Short read
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Later Life Lending customers twice as likely to involve their families in an equity release conversation in 2023 than 2019
More2life’s bi-annual vulnerability report has identified that the pandemic as well as the cost of living crisis has impacted on how open families…
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Quilter Cheviot expands national footprint with new business development hires
Quilter Cheviot has today announced it has made four new hires across its office footprint as the firm bolsters its business development…
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Annuity rates increase by 20% in the last twelve months adding over £25,000* to lifetime income
Annuity rates have increased by 20% in the twelve months to June 2023, with a total increase of 48% since the start…
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UK mortgage customers call for flexibility and reliant on brokers
Two thirds of UK mortgage customers (66%) believe greater flexibility is needed from lenders in the current economic climate, new research from…
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Nearly two-thirds of professional investors say macro investing now more relevant
Nearly two thirds of professional investors surveyed (64%) say macro investing has become more relevant, given the significant financial market turmoil of…
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Aegon calls for urgent roadmap of Mansion House pension reform package to avoid ‘mindboggling complexity and chaos’
Following the bumper package of pension papers and consultations issued after the Mansion House speech, Aegon is calling for the Government and…
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Is it time to revisit UK Equities? Comments from abrdn following inflation data
The UK is unloved and mispriced. There are a range of reasons given for this, one of which is the UK’s problem…
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“Government threatens to backtrack on ability to inherit pension pots tax-free” – Steve Webb, LCP
A bundle of complex tax consultations published yesterday (18th July) contained a potential bombshell for anyone expecting to inherit a pension pot…
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CII welcomes five new Chartered Firms in Q2
The CII has announced today that five financial planning and insurance firms have recently gained corporate Chartered status with the professional body.…
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Episode #49 – Foresight VCT’s Hugi Clarke discusses benefit VCT investment can have on a client’s retirement
On this week’s episode of IFA Talk, Brandon and Jac talk to Hugi Clarke, partner at Foresight VCT about the growth of…
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.
