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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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Five tips for property investors juggling multiple incomes, by a tax expert
Exclusives, Mortgage and Property
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean grea…
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Increasingly clients taking tax free cash to gift to younger generations
Nick Nesbitt, Head of Private Client at Forvis Mazars, warns that while more savers are tapping tax-free pension cash to…
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MetLife UK & Reassured complete Three Peaks Challenge raising £36K for Winston’s Wish
Employees from MetLife UK, the employee benefits and protection provider, and life insurance broker Reassured jointly ra…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet B…
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Rumours of 100% Guarantee for CBILS Whilst Trust in Journalism Historically Low
peter_IFAMAG reads Twitter so you don’t have to. Pressure has mounted for the government to give 100% guarantee for Coronavirus Interuption Business…
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Resilient biotech sector despite widespread market turmoil
Outlook for 2020 – biotech sector stands to gain in prominence Together with the Board of Directors, the investment management team is…
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Pencil full of lead: When it comes to retirement planning..
Ageing well In considering that, the policy wonks at the DWP might usefully read a book called ‘The Changing Mind: A Neuroscientist’s…
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A day in the life of a PFS Purely Paraplanning event
Paraplanners are a friendly and sharing group that’s for sure. Caroline Stuart recounts a day in the life of a PFS Purely…
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Blackmore Bond go Bust as Lockdown Looks to Continue for Foreseeable Future
peter_IFAMAG reads Twitter so you don’t have to With the Lockdown set to continue for the rest of the calander year we…
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Octopus Live Online: The Estate Planning Show
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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How to build a digital adviser. Part 1: your website
Once your website has a bit of colour in its cheeks, you need to keep its blood pumping, otherwise it’ll keel over.…
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King & Shaxson to present on their ESG/ethical integration
King & Shaxson will present on its ESG/ethical integration and how this has proven to provide added value in both respective performance…
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Virtually Normal | IFA 88 | May 2020
Soundbites, cliches and metaphors, a dialogue more reminiscent of a former wartime era has been tripping off the tongues of our news…
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Tapping into women’s wealth
Adviseher The role financial planners have to play in closing the gender advice gap is pivotal. That’s why Parmenion launched its #AdviseHer…