Mortality models ‘creaking’ under the strain of disruption in the wake of the pandemic – LCP
LCP’s latest report illustrates significant disruption to mortality trends in the wake of the pandemic and the ongoing pressures on the healthcare system. In “Unlocking mortality trends: a key to better outcomes” LCP illustrates the challenge that this disruption...
New research with financial advisers and professional investors shows turbulent economic factors and ESG are driving increasing allocations to real estate
New research with 200 UK wealth managers, financial advisers, and investment professionals with clients with over £200,000 of investible assets conducted by TIME Investments, which specialises in asset-backed income-producing funds, highlights the expected increase in...
Inheritance tax receipts hit new record of £7.5bn for 2023/24 tax year
HM Revenue & Customs data today revealed that a record amount of £7.5billion in Inheritance Tax was paid to the Treasury in the 2023/24 tax year. Total receipts for April 2023 to March 2024 were £0.4billion greater than the all-time high of £7.1billion in...
The role of Fixed Income in supporting efficient MPS diversification
Join us for our next live webinar where we’ll be looking into Fixed Income investments along with our expert panellists from Legal & General Investment Management (LGIM). In particular, we’ll be looking at how Fixed Income can be used as an efficient and effective...
Fixed Income in the News
Invesco launches global corporate bond ETF aiming to deliver a meaningful ESG improvement with low tracking difference
Invesco is launching a global corporate bond ETF that seeks to increase exposure to investment-grade issuers that demonstrate a robust ESG profile. The Invesco Global Corporate Bond ESG UCITS ETF will be passively managed, investing in the securities of corporate...
How secure is Fixed Income in 2024?
Global fixed income markets have seen significant movements and developments in recent times, influenced by various factors including global economic conditions, policy changes, economic indicators, geopolitical tensions, and market sentiment. With the rise in...
Fixed Income investing in an uncertain world
In this Q&A we are joined by Alfred T. Murata, fund manager at PIMCO, to discuss where the biggest opportunities and challenges are within Fixed Income markets, the outlook for the year ahead, and the factors he believes advisers should consider in today’s...
More Latest News
CFA Institute research: challenges of climate-related data in the investment process
As we celebrate World Earth Day today, it reminds us that obtaining comprehensive, reliable, and comparable climate-related data is...
Investor stewardship key to fight against PFAS and micropollutants says WHEB AM’s Monteiro
As we celebrate World Earth Day today and its theme of 'Planet vs. Plastics', Rachael Monteiro, Stewardship and Climate analyst, shares...
Legal & General Ignite: Market activity robust in March but buyers’ needs remain complex
The latest data from Legal & General Ignite, the free mortgage research and sourcing platform, shows that UK mortgage market activity...
How climate tech is helping to fight the climate crisis: One Planet Capital’s Matt Jellicoe
Today, Monday, 22nd April, is World Earth day. It's a great moment in time to reflect on the stage of climate change and the industry...
New co-presidents appointed to CISI Scotland committee
The CISI is delighted to announce that Jonathan Gibson, CFP™ Chartered FCSI, and Shaid Moughal ACSI are the new co-presidents for...
Anti-greenwashing: UK firms gearing up for new rules and guidance
As we celebrate World Earth Day, Jessica Reed, Partner, and Edward Twigger, Associate at Farrer & Co LLP, look ahead and into some of...
Legal & General Ignite: Market activity robust in March but buyers’ needs remain complex
The latest data from Legal & General Ignite, the free mortgage research and sourcing platform, shows that UK mortgage market activity...
How climate tech is helping to fight the climate crisis: One Planet Capital’s Matt Jellicoe
Today, Monday, 22nd April, is World Earth day. It's a great moment in time to reflect on the stage of climate change and the industry...
New co-presidents appointed to CISI Scotland committee
The CISI is delighted to announce that Jonathan Gibson, CFP™ Chartered FCSI, and Shaid Moughal ACSI are the new co-presidents for...
Anti-greenwashing: UK firms gearing up for new rules and guidance
As we celebrate World Earth Day, Jessica Reed, Partner, and Edward Twigger, Associate at Farrer & Co LLP, look ahead and into some of...
Welcome to
IFA Magazine
IFA Magazine is the home of news, views, opinions and genuine insight for professional financial advisers, planners and paraplanners.
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.
IFA Talk Podcast - listen to the latest episode
Latest Publications
Explore our latest reports, magazines and special supplements.
IFA Magazine
IFA Magazine Feb 2024 edition available now | To 2024 and beyond… |
Welcome to this, our first edition of IFA Magazine in 2024. Please don’t worry, we’ve not gone all “Toy Story’ on you and Buzz Lightyear is not about to make his first appearance on the pages of our esteemed publication! However, as if 2023 and Consumer Duty...
GBI Magazine
GBI 42 | What do tax-efficient investment solutions have to offer? | January 2024
Hello, and welcome to the first issue of GBI Magazine for 2024! We hope you had a great festive period and look forward to bringing you more news as the year progresses. This issue features another exclusive interview, plus the latest news from the industry. We start...
Latest Reports
Inheritance Tax Solutions including Business Property Relief and AIM Investment (IHT/BPR/AIM)| Annual Report 2024
Welcome to the Inheritance Tax Solutions (IHT/BPR/AIM) Research Report 2024, the fourth in our series of focused reports on the tax-efficient sector for this year. By some measures you could argue that Inheritance Tax (IHT) isn’t such a big deal. IHT receipts comprise...
Trending articles
Amendment to Leasehold and Freehold Reform Bill to ‘water down’ ground rents proposals
Significant potential changes to the Leasehold and Freehold Reform Bill were reported over the weekend, which will effectively ‘water down’...
UK inflation down to 3.2% – but what does it mean for interest rates? Analysis from across the industry
This morning, the Office for National Statistics has reported the latest UK CPI inflation data, showing that prices rose by 3.2% during the...
I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London
Insurance and Protection, Podcasts
This week we will be taking a look at a much under-advised protection product, Family Income Benefit (FIB). Protection planning, can at time...
Defaqto reveals top 10 recommended MPS investments in Q1 2024
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platf...
Is ESG investing dead? No, this is ‘just the beginning’ says SimplyBiz’ Wiesner
Is ESG investing dead? No, this is ‘just the beginning’ says SimplyBiz’ Wiesner Today, as we celebrate World Earth Day, Fabian Wiesner, Head...
Twenty7tec unveils FINPLAN wealth solution for financial advice businesses
Leading advice tech business Twenty7tec has announced the launch of FINPLAN Wealth today, a sophisticated web-based practice management and...
Atom bank launches Near Prime products and reduces rates on
Atom bank, the UK’s first app-based bank, has announced it is reducing the interest rates on its Near Prime range, as it continues to offer...
“Magnetic Pensions” – a better solution to small pension pots – LCP
Automatic enrolment into workplace pensions, introduced in 2012, has been a big success, bringing more than 10 million people into pension s...
Dudley Building Society reduces mortgage rates by up to 0.35%
Dudley Building Society has reduced rates on a selection of its fixed and discounted rate Expat and Self-Build mortgages. Two-year fixed ex...
Scottish Friendly extends JISA guarantee to help parents invest for children’s future
- JISA guarantee extended to maturity of policy as the financial mutual wants to help more UK families invest - Additional benefit of up to...
