55%? 25%? 0%? In this recorded webinar Jacqueline Clezy, Technical Pensions Specialist at Prudential, talks you through a typical case study which explores the highly nuanced field of Lifetime Allowance planning.
55%? 25%? 0%? In this recorded webinar Jacqueline Clezy, Technical Pensions Specialist at Prudential, talks you through a typical case study which explores the highly nuanced field of Lifetime Allowance planning.
Over the first quarter of 2024, Square Mile’s team of fund analysts conducted 176 interviews with fund managers running a wide range of strategies representing all major asset classes. As would be expected, there was some variance in views given the differing...
Written By Mark Fisher, a Managing Director in Houlihan Lokey’s FinTech Group. The wealth management landscape is undergoing a significant transformation, fuelled by shifting client expectations and regulatory changes, not least of all in the form of the Consumer Duty...
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended multi-asset investment solutions by value in Q1 2024. The first quarter of 2024 has seen very little change compared with the most...
Santander UK has today made reductions to selected fixed rates across its purchase, remortgage, and buy-to-let range. It is also launching a...
Removal of the two-year qualification period is welcomed as a sensible step forward by Association of Leasehold Enfranchisement Practitioner...
Analysis from John Plassard, senior investment specialist at Mirabaud Group, into how Saturday night's attack by Iran on Israel might affect...
This morning, the Office for National Statistics has reported the latest UK CPI inflation data, showing that prices rose by 3.2% during the...
The UK group risk market saw another record year of growth in 2023, according to Swiss Re’s annual Group Watch report published today. The l...
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platf...
New analysis of over 1,700 businesses has revealed that the average business has seen a sharp rise in sick leave - with 55 percent more days...
Insurance and Protection, Podcasts
This week we will be taking a look at a much under-advised protection product, Family Income Benefit (FIB). Protection planning, can at time...
Leading advice tech business Twenty7tec has announced the launch of FINPLAN Wealth today, a sophisticated web-based practice management and...
Atom bank, the UK’s first app-based bank, has announced it is reducing the interest rates on its Near Prime range, as it continues to offer...
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.