Exclusives
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IFA Magazine recognises World Mental Health Day today and its prevalence in financial services
World Mental Health Day, recognised globally on 10th October, serves as an important reminder of the vital role that mental wellbeing plays…
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Why going beyond the pension minimums isn’t always the right decision
With more savers increasing their pension contributions beyond the minimum, it’s easy to see this as a positive step. However, as Ahmed…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaranteed Fixed Term Income Plan…
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VCTA: Collaboration creates optimism ahead of this year’s Budget
Ahead of the upcoming Autumn Budget, the Chair of the VCTA, Chris Lewis, shares his thoughts on what changes we need to…
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Trusts demystified | Octopus Legacy’s Sam Grice highlight how they work and why they matter
As advisers will know only too well, trusts can be powerful tools for protecting families and managing wealth. But they are often…
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From pots to property: Scottish Widows’ Carolyn Jones highlights why it’s time to rethink how homes are used in retirement planning
With many retirees now facing the prospect of longer lives, higher costs and smaller pension pots, the role of property in retirement…
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Why early estate planning is key to effective generational wealth transfer | legal insight for advisers from Collyer Bristow experts
When it comes to passing on wealth, hindsight is no substitute for foresight. In this exclusive IFA Magazine article, we’re grateful to…
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A strategic and tactical business development roadmap for financial advisers | David Batchelor, Wills & Trusts Partnership Ltd
David Batchelor, Founding Partner of Wills & Trusts Partnership Ltd and co-founder of the Personal Finance Society, shares the lessons he’s learned…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
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