IFA Magazine – Financial planning and investment news
Today’s News
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STEP announces its highest achieving students from across globe
The global professional membership body STEP is delighted to announce the winners of this year’s worldwide Excellence Awards.…
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FCA’s new ‘targeted support’ proposals spark industry optimism for closing the advice gap| Industry leaders react positively to today’s news
The Financial Conduct Authority’s (FCA) latest consultation on “targeted support” has been met with broad industry approval, with…
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Loyal savers endure three years of poorer closed rates
Over the past three years the average closed easy access account rate has been lower than the live…
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TEI Podcast #5: The fundamentals of investing in small to mid-cap companies with Unicorn Asset Management’s Fraser Mackersie
In this latest TEI special episode of IFA Talk, Matt and Jenny dive into the UK’s small and…
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LISA faces damning verdict as Treasury Committee echoes industry concerns
Following the Treasury Select Committee’s inquiry into the effectiveness of the LISA, published this morning, Rachael Griffin, tax and financial planning…
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Research reveals mobile-first money habits and growing confidence gap between generations
Research commissioned by Handelsbanken Wealth & Asset Management has found that 39% of 18-34-year-olds use their phones for…
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FCA’s targeted support proposal could help millions left behind by the advice gap
Following today’s announcement of the FCA’s consultation paper on targeted support, Steven Levin, CEO of Quilter, has shared his detailed…
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Rising energy prices have led to a ‘comfort crunch’ as families spend more of their budgets on essentials
Rising energy prices over the last two decades have squeezed incomes for low-and-middle income families and contributed to…
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FW: Santander updates new build affordability calculations – with customers able to borrow thousands more
Santander UK has today announced that it has introduced improved affordability rates on new build properties which will…
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Misrepresentation Matters – IPTF explores one of protection’s most pressing issues
The Income Protection Task Force (IPTF) has launched Story 3: Misrepresentation Matters, the latest chapter in its acclaimed…
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