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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Schroders Personal Wealth appoints Martin Andrew to its board
Schroders Personal Wealth (SPW) – the joint venture between two of the most established entities in the UK financial services industry, Lloyds…
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Invesco: Fixed Income ETF flows remain resilient despite bond market turbulence
Written by Paul Syms, Head of EMEA ETF Fixed Income and Commodity Product Management at Invesco Bond markets broadly performed poorly in…
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Two thirds of asset managers expect a significant rise in margin pressure in the next two years
The asset management industry is set to face increased commercial pressures in the next two years, with two in three (65%) of…
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United Trust Bank Asset Finance to launch in Scotland
United Trust Bank (UTB) Asset Finance has revealed that it intends to expand its activities in Scotland and increase its support to brokers…
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Phoenix Group calls for better promotion of green jobs to improve recruitment among over 50s workers
A new report has found workers aged 40-65-years-old viewed ‘green jobs’* as riskier than ‘traditional’ jobs in terms of pay, security and…
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Market Analysis: Trump 2.0 sees Russell 2000 outshine the S&P 500 and Nasdaq
By Daniela Sabin Hathorn, senior market analyst at Capital.com The effects of Donald Trump’s election as the 47th President of the United States…
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Professional portfolio investment and the requirement for landlords to be socially responsible
Written by Andy Jones, Group Director of Corporate & BTR at Leaders Romans Group (LRG) The rental sector is undergoing perhaps its…
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Active Mortgages chooses Acre to ease advisor burden
Active Mortgages, the UK’s go-to mortgage specialist for self-employed individuals, business owners, and investors, has selected Acre, the innovative intermediary platform, as its CRM…
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Retirees with an annuity enjoy greater life satisfaction and fewer affordability struggles
Retirees with a guaranteed income report higher levels of satisfaction and face fewer affordability challenges, according to a new study from Legal…
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Three ways AI can transform your advice journey
Almost three-quarters (72%) of advice firms believe integrating Artificial Intelligence in advice delivery is important, according to intelliflo’s latest marketwide Advice Efficiency…
