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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EFG Private Bank expands UK services by launching an Independent Asset Management platform in London
EFG Private Bank, the UK arm of Swiss private bank EFG International, announces it has launched a dedicated Independent Asset Management (IAM)…
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New HNW research: Investors to increase real estate investing but demand change from next government
Nearly three in five (58%) HNW investors plan to significantly increase their overall investment allocation to real estate in the next 12…
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Access FS reveals harmful effects of conditional selling
The unlawful practice of conditional selling by estate agents is getting worse and harming customers, reveals an Access Financial Services survey. Conditional…
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Cazenove Capital comments: Will a new government unleash the UK’s animal spirits?
Cazenove Capital’s Kate Leppard, Head of Client Service, assesses the potential impact of a new government with Schroders’ Sue Noffke, Head of…
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UK financial services firms fear economic turbulence as election looms
A new study by Davies among more than 500 senior decision-makers within UK financial services businesses has found: The vast majority of…
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Yield advantage presents investment opportunities | PIMCO
The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed…
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Real estate investment: what does the future hold?
We are delighted to invite you to attend our upcoming webinar, in association with TIME Investments. Your webinar invitationReal estate investment: what…
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Three lessons for recruiting more women advisers| Truly Independent’s Katie Brinsden offers practical ideas to help bridge the gender gap
In this, her latest article for IFA Magazine, Katie Brinsden, managing director at the national, directly authorised IFA, Truly Independent, takes a…
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Five structural shifts supporting EM debt | PGIM Fixed Income’s Hepworth
Emerging markets debt has seen better days—but even better days may lie ahead. That’s according to Cathy Hepworth, Head of Emerging Markets…
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Perenna joins later life lending platform Air
Perenna joins later life lending platform, Air and joins its Advocate Ambassador programme Partnership breaks down age-related barriers to accessing flexible financing…
