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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Industry reacts to latest Nationwide House Price Index
The Nationwide House Price Index released this morning has revealed that house prices grew by 0.3% month on month in July. Following…
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House price growth edged up in July
UK house prices rose 0.3% month on month in July with the annual growth rate picked up to 2.1%, from 1.5% in…
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84% of retired qualifying annuity holders do not have an enhanced annuity
Research from Legal & General Retail has revealed that 84% of retired annuity holders who would likely qualify for an enhanced annuity do…
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IFA Magazine special focus: Day 4 insights of our week-long reflection on a year of Consumer Duty!
Welcome to the fourth day of our week-long editorial series celebrating the anniversary of the Consumer Duty (CD). Yesterday we focused on…
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Latest HMRC IHT stats: Liz Colfer, chartered financial planner at Five Wealth shares her analysis
With Inheritance Tax liabilities statistics just released and tax rises confirmed at the autumn budget on 30th October, Liz Colfer, associate director…
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BNY Investments’ Richard Parkin reflects on consumer duty implementation
As we reflect on the first anniversary of consumer duty implementation Richard Parkin, Head of Retirement at BNY Investments has had his…
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How AI is changing the landscape of institutional residential real estate investment
As institutional investors increasingly focus on the residential sector, AI is emerging as an indispensable tool for navigating this complex market. In…
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Space Seekers: Detached homes are favourite for home movers
Home mover house purchases that are detached Average house price for movers Average age of a home mover 33% £392,107 40 The…
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YFM Equity Partners’ David Hall discusses the general election and its effect on tax-efficient investments
Welcome to our latest series of interviews on GBI Magazine! Previously, we have spoken to a range of experts on the changes…
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M&G Investment Insights: India, Navigating Volatility Post-Budget
Written by Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments The Indian equity market has been experiencing a turbulent period, marked by a…
