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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Financial advice – is it a gender thing?
Jackie Boylan, Head of FundsNetwork for Fidelity International comments: “Our twenties and thirties can be vital years for building up longer term…
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Will freeports attract money laundering?
peter_IFAMAG reads Twitter so you don’t have to. Fintech lenders ‘bounced out of crisis loans’ by lenders, the same day as Leo…
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“NatWest bungling” and the rest of Sunday’s Money pages
The Sunday Times carries a worrying item about how NatWest’s bungling put a company’s PPE deal at risk after freezing their business…
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Wirecard COO, Jan Marsalek, bragged about funding 15,000 Libyan militia
peter_IFAMAG reads Twitter so you don’t have to. Bizare news from the Wirecard scandal today as the FT reveals connections between the…
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CoInvestor receives £2.1M funding as part of the Governments Future Fund and appoints new board member
CoInvestor, the platform digitising alternative asset investing, has received £2.1 million in funding via two rounds of investment – the latter being…
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Aberdeen Standard Investments appoints new UK business development director
Based in London, Bennett (pictured) will support ASI’s investment sales team in bringing ASI’s extensive range of investment strategies to its clients…
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The UK is part of ‘axis of tax avoidance’ responsible for 72% global tax losses
peter_IFAMAG reads Twitter so you don’t have to. The UK still reels from the job recovery program announced yesterday (hyperlink) as HMRC…
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The role of investment managers in the post Covid-19 recovery
We want rules that balance and meet the needs of both issuers and investors. This is vital. High standards, properly monitored, and…
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Liquidity vs the virus
“Hence, we have reduced our exposure to health care stocks, which are expensive and traditionally face significant headwinds with a weaker dollar.…
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Rishi Sunak’s £30bn jobs plan
peter_IFAMAG reads Twitter so you don’t have to. Chancellor of the exchequer Rishi Sunak announces a £30bn plan for COVID Recovery today.…