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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Clever Adviser Technology to share expert insights…
Click here to register for the MPS Webinar to hear from experts in the space, including George Cliff MBA, Research Analyst &…
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Do you need to attend this webinar?
For a taster of what the MPS Webinar has to offer, see below snapshot of questions to be put to the experts:…
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CoInvestor | Making the connection
Are there more clients becoming interested in the schemes? Time will tell what the pandemic has done to medium and long term…
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Square Mile acquires Ethical Money Limited
Following the acquisition, Fleetwood will join Square Mile as Director, Responsible and Sustainable Investing, and will work with the firm’s Executive Committee…
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The Insurance Doctor will see you now
What impact are DBTs having on insurance? For those advisors with no exposure to DBTs, there may still be an increase in…
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ECB warn of ‘two speed recovery’ in Europe
peter_IFAMAG reads Twitter so you don’t have to. Vice President of the European Central Bank warned of a ‘two-speed recovery’ across the…
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Which leading experts are presenting to UK advisers next week?
There is still time to register for our upcoming MPS Webinar. We will be taking a look at ‘what’s under the bonnet’,…
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Liontrust to acquire Architas UK investment business
· The acquisition will create a significant multi-asset multi-manager proposition with £6.6 billion in assets under management and advice (AuMA) · …
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EQ Investors lowers DFM service fee
EQ Investors, the B Corp wealth manager, has announced that it is reducing its annual discretionary fund management (DFM) charge with effect…
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How Carol’s adviser solved her IHT problem
For professional advisers only Meet Carol. She inherited sizeable assets from her late husband. She’d like to leave her estate to her…