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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Chancellor’s statement “a shot in the dark”
Key components of the Chancellor’s measures include: A Jobs Retention Bonus, giving £1,000 to businesses who take employees off furlough A temporary…
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Renewed vision for UK’s only environmentally focused impact EIS fund
Earthworm is dedicated to investment in forward thinking companies in the sustainable sector and is the only EIS fund of its kind…
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Model portfolios – bringing transparency to the industry
Catch up on the Managed Portfolio Services Webinar 7th July 2020
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Blackfinch launches additional portfolios for ethical IHT solution
In response to adviser and investor needs, Blackfinch Group has launched two new portfolios within its Adapt IHT Portfolios range. These bring…
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Pandemic forces advice firms to reassess plans for the future
Almost two-thirds of advice firms have seen their plans for the future affected as a result of COVID-19, according to new research…
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World’s first fine wine investment app launches in Europe
Smart Wine Investments has announced the launch of Vindome, its dynamic online wine trading platform for investors, collectors and fine wine enthusiasts.…
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HSBC Global Asset Management appointment
Leon will report into Joanna Munro, Global Chief Investment Officer and will be based in London. He has over 25 years’ experience…
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July’s Case Study – Clients paying overseas bills
Some advisers think currency transfer specialists like TorFX can only assist with the larger sums of money associated with property sales and…
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Mastercard had ‘long-held’ concerns about Wirecard
peter_IFAMAG reads Twitter so you don’t have to. Far spanning news stories on Twitter today. The Times has an exclusive story from…
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Business growth the single biggest concern for advisers
Another key business challenge to emerge was securing professional indemnity insurance. 52% of users found securing cover more difficult, and 62%…