IFA Magazine – Financial planning and investment news
Today’s News
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Inflation continues to pose the biggest risk to portfolio performance, investors say
Inflation, the UK’s slow economic recovery and geopolitical conflict are seen as the most significant risks to the performance of UK investors’ portfolios, new…
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Kingsley Napley’s ‘Inheritance Tax Olympics’
An analysis by law firm Kingsley Napley of HMRC inheritance tax data (just released for tax year 2021-22)…
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Symvan Capital’s Kealan Doyle discusses how the UK Election will affect investments
Welcome to the latest instalment in our new series of interviews on GBI Magazine! This series focuses on…
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What Professional Indemnity (PI) Insurance providers expect when it comes to advisers’ vulnerability procedures
July 2024 marked a year since Consumer Duty came into effect. Ensuring vulnerability is managed correctly is not…
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Podcast #88: Consumer Duty one year on – has it really been a game changer for advice firms? With Matt Wood, MD at AMFA
As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find…
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Industry reacts to house prices increasing by +0.8% in July
Following the news that house prices increased by +0.8% in July, following three relatively flat months, industry experts…
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Not out of the woods yet: Advised clients still facing financial challenges, according to new Aegon research
While inflation is now returning to target levels and economic performance slowly improves, findings from Aegon’s latest Adviser attitudes…
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Hinckley & Rugby for Intermediaries appoint National Account Manager
Hinckley & Rugby for Intermediaries has appointed David Jackson as National Account Manager. David started his role on…
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Buckinghamshire Building Society reduces rates and increases maximum loan on self-build
Buckinghamshire Building Society has reduced rates on its self-build range – available via BuildLoan by up to 0.25%,…
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UK retirement planners face average 28-day wait for pension transfers
My Pension Expert’s 2024 Retirement Fairness Index has highlighted the lengthy times retirement planners in the UK must…
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