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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Chancellor’s Mansion House pension reforms will be challenging among private sector schemes
In her Mansion House speech this evening, Chancellor Rachel Reeves is expected to further flesh out her ideas for steering pension funds, as…
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Scottish Widows take the pulse of the Paraplanning profession
Scottish Widows’ third annual Paraplanner Survey takes the pulse of the paraplanning profession in today’s financial services industry. Focusing on regulation, technology,…
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The multiple drivers of continued gold price potency
By Rick de los Reyes, head of commodities at T. Rowe Price Gold has been prized as a store of value for…
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What a Trump presidency means for sustainable investors
By Claire Jervis, Associate Fund Manager at WHEB Asset Management We’ve heard a lot about the ‘Trump Trade’ in the aftermath of…
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Praetura Investments to raise £10m to support Britain’s high-growth businesses
Manchester-based venture capital investor and small business lender Praetura has launched the next offering of its Praetura Growth VCT to predominantly back…
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Chancellor set to announce pension ‘megafunds’ reforms in maiden Mansion House speech this evening
Chancellor Rachel Reeves is set to announce reforms to create pension ‘megafunds’ in an attempt to boost investment and economic growth in…
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Managed Portfolio Services (MPS) | Annual Report 2024/25
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report for 2024/25 is now available for financial advisers.…
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EV adds inheritance tax functionality to EVPro financial planning tool
Financial services technology provider EV has added inheritance tax functionality to its end-to-end financial planning solution EVPro to give advisers a realistic…
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United Trust Bank Bridging Cuts Interest Rates Across its Regulated and Unregulated Product Range
United Trust Bank has announced a raft of interest rate reductions across its range of bridging products with rates from a low as…
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Investec Reveals Optimism Among Mortgage Brokers Despite Market Challenges
Investec Bank plc, a leading international financial services provider, today announces the findings from its recent event held with UK mortgage brokers.…
