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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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BoE holds rates at 4% as housing market looks for stability: mortgage and property professionals respond
Economy, Mortgage and Property
The Bank of England has kept Bank Rate at 4% with a majority vote of 7-2, reinforcing expectations that August’s cut wil…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cu…
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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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Weight-loss drugs: a breakthrough the protection industry can’t ignore
Exclusives, Insurance and Protection
With 1.5m Britons now using injections to lose weight and a further NHS rollout on the cards, we must consider their pot…
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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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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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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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No Deal Brexit is Back on the Table as UK Economy Reels from Crisis
peter_IFAMAG reads Twitter so you don’t have to. Coronavirus takes a back seat in the news today as American protests continue and…
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Get your CPD with Octopus Investments
For professional advisers and paraplanners only. Not to be relied upon by retail clients. To kick things off, the incredibly popular Octopus…
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Corona Effect: Families Are Discussing Money, Wills, Funeral Plans and Inheritance.
Families are becoming more open about their finances as the coronavirus crisis highlights the need to discuss wills and inheritance, new research1…
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Get your CPD with Octopus Investments
Estate planning specialist Octopus is creating on-demand, online resources that count toward your CPD hours. For professional advisers and paraplanners only. Not…
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Stock Markets Stay Buoyant Despite International Malaise
peter_IFAMAG reads Twitter so you don’t have to. US and Hong Kong Markets have stayed bouyant despite President Trumps attacks on Chinese…
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This Sunday’s Money pages
The Mail on Sunday reminds us that one year on, Neil Woodford’s investment fund is still in lockdown; Woodford himself is now…
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NatWest straining to deliver Bounce Back Loan as scammers pile in
HSBC were the first to flag serious delays in delivering much needed Bounce Back Loans following their introduction on the fourth of…
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US Stock Market is Overvalued
peter_IFAMAG reads Twitter so you don’t have to. The US Stock Market may be overvalued by as much as 16%, with 7…
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The MPS Report by Tony Catt
The financial professional’s crib-sheet to Managed Portfolio Service
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How to build a digital adviser Part 6: video – The Sequel
Testimonial films Okay so you’ve got the flagship film sitting nicely on your home page, what next? For the cherry on the…