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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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.…
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Your paraplanner voice matters! Be part of The Lang Cat’s 7th annual State of the Advice Nation…
Steve Nelson, Insight Director at The Lang Cat, shares his reflections on the evolution of the advice profession and the importance of…
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How bottom-up stockpicking can make a multi-asset portfolio truly diversified
Written by Orbis Investments Recent market shifts suggest we’re moving towards an environment that could be beneficial for long-term bottom-up stockpickers willing…
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CFA Institute highlights solutions for net-zero investing: Benchmarks, incentives, and time horizons critical for investors
As investors worldwide intensify their efforts to mitigate climate change, CFA Institute, the global association of investment professionals, has released a new…
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Principality Building Society joins Iress’s Lender Connect
Iress today announces Principality Building Society (Principality) is live with its Lender Connect software, which aims to help mortgages move faster by using…
