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.
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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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o2h ventures webinar Friday April 24
This Friday, April 24 @ 3 PM (GMT+1:00) will see o2h ventures’ first ever exclusive ChaiTime webinar as they quiz panellists on…
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The sustainable investment debate
Information is power There are now training courses available on ESG investing. Major groups, like Federated Hermes, the combination of Pittsburgh based…
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Equity investment opportunities in sustainable and impact investing
We heard a few criticise ESG, saying as a hot sector, it will suffer more in a correction. We have clearly seen…
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Richard Branson Finds Himself in the Middle of an Industry Meltdown
@pete_IFAMAG reads Twitter so you don’t have to. Richard Branson offers his Caribbean Island as collateral for Virgin Austrailia loan. The Coronavirus…
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The lost art of communication
Closer to home Finally, don’t forget that our customers extend to members of our own team too. So, think about what you…
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Responsible investing: register for the webinar
Knowing what the Ecolabel means, and whether it meets your clients’ needs, will be crucial thanks to another bit of EU regulation…
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What Negative Oil Price Will Mean For UK Industry
@peter_IFAMAG reads Twitter so you don’t have to. Crude Oil Price turned negative for the first time in history whilst the UK…
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Blackfinch hires new Distribution Director
In line with its plans for significant development over the next few months, Blackfinch has hired Jason Williams as Distribution Director from…
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Two-part online estate planning masterclass
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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Independent boutique active managers best positioned to navigate market volatility
AMG has released a study that looks at 20 years of performance data of independent boutique asset managers globally, looking especially at…