Long read
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In Focus: supporting older borrowers to maintain financial resilience in a changing mortgage market
As part of our ‘In Focus’ series on mortgage resilience in a higher-rate environment, Damon O’Connell, Director of Adviser Performance at Key…
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Aegon: State pensioners still in line for above-inflation boost, but possible future tax bill ‘shouldn’t go unnoticed’
The Office for National Statistics has announced that the Consumer Prices Index (CPI) rose by 3% in the 12 months to February…
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Comentis launches ground-breaking Outcome Survey to bridge Consumer Duty validation gap
Comentis, the duty of care assessment company, has today announced the launch of its new Outcome Survey. The full-service platform, is the…
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FCA announces plans to help people get more financial advice for important decisions – plus industry reaction
More people could access financial advice, under proposals set out today by FCA. The FCA is consulting on how to make it…
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In Focus: the foundation of financial resilience in an uncertain world
As part of this week’s ‘In Focus’ series on Protection Planning as the Foundation of Financial Resilience, Katharine Stagg, Managing Director at Stagg Mortgage Services, explores…
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Measuring the hidden costs of annual reviews in advice firms
Following his first article on the hidden constraints of annual reviews, Brian McLaughlin, Founder of Pillar Client Services Ltd, takes a closer look…
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Good ‘bedside manner’ is still underrated in financial planning | Clifton’s Markwick
What turns a good financial planner into a great one? With the busy tax year-end period in full swing plus stockmarket volatility…
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Fundment tops Defaqto 2026 Platform Service Ratings in adviser survey
Defaqto has reported today that Fundment has topped a new survey of advisers that informs Defaqto’s 2026 Platform Service Ratings, outperforming more…
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FE fundinfo launches UK CCI solution on its Nexus platform ahead of April 2026 obligations
FE fundinfo has today announced the launch of its Consumer Composite Investments (CCI) solution, supported by AI-driven validation, giving product manufacturers a…
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Insight: Alltrust’s James Floyd highlights why personal savings must shoulder more of retirement burden
As pressure mounts on the sustainability of the State Pension, advisers must help clients confront a growing adequacy gap. In the following…
IFA Talk Mortage and Property is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Mortgage and Property professionals.
