real estate, liquidity and volatility can be a challenge at any time – let alone in…
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Directors’ duties in the context of family office-invested private companies: practical guidance from legal expert
Directors’ duties in the context of family office-invested private companies: practical guidance from legal expert With more and more family offices taking…
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Square Mile Academy of Funds: Ratings Round-Up for June 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 58 interviews with investment professionals from 29 asset management groups during…
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CII and SJP host first virtual reality training session
As part of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) Consumer Duty initiatives, the first vulnerability virtual reality (VR)…
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7IM weekly investment note – Mind the productivity gap
7IM’s weekly investment note – from Ben Kumar Productivity! An absolute classic in election buzzword bingo. Everyone says it needs to be higher in the UK. One…
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What does France’s election mean for markets?
Written by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways July 1 marked the beginning of the second half of 2024,…
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Wealth providers lose 1 in 5 clients due to poor complaints procedure
· Wealth firms lose 19% of their clients due to poor complaint procedure · 44% of clients expressed difficulty in complaining to their provider…
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Mortgage Intelligence Expands Free Software Offerings to Network Members
Mortgage Intelligence, a leading provider of mortgage network services, has announced the addition of Criteria Brain and Affordability Brain software to its…
