Retirement
-
Moneyfacts: Only a quarter of savings accounts can beat base rate
Moneyfacts UK Savings Trends Treasury Report data shows that, despite a cut to the Bank of England Base Rate (BBR) to 4%, only…
-
How financial education is essential for empowering prospective buyers
Written by Ben Thompson, Deputy CEO, Mortgage Advice Bureau For many, the dream of owning a home is one that can feel…
-
Chancellor risks new ‘Omnishambles’ Budget if she raids pension tax relief
Chancellor risks new ‘Omnishambles’ Budget if she raids pension tax relief, warns Steve Webb of LCP, as new analysis highlights the political…
-
DFM Magnus launches three multi-asset funds for Wren Sterling clients
Wren Sterling’s discretionary fund management (DFM) business, Magnus, has launched three funds for clients of the group’s financial planners: the IFSL Magnus…
-
Barnett Waddingham launches ‘Lighthouse’ to enhance investment monitoring for pension schemes
Leading professional services consultancy Barnett Waddingham today unveils Lighthouse, a new monitoring service designed to transform how pension scheme trustees and sponsors…
-
Titan Square Mile launches a new MPS range focused on quality and value to deliver long-term client outcomes
Square Mile, now rebranded as Titan Square Mile, today announces the launch of a new distributor Model Portfolio Service (MPS), a powerful…
-
2 in 5 fear investing due to lack of knowledge: 10 most Googled investment questions answered by experts
Poor financial literacy is costing 23.3 million UK adults an average of £20,000 compared to their more financially savvy peers. Over two…
-
Planning for the April 2026 business property relief changes – what do advisers need to know?
Written by Neal Lees, Director, and Richard Pott, Senior Manager – Buzzacott From April 2026, the rules on passing on a business…
-
Quilter: HMRC’s new Lifetime ISA research shows just how confused its purpose has become
New HMRC research shows confusion over the Lifetime ISA, with savers split between using it for a first home or retirement. Quilter’s…
-
TPR data sheds light on impact of Truss mini-budget with major improvements in DB funding
The Pensions Regulator (TPR) publishes today its Occupational defined benefit scheme funding analysis 2025, looking at scheme valuations from 22 September 2022…
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
-
How AI is making financial advice smarter and scalable | Stu Breyer, mallowstreet
In his latest blog for IFA Magazine, Stu Breyer, CEO of mallowstreet, the B-Corp insights network behind SOFI, a proprietary AI tool…
-
Calastone: Investors shun record-high stock markets as £1.3bn flows out of equity funds in August
Equity funds saw £1.31bn of outflows in August, the worst since 2022, Calastone data shows, as investors pulled back from global and…
-
Flexible, focused, and future-ready: multi-asset investing in 2025
As an adviser, your job is to help clients achieve their financial and lifestyle goals with confidence and clarity. Multi-asset funds have…
-
Aegon Second 50: Confidence in comfortable retirement on the rise, but gaps persist
Confidence in retiring comfortably is on the rise, with 33% of UK workers now saying they feel very or extremely confident about achieving a lifestyle they consider comfortable…
-
Cutting through the chaos to help advisers take back control of their tech | Nick Ryan and David Mills, Pilot Financial Systems
Frustrated by clunky, disconnected systems, advisers Nick Ryan and David Mills decided to build the solution they wished they’d always had. With…
-
What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm BDO has shared its predictions…
-
Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers access market-leading rates and diversify…
-
As gold prices reach record highs this week, is now the time to invest?
With gold reaching a record high of $3,508.50 per ounce this week (Tuesday, 2nd September 2025), and Chancellor Rachel Reeves’ encouragement for…
-
Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the gilt…
-
Schroder Investment Solutions expands distribution reach of Model Portfolio Service
Schroder Investment Solutions, provider of a range of cost-effective Model Portfolios and Multi-Asset funds, is today announcing that its Model Portfolio Service…
![[UNS] tax](https://ifamagazine.com/wp-content/uploads/2024/11/getty-images-gA9N92x8Yko-unsplash.webp)
