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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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BoE holds rates at 4% as housing market looks for stability: mortgage and property professionals respond
Economy, Mortgage and Property
The Bank of England has kept Bank Rate at 4% with a majority vote of 7-2, reinforcing expectations that August’s cut wil…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cu…
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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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Weight-loss drugs: a breakthrough the protection industry can’t ignore
Exclusives, Insurance and Protection
With 1.5m Britons now using injections to lose weight and a further NHS rollout on the cards, we must consider their pot…
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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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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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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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Pencil full of lead: When it comes to retirement planning..
Ageing well In considering that, the policy wonks at the DWP might usefully read a book called ‘The Changing Mind: A Neuroscientist’s…
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A day in the life of a PFS Purely Paraplanning event
Paraplanners are a friendly and sharing group that’s for sure. Caroline Stuart recounts a day in the life of a PFS Purely…
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Blackmore Bond go Bust as Lockdown Looks to Continue for Foreseeable Future
peter_IFAMAG reads Twitter so you don’t have to With the Lockdown set to continue for the rest of the calander year we…
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Octopus Live Online: The Estate Planning Show
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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How to build a digital adviser. Part 1: your website
Once your website has a bit of colour in its cheeks, you need to keep its blood pumping, otherwise it’ll keel over.…
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King & Shaxson to present on their ESG/ethical integration
King & Shaxson will present on its ESG/ethical integration and how this has proven to provide added value in both respective performance…
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Virtually Normal | IFA 88 | May 2020
Soundbites, cliches and metaphors, a dialogue more reminiscent of a former wartime era has been tripping off the tongues of our news…
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Tapping into women’s wealth
Adviseher The role financial planners have to play in closing the gender advice gap is pivotal. That’s why Parmenion launched its #AdviseHer…
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o2h ventures webinar Friday April 24
This Friday, April 24 @ 3 PM (GMT+1:00) will see o2h ventures’ first ever exclusive ChaiTime webinar as they quiz panellists on…
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The sustainable investment debate
Information is power There are now training courses available on ESG investing. Major groups, like Federated Hermes, the combination of Pittsburgh based…