IFA Magazine – Financial planning and investment news
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Fund manager view| Is your clients’ ‘gilty’ pleasure becoming unhealthy? Artemis’ Stephen Snowden
For many investors it seems, gilts have become the new ‘gilty’ pleasure. But as record numbers of retail…
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Gifts to charity in Wills rises to £980m as more estates seek to cut inheritance tax
The total value of gifts left to charity in people’s Wills rose to £980m last year, partly as…
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LIBF and The Mortgage Mum back underrepresented talent with scholarship
The Mortgage Mum is partnering with leading financial education provider LIBF to develop a new scholarship scheme to…
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Regulatory outlook: the case for a ‘Pension Tax Lock’ and what the state pension age review could mean for future pensioners
Key regulatory and legislative developments are set to impact the UK personal finance, pensions, and financial planning sector…
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Transact launches new app with intelliflo to simplify contributions and withdrawals
Transact is excited to introduce a new app developed in partnership with intelliflo. The app will make it…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at…
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CISI launches Financial Planning Week 2026 calling on all UK financial planners to give their free time to make a difference
Building on the concept of CISI’s Financial Planning Week (FP Week) as an opportunity to give back, CISI…
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VCTA: Collaboration creates optimism ahead of this year’s Budget
Ahead of the upcoming Autumn Budget, the Chair of the VCTA, Chris Lewis, shares his thoughts on what…
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PIMFA responds to HMT’s Financial Ombudsman consultation
PIMFA has today issued its response to HM Treasury’s consultation on the review of the Financial Ombudsman Service (FOS).…
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The Mortgage Works expands Limited Company product range
The Mortgage Works is today introducing new products to its range as it continues to cater to the…
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