IFA Magazine - Financial planning and investment news
M&G appoints Kirsty Wright to further develop its £62 billion flagship PruFund range. M&G today announces the appointment of Kirsty Wright as Director of PruFund Proposition, as the firm seeks to furthe…. IFA Magazine, for today’s discerning financial & investment professionals. We bring you the latest financial news, views and interviews.
Latest News - IFA Magazine
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Five ways to conduct a good sludge audit and why ... - IFA Magazine
Aug 20, 2024 · Here are five ways to conduct a good sludge audit. 1. Sludge is a subset. A sludge is where there is excessive friction, discouraging consumers from making decisions in their best interests. For example, making it harder than necessary to exit or cancel a product. You don’t want to make good decisions hard.
LTA confusion tops advisers' technical questions according to …
Sep 28, 2023 · Royal London, the UK’s largest life, pensions and investment mutual, has found confusion over the lifetime allowance (LTA) generates the most questions from advisers. Royal London’s technical team is one of the busiest in the industry, delivering over 70 training sessions to adviser firms either face-to-face or via webinar this year so far. Since the Spring Budget and draft legislation ...
Optimising asset allocation over the longer term. We examine how the PruFund range of funds is managed in order to remain an industry-leading solution to market volatility. IFA Magazine is published by IFA Magazine Publications Ltd, Tel: +44 (0) 1173 258328 | 54 Chester Street, Cirencester GL7 1HG. 2022.
An ‘outstanding year’ for Chase de Vere says CEO ... - IFA Magazine
Jun 28, 2022 · Kathleen Gallagher, Chief Executive Officer, Chase de Vere, said: “This was an outstanding year for Chase de Vere, as our continued focus on providing a high level of service and on the wellbeing of our clients and our employees throughout the pandemic has resulted in our best-ever business performance and our best-ever client feedback scores. ...
Intelliflo launches new and improved ‘intelliflo planning’
Dec 1, 2021 · intelliflo, a global leader in financial advice technology, has today launched intelliflo planning, a new powerful cashflow planning tool built by financial planners and paraplanners. The new tool makes it quicker and easier for advisers to build, adapt and stress-test clients’ plans. From solving tax, pensions and investment complexities to ...
Tax Barrister, Michael Paulin, assesses the impact of IR35 on IFAs
Apr 7, 2021 · If there are any key takeaways from the pandemic, it is that a flexible workforce is the key to economic survival, especially as we emerge out of the pandemic. Michael Paulin is the founder of Wolf IR35 Legal Services and a tax barrister. The inception of IR35, which more commonly is known as ‘off-payroll’ rules, can be traced to the Inland ...
Vanguard: six ways LifeStrategy portfolios deliver value
May 29, 2024. Vanguard shares six key features of using an all-in-one, diversified Multi-Asset solution like Lifestrategy, in your clients’ portfolios. All-in-one Multi-Asset portfolios like LifeStrategy can deliver value to investors and advisers alike. Five different equity/bond splits in either fund or model portfolio format offer greater ...
IFA Talk Podcasts - IFA Magazine
With Everest’s Mark Wood. Insurance and Protection, Podcasts. As Benjamin Franklin famously said years ago… nothing is certain except death and taxes. Here on previous IFA Talk podcasts, we’ve spent…. Podcast #88: Consumer Duty one year on – has it really been a game changer for advice firms? With Matt Wood, MD at AMFA.