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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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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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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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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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Why impact and profitable growth can go hand in hand
Fund manager John William Olsen explains how investors can use the M&G Positive Impact Fund to help solve major social and environmental…
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Small FinTechs in UK at risk from funding collapse
Around 60% confirmed they were adapting their strategy to survive the Covid-19 pandemic and its resulting economic shockwaves, with 32% of those…
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Everything you need to know about funeral plans
By the end of 2019, over 2 million funeral plans had been sold in the UK since 2002, according to the Funeral…
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interactive investor completes acquisition of Share plc
It is now over 3 months since interactive investor started operating remotely, with over 90% of the team working from home since…
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The UK’s “big four” accountancy firms ordered to separate audit arms
peter_IFAMAG reads Twitter so you don’t have to. Following years of high profile failings calls for an audit of UK auditors grow. Chancellor…
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SidebySide Partnership announces major hiring
The SidebySide Partnership has announced the expansion of its management team with the appointment of James D’Mello as Head of Business Development. D’Mello has extensive financial services…
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Sunday’s Money pages
The Sunday Times notes that deals for first-time buyers are vanishing, but homeowners can get great rates. A cautionary tale – a tax adviser who…
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Workers in hard hit UK industries will never afford retirement
peter_IFAMAG reads Twitter so you don’t have to. Today a Scottish Widows survey reveals many UK workers have no retirement plan, particularly…
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EBI Portfolios answer key questions
Click here to register for the MPS Webinar to hear from experts in the space, including Craig Burgess, Chief Executive Officer of…
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Monzo director quietly terminated
peter_IFAMAG reads Twitter so you don’t have to. Monzo director was quietly terminated on June 17th this year, many speculate over the…