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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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Halifax reveals house prices rising for third straight month | M&PI 12 | November 2024
The Budget is here Welcome to November’s edition of Mortgage and Property Investment Magazine where we cover all the latest ongoings from…
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Consumer Duty compliance – customer outcomes not being represented at board level
A new study has found greater scope for customer outcomes to be represented at board level in financial services firms to support…
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ProVen VCTs announce £40m fundraise
Beringea, manager of ProVen VCT and ProVen Growth and Income VCT (the ProVen VCTs), has today announced the launch of the latest…
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An Autumn chill, as equities fuel outflows in September
A summer glow came to an end in September, as net retails sales of investment funds saw outflows of £3.4 billion, according…
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Expect a more elevated trajectory of UK interest rates following Budget
By Rob Morgan, Chief Investment Analyst at Charles Stanley Governor Andrew Bailey’s recent comments the BoE could be “a bit more aggressive”…
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Market reactions to Trump’s victory – short-term gains but long-term uncertainties
Lindsay James, investment strategist at Quilter Investors has commented on the latest financial and market news following President Trump’s election victory. She…
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CII reveals seven newly Chartered corporate firms
The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved Chartered status over September and October.…
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After Trump’s win, fiscal policy and inflation risks in focus
By Naomi Fink, Chief Global Strategist Republican candidate and former president Donald Trump gained a decisive majority of electoral votes in the…
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The opaque ceiling: only half of British employees know what their company board does
All stakeholders have a role in the success of a business, but employees play a unique role in the performance of a…
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Halifax HPI reveals that house prices are continuing to rise
Halifax’s latest HPI data released this morning shows that house prices are continuing to trend upwards. Following this IFA Magazine has asked…
