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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Why so many active funds underperform…
Clever Adviser Technology have launched a video presentation titled “Are your funds even trying?” which sets out to: Establish why active funds…
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JP Morgan staff to alternate between office and remote work permanently
@peter_IFAMAG reads Twitter so you don’t have to. JP Morgan staff will alternate between home-work and the office permanently, raising questions for…
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Over £30m lost to pension scammers since 2017
Overconfidence could be an issue with nearly two thirds (65%) saying they’d be confident in spotting a scam approach. But 4 in…
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Spotlight on the Dignity Promise
Dignity launched the Dignity Promise^ on 1st October 2019. This is a great enhancement to their range of Funeral Plans and makes…
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Octopus AIM VCTs fundraise launch
For professional advisers and paraplanners only With Octopus AIM VCTs open to new investment, register to hear from senior fund managers in…
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Chartered Financial Planners dismayed over FCSC bill rise
@peter_IFAMAG reads Twitter so you don’t have to. Financial Services Compensation Scheme bill rises for financial planners. Meanwhile, This is Money reveals…
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The next frontier – integrated financial and legal well-being
Appointing an Attorney The Alzheimer’s Society predicts 1.6 million people will be living with dementia by 2040. No one wants to think…
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UK retail sales recover and surpass February levels by 3%.
@peter_IFAMAG reads Twitter so you don’t have to. New data shows the UK retail sector recovering following lockdown. Meanwhile, four-fifths of London…
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Sunday’s Money pages; will investors get justice for Neil Woodford’s failures?
According to the Mail on Sunday, investigations so far into the Woodford debacle have been as transparent as Kim Jong Un’s North…
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Women overinvesting in Cash ISAs face low long-term returns
Women aged 25 to 34 are the most likely to hold Cash ISAs of all age groups, at 23% (811,000) of the…