
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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Trending Articles
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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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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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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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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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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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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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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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Podcast #84: What does the FCA’s retirement income review mean for advisers? With BNY Investments’ Richard Parkin
Has your client retirement proposition evolved following the publication of the FCA’s thematic review of retirement income advice? In March, the FCA…
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The Leasehold and Freehold Reform Act: measures of success
By Mark Wilson, Director of Myleasehold The 4.9 million residential leases in England and Wales now face significant change following the enactment of…
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Broadstone Insurance Risk Monitor: Insurers must do more on geopolitical risk
The latest Insurance Risk Monitor from Broadstone, this month focuses on the current heightened geopolitical risk environment and how insurers can navigate it. This decade…
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Schroders Capital launches AI analyst for private equity
Schroders Capital, Schroders’ specialist private markets business with $94 billion of assets under management, today unveils its Generative AI Investment Analyst (GAiiA)…
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What the next UK government needs to do to help UK businesses – Comments from HW Fisher
With less than two weeks until the election, tax experts at HW Fisher, a top 30 audit and advisory firm, share what they’d…
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Rethinking talent to maximise digital skills in financial services and encourage recruitment
The financial services sector is facing dual recruitment challenges. On the one hand, it has a workforce that is proportionately older than…
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Alliance Trust combines with Witan to form Alliance Witan in UK’s largest ever investment trust merger
The boards of Alliance Trust PLC and Witan Investment Trust plc have announced today that the companies have entered into heads of…
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Phoenix Group to explore the sale of over 50s insurer, SunLife
The Board of Phoenix Group has today announced its intention to explore a potential sale of its SunLife business. SunLife is a…
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Over 123,000 grandparents boost state pension by £300 per year by applying for adult childcare national insurance credits
As the summer holidays loom and many grandparents get ready to take on additional childcare responsibilities, new data from Quilter, the wealth…
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Factor investing: the history, application and key considerations
What exactly is factor investing and where did it come from? More importantly, what does it look like in practice and what…