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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Trending Articles
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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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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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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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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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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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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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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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IFA views on potential pension reform ahead of the Chancellor’s speech at Mansion House
With the Chancellor expected to unveil plans to reform the UK pension sector in her Mansion House speech tomorrow, new data from…
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A new generation of global citizens | Analysis from Sarasin & Partners
By Harveer Mata, senior investment manager at Sarasin & Partners Over the past 20 years, advances in technology and communications have created…
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Young adults struggle with financial confidence and understanding as older generations lead the way
New research from Pay.UK, owner and operator of the Current Account Switch Service, reveals a stark generational divide in financial confidence and…
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Pensions Dashboards could accelerate losses from pension transfers beyond £2 billion, warns People’s Partnership
The introduction of Pensions Dashboards could see losses due to ‘poorly informed’ transfers into higher charging pensions soar beyond £2 billion before…
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Isio completes £20 million buy-in with Utmost Life and Pensions, providing brokering and covenant advice for defined benefit scheme
Isio has successfully facilitated a £20 million buy-in transaction for a defined benefit scheme. In collaboration with the scheme’s Trustee, and legal…
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The UK is still at least 20 years away from closing the gender pension gap – Scottish Widows Report
The gender pensions gap will take at least 20 years to close unless decisive action is taken, according to the latest Women and…
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Autumn Budget 2024 – The domino effect of Capital Gains Tax changes
The future of a solvent business may take an unintended turn as new opportunities arise, trading conditions change, and tax reforms come…
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Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth
There’s been a lot going on recently of really significant things affecting investment decisions and markets – whether it’s the budget, the…
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Discover the Deepbridge Estate Planning Service fund
With renewable energy and green alternatives becoming ever more present in the modern world, the financial services space is also facing pressure…
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What the Autumn Budget means for tax-efficient investments | GBI 47 | November/December 2024
As we approach the close of another year, we are pleased to bring you the final edition of GBI Magazine for 2024.…
