IFA Magazine – Financial planning and investment news
Today’s News
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Vitality reveals widespread financial anxiety over later life care costs
New research from Vitality has revealed the significant number of UK adults deeply concerned about how they will…
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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market…
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Two in five IFAs expect FCA’s advice guidance boundary review to boost demand for their services
With the FCA’s latest consultation on the Advice Guidance Boundary Review (AGBR) closing this month, new data from Opinium’s…
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Surge in delays in HMRC alternative dispute resolution creating uncertainty for taxpayers
The number of Alternative Dispute Resolution (ADR) cases exceeding HM Revenue & Custom’s (HMRC) four-month resolution target has…
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Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension…
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Dividend tax squeeze to hit record 3.7 million people
New HMRC figures obtained by Quilter through a Freedom of Information request reveal the full extent of the…
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Mike Birch appointed to Scottish Widows Master Trust
Scottish Widows has announced that Mike Birch has joined its Master Trust as a trustee. Mike is a…
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As identity fraud cases ramp up, SmartSearch warns ‘basic checks are failing’
New data from fraud prevention service Cifas has highlighted a “worrying trend” of people selling their own identities;…
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51% of Brits are saving money by using AI
As AI tools become more accessible and integrated into everyday life, Adobe Express set out to better understand how people…
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Octopus Money acquires Virgin Money’s investment business
Octopus Money has announced that it has agreed to purchase Virgin Money’s investment business, subject to FCA approval…
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