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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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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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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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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The CRM dilemma
New developments Whilst some CRMs have struggled to keep up with the requirements of the modern advisory planning service, over the last…
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How Coronavirus Will Transform Banking Technology
@Peter_IFAMAG reads Twitter so you don’t have to. Coronavirus dominates all areas of discussion in the finance sector right now, and will…
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Record inflows into Octopus Cash
Octopus Investments today announced that its cash management solution, Octopus Cash, received £10.4 million of new deposits in the week commencing 16th…
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Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times reports that…
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Full video from our ESG round table
Our ESG round table discussion is now available as a video exclusively for you to use. Including insight from Triple Point’s Belinda…
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April’s Case Study – clients who own businesses
Transferring funds between own GBP and USD accounts Situation An adviser was doing a review with their client and asked them if…
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ARIE Capital Technology EIS – floLIVE becomes the Fund’s second exit
Its platform comprises local core networks that provide local connectivity while being centrally managed and controlled over the cloud; this unique approach…
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Scottish Biotech rises to COVID-19 diagnosis challenge
A Scottish drug discovery business has announced that they will soon be able to complete 15,000 COVID-19 diagnostic tests per month in…
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New Entrants | Haatch Ventures
Regardless of Brexit, these are exciting times for the EIS industry. The sheer volume of opportunities is attracting more and more new…