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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Vanguard UK: Bed & ISA could save clients over £15,000 over the course of a decade
Budget puts Bed & ISA back on the agenda: 13% of clients will move investments from general investment accounts to ISAs or…
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Washington Watch: Economic Impact of Trump vs. Harris
By Libby Cantrill, PIMCO head of U.S. public policy What looks to be one of the closest presidential races in modern history…
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RedArc sees 57% increase in support for children over the past 3 years
The number of children that RedArc supported across all types of conditions increased by 57% between 2020 and 2023, and mental health…
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Mastering Suitability Reports Part 3: Striking the right balance
Suitability reports are a crucial part of the financial advice process, but let’s face it—most clients probably aren’t that excited about reading…
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Retirement income review prompts revisits to processes
Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice, according…
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Square Mile Academy of Funds: Ratings Round-Up for October 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 64 interviews with investment professionals from 40 asset management groups during October 2024.…
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Brooks Macdonald announces the acquisition of CST Wealth Management to continue growth in financial planning
Brooks Macdonald, a leading wealth management firm, today announces the acquisition of CST Wealth Management, the Chartered financial planning firm based in…
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New gold investing doubles before Election 2024, but not in the USA
Gold’s ongoing run of new record prices has seen the number of first-time precious metals investors double ahead of the US election,…
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AMI’s new Protection Viewpoint Report calls for more personalised protection: Four-point action plan unveiled
The Association of Mortgage Intermediaries (AMI) has launched its fifth Protection Viewpoint Report – Making Protection Personal – in partnership with Royal London and Legal &…
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UK wealth managers and financial advisers expect clients to increase allocations to emerging and frontier markets
New research from Pureprofile, the global data and insights company, reveals that wealth managers and financial advisers expect clients to increase allocations…
