IFA Magazine
Expert financial planning and investment management advice
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Latest posts
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Families lose a key inheritance tax advantage under pension reforms
While the Autumn Budget did not bring significant new changes for wealth planning, the previously announced pension inheritance tax changes due in April 2027 remain an important reason for families to review their plans. From intergenerational gifting to divorce settlements,…
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Experts react as government consults on default retirement income
The government have today launched a joint consultation with the FCA & TPR on how default retirement income options should work for people with defined contribution workplace pensions. Under the proposals, providers would offer savers a way to turn their pension pot into a…
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The Openwork Partnership announces new integrated technology suite for advisers
The Openwork Partnership (“Openwork”), one of the UK’s largest financial advice networks, today announced a new adviser technology suite combining client relationship, advice and investment tools in a single system. The suite is built on Plannr and Seccl and will be available to…
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Defaqto reveals shortlist for inaugural Tax Advantaged Awards
Defaqto has announced the investment providers and teams in contention for its inaugural Tax Advantaged Awards, powered by MICAP. The awards recognise those that have demonstrated consistent performance and delivered strong outcomes for investors. A total of 25 investment funds…
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Transact launches enhanced intelliflo integration to simplify contributions and withdrawals management
Upgraded app helps advisers improve data accuracy, reduce administration and streamline reporting across systems. Transact has launched an enhanced version of its contributions and withdrawals integration with intelliflo, helping advisers keep records aligned between the two…
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Beyond pensions: why retirement planning needs a broader tax-efficient toolkit
Recent data has revealed that 43% of working-age people in the UK aren’t saving enough for retirement (UK Pension Statistics 2026, The Investor’s Centre). This shortfall raises questions about how people will fund their post work life, and where pensions fit into that picture…
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Landlords remain committed to buy-to-let as confidence and refinancing activity provide positive signs, according to Landbay survey
Buy-to-let lender Landbay has today released further findings from the latest iteration of its landlord survey, revealing continued commitment to the sector, with more than a third of landlords planning to purchase additional properties over the next 12 months and almost six in…
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Only 3% of Reassured critical illness claimants say their payout made little or no difference to their lives
New research conducted with Reassured critical illness claimants reveals that nearly all believe their payout made a difference to their lives. More than four out of five say it helped them through a challenging time with their health, and almost three-quarters say they would…
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Beyond the Budget headlines | Gerard Boon on what it means for the mortgage market
With housing affordability, deposit challenges and access to mortgage lending continuing to shape the market, the latest Budget has prompted debate across the mortgage sector. In this post-Budget Q&A for IFA Magazine’s Mortgage and Property Investment Magazine, Gerard Boon,…
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TwentyCi launches new solution to help mortgage advisers win back business from moving clients
TwentyCi has launched Opportunity Signals, a new data-led solution designed to help mortgage advisers and networks identify valuable business opportunities within their existing client banks by alerting them when a client is approaching key points in their housing journey. The…
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Sometimes the best financial advice is to do nothing | M&G Advice
We have all experienced the moment when a client checks their investments or pension after a week of market turmoil. Headlines are warning about geopolitics, markets are down, and social media is full of predictions about what comes next. Ross Liston, CEO of M&G Advice, explores…
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Active management gains ground with advisers during market turbulence
Professional retail fund selectors are increasingly favouring active strategies against a volatile market backdrop, as advisers look for ways to help retired clients manage inflation, drawdowns and cash flow needs. Respondents to a survey commissioned by Rathbones, one of the…
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What are the experts watching in multi-asset fund investing?
We asked seven leading industry voices what they think is changing in multi-asset investing, and what advisers should be looking at more closely when carrying out due diligence. Discover the key considerations shaping multi-asset investing, from diversification and risk to…
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Brickflow Q3 data shows lender appetite strongest in the North West and East of England
Brickflow, the UK’s leading digital marketplace for specialist property finance, has published the Q3 2026 edition of its MarketWatch report, which shows lenders are most likely to back deals in the North West and East of England. 72% of North West deals and 67% of East of…
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Anthropic, the IPO that could reshape the AI market
Jack Amy, quantitative trading analyst at Moneyfarm, assesses what a potential $2 trillion Anthropic IPO could mean for investors as the AI company combines rapid revenue growth with huge infrastructure commitments and an unusual governance structure. At the beginning of 2023,…
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Binance cyberattack highlights need for stronger cybersecurity controls as crypto adoption grows
Deep Patel, partner and UK payments lead at Capco, considers what the Binance cyberattack could mean for confidence, regulation and cybersecurity across financial services. “The hacking of Binance will certainly knock consumer confidence in crypto assets and force others in the…
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RAM expands group life proposition with Reframe Cancer screening partnership
Risk Assurance Management Limited (RAM) is expanding its Group Life proposition through a new partnership with Reframe Cancer, providing employees with access to enhanced cancer screening from 2nd November 2026. The new service will complement RAM’s existing suite of added-value…
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Plannr appoints fintech entrepreneur Guy Tolhurst as CEO
Plannr, the next-generation CRM and operating system for financial advice businesses, has announced the appointment of Guy Tolhurst as Chief Executive Officer, marking a significant milestone in the company’s growth and strategic development. Tolhurst brings extensive experience…
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NS&I celebrates Premium Bonds’ platinum anniversary announcing jackpot winners from Outer London and Shropshire
NS&I’s Premium Bonds go platinum this month as it is 70 years since the UK’s most popular savings product originally went on sale on 1 November 1956. Over £500 million has been won by Premium Bonds holders in this month’s draw through more than 6.5 million prizes. The first…
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Wealth DFM Talk Podcast #15: Rethinking sustainable investing through resilience, with Impax’s Stuart White
In this latest episode of Wealth DFM Talk, Stuart White, Executive Director of Business Development, Impax Asset Management joins us to explore how sustainability is evolving beyond a standalone investment theme, with a growing focus on financial materiality, energy security and…