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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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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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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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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Acquisition process
3. Do you have the team in place to support the acquisition? If you are taking on the adviser as part of…
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7IM bolsters its intermediary team
7IM has significantly strengthened its Intermediary Sales Team with the appointments of Andrew Watson as Head of Sales Management, as well as…
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S&P 500 on Track for Best Quarter in 82 Years
peter_IFAMAG reads Twitter so you don’t have to. Despite murmurings of overvaluation in the US, global markets are broadly recovering from Coronavirus…
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Tax year end – or the end of days?
Andrew Sullivan on the ups and downs of TYE 2020 It seems a lifetime ago, but it was just at the beginning…
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Register now for the Advocate Technical Webinar
As part of our strategic relationship with EISA, GB Investments presents a new essential webinar series we are calling ADVOCATE to build…
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GrowthInvest | No going back
Client-led and intuitive: the new wave of technology within the alternatives space The new wave of technology within the alternatives space has…
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An introduction to inheritance tax from Octopus
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Get to grips with inheritance tax, different estate…
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FCA Covid Impact Survey Cause Grumblings Across Financial Sector
peter_IFAMAG reads Twitter so you don’t have to. Last night the S&P 500 made stunning comeback as it recovered its losses for…
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Overview of mergers and acquisitions in retail financial services in light of COVID-19
Like much of the economy, the mergers and acquisition market for IFAs has been infected by the coronavirus pandemic but there are…
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Fidelity | Asian Equity
At Fidelity Multi Asset, we maintain a bias in equity regions to Asia, and more specifically Greater China given the larger share…