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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51% of UK consumers engaging in Financial Doomscrolling
Over a third (35%) have less than £500 in savings and over half (58%) say they feel worse off now than they…
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Brits 24 times more likely to travel than drive without insurance despite £900 average claim
Half (44%) of holidaymakers risk travelling minus cover, with one in eight (13%) admitting to never getting any This compares with just…
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What investors can expect from the General Election
Susannah Streeter, head of money and markets, Hargreaves Lansdown: “While chatter around the impact the General Election result is set to ramp…
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The UK election: Will it or won’t it influence the market?
By James Penny, CIO of TAM Asset Management With the British Prime Minister, Rishi Sunak, recently announcing a snap general election taking…
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Patience in Probate – legal expert shares update on current delays obtaining a Grant of Probate
In this overview, James Mabey, partner at Winckworth Sherwood, highlights the causes of delays in obtaining probate and impact this can have…
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Fidelity International evolves sustainable investing framework
Fidelity International (‘Fidelity’) today announces its revised sustainable investing framework, to adjust to an evolving sustainable investing landscape, in line with client…
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What will a post-election Labour government look like on tax? Analysis from Forbes Dawson’s Tom Minnikin
With the general election just under a week away and Labour riding high in the polls, Tom Minnikin, partner at leading tax…
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Labour manifesto tax proposals response
The Labour and the Conservative parties should have included bringing back the Office of Tax Simplification, clarifying the UK’s anti-avoidance legislation and…
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The role of Fixed Income in supporting efficient MPS diversification
We were delighted to host our most recent MPS webinar, in association with Legal & General Investment Management (LGIM). Fund managers Francis Chua…
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Joanna Jensen appointed new Chair of the EIS Association
The Enterprise Investment Scheme Association (EISA) is delighted to announce the appointment of Joanna Jensen as its new Chair. Joanna has extensive…
