Exclusives
-
Financial Services starts 2025 strong with rising customer satisfaction – Smart Money People’s Trueman tells us why
January brought a surge in financial services satisfaction, with scores climbing across products. But to sustain momentum, providers must tackle lingering pain…
-
TYE 2025: A word to the wise about TYE planning from tax reporting specialist, Alex Ranahan at FSL
Full disclosure: this is more than one word. But please bear with me as I strive to help those hardy souls involved…
-
How BareRock is changing the Professional Indemnity Insurance game to be a bit ‘sexy’
For too long, professional indemnity (PI) insurance has remained stagnant , bound by outdated practices and rigid frameworks that fail to meet the…
-
Damian Davies at Timebank shares three AI tools you can start using as a ‘noob’
In the final instalment of this three-part series about AI, Damian Davies, Head of Engagement at The Timebank, takes a look at…
-
TYE 2025: Adrian Boulding at Dunstan Thomas is thinking ahead to the next tax year and so should you
For some clients this is the time to quickly get those last contributions into ISAs and pensions to use up this year’s…
-
TYE 2025: Defaqto’s Richard Hulbert offers a reminder to ‘use or lose’ tax planning allowances
With tax year-end fast approaching, now is the time for advisers to help clients maximise allowances, optimise tax efficiency, and avoid last-minute…
-
M&PI Podcast #14: Are you up to date with later life lending options? Featuring Sanjay Gadhia, Standard Life Home Finance
Later life lending is evolving rapidly, with new products, changing regulations, and growing opportunities for advisers and their clients. In this special Mortgage…
-
IWD: How are we going to attract diverse candidates to the company or the industry as a whole? Asks Rebekah Coughlan at Winterflood
Next Saturday, 8th March, is International Women’s Day. This global campaign is a brilliant way to celebrate all our colleagues-women for their achievements and…
-
IWD 2025: How are we going to attract diverse candidates to the company or the industry as a whole? Asks Rebekah Coughlan at Winterflood
Next Saturday, 8th March, is International Women’s Day (IWD). This global campaign is a brilliant way to celebrate all our colleagues-women for their achievements and…
-
TYE 2025: The gift that keeps on giving, Quilter Cheviot explores IHT changes
Given their significance, the inheritance tax (IHT) changes announced by Rachel Reeves in her first budget are likely to see the incidence…
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.
