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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The Committed Capital Growth Fund – a summary
At a glance Investment objective – To realise capital gains from a portfolio of growth companies with the additional enhancement of EIS…
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Terminal reputational damage?
Kerrranggg! What was that? No, not the opening chord of a heavy metal anthem, but the sound of exalted reputations hitting the…
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MPs launch wide-ranging pension scams probe
@peter_IFAMAG reads Twitter so you don’t have to. MP’s launch wide-ranging pension scams probe today. Meanwhile, more audit failures come to light.…
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ARIE Capital announces global launch of ACBM
Extensive real-world compliance and regulatory testing have been completed since its foundation in 2019. Today ABCM serves its clients via a cost-efficient,…
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Watchdog tells bank they can reject loans if customers took a mortgage holiday
@peter_IFAMAG reads Twitter so you don’t have to. Now City watchdog tells bank they can reject loans if a customer took a…
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Synthetic replication may offer a structural advantage
Non-US dividend withholding tax Tax authorities in Europe and many other countries take a similar approach to dividend withholding tax on foreign…
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Fund EcoMarket App launch
SRI Services have launched a new App that enables financial advisers and others research Sustainable, Responsible and Ethical funds. The aim of…
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Natwest customers have bank accounts closed after requesting Coronavirus loans
@peter_IFAMAG reads Twitter so you don’t have to. APPG Banking shares Natwest customer’s stories today, as they say, applications for COVID Loans…
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Flak for the FCA – and the rest of Sunday’s Money pages
The Sunday Times reveals that savers in the closed Woodford Equity Income fund have lost more than a quarter of their money…
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IFAs see FCA annual regulatory bill rise 60%
@peter_IFAMAG reads Twitter so you don’t have to. Disgruntled advisers handed annual regulatory bills as much as 60% larger than last years.…