Matt Williams
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Rosemount Financial Solutions (IFA) announces Perenna partnership
Rosemount Financial Solutions (IFA), the mortgage, protection and financial planning network, has added mortgage bank Perenna to its lender panel. The partnership…
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Invesco: Retirement advice gap and outdated products are leaving DC savers short
A large proportion of defined contribution (DC) savers are at risk of an advice gap both at and in retirement, according to…
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M&G completes the market’s first Bulk Purchase Annuity transaction that shares value with a Corporate Sponsor
M&G plc has launched its Value Share Bulk Purchase Annuity (“BPA”) proposition by completing a c.£500m transaction with a private Corporate Sponsor…
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Inheritance planning, retirement provisions and investments top the financial worry list for the UK’s mass affluent
Recent research from Monument, the challenger bank for the mass affluent reveals people’s worries and financial strengths as they navigate a period…
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Love Ventures’ Marcus Love on BPR IHT changes and the effects on EIS investments
Following the news that business property relief for inheritance tax will drop in 2026, we at GBI Magazine reached out to experts…
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The Power of Attorney misunderstanding – six in 10 believe partner would be able to manage their savings without PoA
Research conducted by Paragon Bank has revealed a significant misunderstanding surrounding the necessity of appointing a Power of Attorney (PoA). Nearly six…
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SDR labels need to be better understood by end investors
A year on from the FCA publishing their rules on anti-greenwashing, the latest wave of Research in Finance’s Retail Consumer Interest Study (RCI) explores…
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More than 5.5m private renters could only afford 10 weeks off work
More than one in three (35%) private renters1 in the UK – equivalent to 5.5m people2 – would run out of savings within 10…
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Calculus launches Knowledge Intensive EIS Fund as tax efficient solution to latest Budget changes
Calculus, a leading provider of tax efficient investments, has today announced the launch of its third HMRC-approved Knowledge Intensive (KI) Enterprise Investment…
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Talk Money Week – Met Life’s Rich Horner tells us why protection should be top of the list
This week, as we celebrate Talk Money Week (4th – 8th November), it’s an opportunity for everyone to get involved with events…
IFA Talk Mortage and Property is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Mortgage and Property professionals.
