Our website uses cookies to enhance your experience and to help us understand how you interact with our site. Read our full Cookie Policy for more information.
Wesleyan
-
Guest insight | Bonfire of the Vanities? In his latest blog, JB Beckett explores the rise and fall of ESG
The ongoing debate around ESG investment is on the radar of JB Beckett (pictured) this month. In his latest blog for IFA…
-
Adapting to the new retirement income landscape
By Andrew Lewis, Brooks Macdonald As the Senior Investment Director, Head of Wales and South West at Brooks Macdonald, I work to…
-
European stocks drop following tariff market shakeup: Morningstar Insight
With European stocks having dropped again in today’s trading with market volatility from potential tariffs, with today’s focus being consumer and banking…
-
Receive your complimentary printed copy of IFA Magazine – sign up now
Subscribe now to receive your complimentary monthly print edition of IFA Magazine – featuring fresh insights, expert commentary, and more. Submit your…
-
Quilter Investors: Trump tariffs take US market by surprise prompting sell-off
With Trump’s tariffs on many investors’ minds right now, Lindsay James, investment strategist at Quilter Investors has shared her analysis of the…
-
Collidr launches MPS portfolios starting at 7 bps
Collidr, the AI-driven discretionary investment manager, has launched a suite of ready-made, easy-to-implement model portfolios – Select Portfolios. This service provides advisers…
-
Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
-
TYE 2025: Adrian Boulding at Dunstan Thomas is thinking ahead to the next tax year and so should you
For some clients this is the time to quickly get those last contributions into ISAs and pensions to use up this year’s…
-
M&G’s With-Profits Fund to share over £2bn in bonuses through annual bonus declaration
M&G plc has announced today that its subsidiary, the Prudential Assurance Company’s £129 billion With-Profits Fund1 is set to share approximately £2.3…
-
Just a £100 holding wins £1m! NS&I reveals latest lucky Premium Bonds winners
NS&I has reported today that the March Premium Bonds jackpot winners are from Cleveland, North Yorkshire with a holding of £100 and…
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
-
Government ‘softens deadline’ on paying state pension top-ups – update and comment from Steve Webb, LCP
In a bid to cope with a rush of last minute inquiries around state pension top-ups ahead of the 5th April deadline,…
-
Why the FCA should expand the scope of its pension ‘projection’ review
Rachel Vahey, head of public policy at AJ Bell comments on how the FCA is considering changes to the rules for projections…
-
Revealed: the retirees on a STATE pension of £20,000+ per annum
More than half a million people are boosting their State Pension by over £5,000 annually through inheritance, according to figures obtained by…
-
TYE 2025: SIPPs are the essential year-end tool for taxefficient pension planning says James Floyd, of Alltrust Services Limited
As tax-year-end approaches, financial advisers are sharpening their focus on pension planning – and for good reason. Pensions, especially Self-Invested Personal Pensions…
-
Record Pension Credit applications driven by axing of Winter Fuel Payment
Rachel Vahey, head of public policy at AJ Bell, comments: “The DWP today is celebrating a surge in the number of Pension…
-
Aegon responds to FCA latest pensions discussion paper on modellers, consolidation and SIPPs
In its response to the latest FCA Discussion Paper, Pensions: Adapting our requirements for a changing market, Aegon has welcomed FCA openness to update…
-
ISA investing since 1999: how investing £1,000 a year beat Cash ISAs to the tune of £50,000
Laura Suter, director of personal finance at AJ Bell, comments: “Savers are paying the price for sticking to safe havens, as Cash…
-
Cash platform Flagstone posts 2024 revs up 46% as customers make £500m interest
Flagstone, the UK’s leading savings platform, has recorded a second year of profits after a year in which annual revenue grew by…
-
The People’s Pension calls for greater transparency and collaboration in response to FCA pensions consultation
The People’s Pension has published its response to the Financial Conduct Authority’s (FCA) discussion paper on adapting the regulatory framework for a…
-
Sign up to receive your complimentary printed copy of IFA Magazine!
We are excited to be offering the opportunity for our readers to receive printed copies of IFA Magazine, at absolutely no charge,…