IFA Magazine
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For today’s discerning financial and investment professional | Watch for updates on #IFA, #Investing, #FinancialAdvisers & #Pensions
UK
Joined September 2010
Staying ahead on pensions and retirement income. July/August edition of IFA Magazine now available. Read and download your copy here: #IFA #Financialadviser #financialplanner #financialservices
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Ahead of President Trump unveiling a slew of new tariffs, Daniel Casali, Chief Investment Strategy at Evelyn Partners (@evelynpartners), comments and gives us a pivotal update on what this means for US trading partners. #USTariffs #Trump .
ifamagazine.com
Tariffs are back in the news again, with President Trump unveiling a slew of new tariffs. While the baseline rates for many trading partners remain unchanged
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🔍 Your Weekly Roundup from the 'New Insurance & Protection' Team. Here’s a quick look at some of the top stories shaping the industry this week — all curated with advisers and professionals in mind.
💬 Bulk annuities & SPP (@TheSPP1) insights.🚀 Vitality’s (@Vitality_UK) new employee challenges.💡 L&G’s (@landg_uk) take on critical illness cover.🌱 What young adults really want from protection. Catch up now via @IFAMagazine 👇.
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St. James’s Place (@sjpwealth) has increased its exposure to Treasury Inflation-Protected Securities (TIPS) into its lower risk Polaris portfolios. #Tariffs #Inflation #Portfolios .
ifamagazine.com
Our rationale was simple, short-term inflationary risks from tariffs combined with long-term deflationary concerns, make it very difficult to forecast
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M&G Investments (@MandGInsights) today announces the appointment of Martin Kwiatkowski as Director of Asset Management Operations, reporting to Chief Operating Officer, Richard Godfrey.
ifamagazine.com
M&G Investments today announces the appointment of Martin Kwiatkowski as Director of Asset Management Operations, reporting to Chief Operating Officer,
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“Multipolarity now defines the direction of global trade,” says Nigel Green, CEO of deVere Group (@deveregroup), one of the world’s largest independent financial advisory and asset management organizations. Read the full article right here:
ifamagazine.com
Donald Trump’s sweeping new tariffs are not just reshaping global trade—they are accelerating the rise of a multipolar global economy.
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🚀 Multi-Asset insights you can’t miss: rethink portfolios, manage risks & key strategies for 2025. Dive in & earn CPD! 👇. #MultiAsset . Featuring Brooks Macdonald (@BrooksMacdonald), Marlborough, and Royal London AM (@RoyalLondon).
ifamagazine.com
Welcome to our 2025 edition of Multi-Asset Fund Insights - a refreshed and reimagined publication that we have developed with advisers firmly in mind. It’s
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Guest insight | How platforms can help make sense of Europe’s investment landscape, with Novia Global’s (@Novia_Global) Linda Johnstone. Read:
ifamagazine.com
Renowned US statesman Henry Kissinger reputedly once asked: “Who do I call if I want to talk to Europe?” The remark was originally a dig at the region’s
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Total cost of pension tax and NI relief passes £50bn…but Reeves faces public sector firestorm if she targets another retirement raid, Tom Selby, director of public policy at AJ Bell (@ajbell) comments. #PensionTax #Pension #Reeves #Retire.
ifamagazine.com
The total net cost of pension tax and National Insurance Contributions relief hit £52.5 billion in 2023/24, up marginally from £50.1 billion a year earlier,
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Here, Toni Hatton, Head of Compliance at The Exeter (@_TheExeter), shares her perspective on the tangible improvements that consumer duty has driven. #ConsumerDuty #TwoYearsofConsumerDuty.
ifamagazine.com
As the financial services industry continues to adapt in the wake of the FCA’s Consumer Duty, the conversation has shifted from implementation to impact.
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Rates set for a cut next week – with another before Christmas, some of Hargreaves Lansdown (@HLInvest) most trusted voices share their perspective. #RateCut.
ifamagazine.com
The market expects UK interest rates to be cut from 4.25% to 4% next week, whilst also expecting one more cut by the end of the year, possibly in November or
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The Managed Portfolio Services (MPS) market has entered a new era of rapid expansion and diversification, according to the newly released Defaqto (@DefaqtoAdviser) in Focus: MPS report. #MPS .
ifamagazine.com
The Managed Portfolio Services (MPS) market has entered a new era of rapid expansion and diversification, according to the newly released Defaqto in Focus:
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New figures released by HMRC today show that the number of estates liable to pay inheritance tax rose by 13% in 22-23 vs the previous year. Ben Handley, a tax partner at BDO (@bdoaccountant) comments. #InheritanceTax #Tax.
ifamagazine.com
New figures released by HMRC today show that the number of estates liable to pay inheritance tax rose by 13% in 22-23 vs the previous year.
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More estates face inheritance tax as liabilities Jump 12%, industry professionals share their views . Industry experts share their thoughts on the news. #IHT #Tax #Estates.
ifamagazine.com
Annual Inheritance Tax liability statistics from HM Revenue and Customs today revealed that in the tax year 2022 to 2023:
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The Department for Work and Pensions (@DWPgovuk) today published its ‘Workplace pension participation and savings trends: 2009 to 2024’. #Pensions #Retirement.
ifamagazine.com
It finds that round 9-in-10 (89%) eligible employees in Great Britain were saving into a workplace pension in 2024 with 21.7 million eligible employees
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Trump’s tariffs saw nearly half of DIY investors’ investments fall in value – will 1st August spark more tariff turmoil? Rob Morgan, Chief Investment Analyst at Charles Stanley Direct (@_CharlesStanley) comments. #Trump #Tariffs #DIYInvestors.
ifamagazine.com
When first announced, Trump’s tariffs rocked global markets and supply chains, and by extension, individual’s investment portfolios and pension pots. This
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Firms planning on providing the FCA’s new targeted support must digitise customer vulnerability processes to both ensure efficiency and comply with Consumer Duty, MorganAsh (@MorganAshUK) warns. #ConsumerDuty #TargettedSupport.
ifamagazine.com
Firms planning on providing the FCA’s new targeted support must digitise customer vulnerability processes to both ensure efficiency and comply with Consumer
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US growth surges but interest rate cuts still off the table despite political pressure, as industry experts respond. #USGrowth #InterestRates.
ifamagazine.com
With US GDP jumping to an annualised 3.0% in Q2, beating consensus expectations and marking a sharp rebound from the previous quarter, hopes of a near-term
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Just Mortgages (@WeAreJustUK) New Build & Shared Ownership, the specialist new build arm of the leading national brokerage, has secured access to the innovative New Build Boost mortgage scheme from residential lender Gen H. #GenH #NewBuild.
ifamagazine.com
Just Mortgages New Build & Shared Ownership, the specialist new build arm of the leading national brokerage, has secured access to the innovative New
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Michael Shand, Managing Principal at financial services consultancy, Capco (@Capco) shares his thoughts ahead of the two-year anniversary of Consumer Duty. #ConsumerDuty.
ifamagazine.com
Michael Shand, Managing Principal at financial services consultancy, Capco shares his thoughts ahead of the two-year anniversary of Consumer Duty
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