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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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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Income Protection Action Week: shining a light on a lifeline too often overlooked
Exclusives, Insurance and Protection
While insurance products like life cover and critical illness often take centre stage, income protection remains less wi…
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Income Protection Action Week: protection claims – are we telling the whole story? The Exeter
Exclusives, Insurance and Protection
Written by Jack Southcott, Head of Protection Proposition at The Exeter In the world of protection insurance, trust is e…
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Income Protection Action Week: highlighting the value of holistic support
Exclusives, Insurance and Protection
As the fourth day of Income Protection Action Week comes to a close, attention now turns to the final day tomorrow, a ch…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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Income Protection Action Week: what are industry professionals really seeing, and saying?
Exclusives, Insurance and Protection
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than…
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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: making protection a priority, not an afterthought
Exclusives, Insurance and Protection
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucia…
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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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More Latest News
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Ground-breaking EISA research project
Mark Brownridge, Director of the Enterprise Investment Scheme Association (EISA) has contacted us with news of an important in-depth study into the…
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International Financial Services Forum address
The future of regulation I want to close with my third topic, the future of regulation. In October, last year I gave…
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Too big for BBLS, too small for CBILS
Who benefits? The Lender. The rates can be much higher than 7%, as it is risk related and the loan requirement…
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Deutsche Bank made $1.3 trillion worth of ‘suspicious’ transactions between 1999 – 2017
@peter_IFAMAG reads Twitter so you don’t have to. Leaked documents reveal suspicious European banking behaviour worth over £1.5trn. JP Morgan, Barclays, Deutsche…
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The Sunday Fraudster?
The Sunday Times seems to be going nap on first-time buyers today; headlines include “We snared a fire-sale mortgage” and “Young investors…
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Liability to inheritance tax following pension fund transfer
The final question was whether the omission was to be treated as a disposition by virtue of section 3(3). It was common…
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Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP…
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Viceroy call for independent investigation into The Grenke Group
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy, the research team that shorted Wirecard, calls for an independent investigation into Grenke…
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Why are tax reliefs available on some investments?
In the middle years of the 1990s, the UK Government kicked off a quiet revolution in the way long-term investment is directed…
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The story of the ISA and the latest state of play
Lifetime ISAs The Lifetime ISA was announced at Budget 2016 and became available in April 2017. People who are under the age…