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PODCAST

IFA Talk

IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.

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All Episodes

21:49

Podcast #141: What do advisers and paraplanners want...

IFA Talk ·

2025/09/24

Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth:  Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and paraplanners really want and need from providers when it comes to helping clients achieve secure, sustainable retirement income. In this conversation, we

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15:01

M&PI Podcast #19: Supporting clients with complex...

IFA Talk ·

2025/09/22

Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving circumstances. In this episode, Jenny Hunter and Meg Bratley are joined by Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley & Rugby for Intermediaries. With over 20 years’ experience in financial services, Laura shares her insights on how advisers can unlock opportunities for borrowers through flexible, manual underwriting

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18:41

Podcast #140: Cutting through the chaos to streamline...

IFA Talk ·

2025/09/17

If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone. Multiple systems that don’t talk to each other, endless rekeying, and the same tasks repeated in five different places, it’s a frustration most advisers know all too well. In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread are joined by Nick Ryan, CEO, and David Mills, Chairman, at Pilot Financial Systems. Both have deep roots in the advice profession and have lived the

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19:23

Podcast #139: Helping advisers build successful...

IFA Talk ·

2025/09/10

In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an MPS provider and an advice business.It’s a subject that remains front of mind for many advisers and wealth managers, especially as the MPS market evolves and client expectations continue to grow. To learn more about L&G’s MPS, visit here. You can also visit L&G blogs for more thought leadership pieces. Meet L&G’s Francis Chua To help us dive

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15:07

TEI Podcast #6: Navigating tax-efficient planning in...

IFA Talk ·

2025/09/08

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning during a time of rising taxes. With taxes on the rise, new rules bringing pensions into the inheritance tax net, and clients increasingly looking to advisers for clarity, the landscape has never been more challenging. But it’s also a time of real opportunity for advisers to demonstrate value. To help unpack this, Diana French, Chief Commercial Officer at

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17:53

Podcast #138: Rethinking PII with Lee Robertson...

IFA Talk ·

2025/09/03

Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm. In this episode of  IFA Talk, we’re taking a fresh look at it with someone who knows the advice profession inside out. Our guest is Lee Robertson, now Non-Executive Director and Head of Strategic Partnerships at BareRock, the digital-first PII provider that’s shaking things up. Many in the profession will know Lee as a long-time champion of quality financial

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20:04

NI&P Podcast #16: Providing understandable and valued...

IFA Talk ·

2025/09/01

In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns all of us in the industry. Joining us to discuss this are LifeSearch’s CEO Debbie Kennedy, and Homeowners Alliance’s CEO and Founder Paula Higgins. The two have worked together recently on some fascinating research, which we’ll dive into in this special episode. Debbie and Paula unpack how advisers can address client protection advice issues to ensure the advice

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21:35

Podcast #137: The Real AI Opportunity? Better...

IFA Talk ·

2025/08/27

This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather than talking about how it can help you churn through work faster, we’re asking something a bit deeper: what if the real power of AI is actually about creating better workplaces?Joining us for this thought-provoking episode are two brilliant guests, Jenny Segal, a Workplace Culture Expert, Author and Investment Industry Leader, and Annabel Gillard, an expert in AI and Corporate

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19:52

Podcast #136: Succession planning for business owners...

IFA Talk ·

2025/08/20

In this week's episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and potential further tightening of the IHT rules mean that some families could face a shockingly high combined tax burden on a business owner’s estate. When you factor in Corporation Tax, Dividend Tax and IHT, in some cases the overall tax exposure could reach as much as 88%.Joining us to discuss this is Peter Ball, Tax Partner at Bishop Fleming. Peter helps us get our heads

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17:14

Podcast #135: Making the most of your first client...

IFA Talk ·

2025/08/13

In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of the advice process: the first client meeting.Joining Jenny and Sue for the chat is the fantastic Melissa Kidd, Director, Speaker and Soft Skills expert, who’s on a mission to help advisers make the most of that all-important first hour with a potential client. Earlier this year, Melissa spoke to over 100 financial advisers to find out what’s really going on in those initial

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18:36

Podcast #134: The paraplanner’s path to leadership,...

IFA Talk ·

2025/08/06

In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better to talk us through it than Stuart Coombe, Partner and Rural Specialist at Old Mill.Stuart joined the firm back in 2008 as a paraplanner, fresh from a dairy farming upbringing in East Devon. Since then, he’s not only become a Chartered Financial Planner but also made the leap into advice – and more recently into leadership as a Partner. It’s been quite the progression, and in this

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16:15

NI&P Podcast #15: Heroes in the middle - How advisers...

IFA Talk ·

2025/08/04

In this week’s special New Insurance and Protection edition of the IFA Talk podcast, we’re shining a spotlight on the vital role financial advisers play in delivering better protection outcomes for clients, and how providers like Legal & General are working to support them every step of the way. Hosted by Sue Whitbread and Meg Bratley, this episode features Mike Pritchard, Programme Manager (Distribution Quality Management), Retail Protection at Legal & General. Mike brings deep insight into

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20:27

Podcast #133: Tariffs, interest rates and gold -...

IFA Talk ·

2025/07/30

In this week’s episode of IFA Talk, we’re tackling some of the big themes dominating market conversations in 2025, notably tariffs, interest rates, and the soaring price of gold.With geopolitical tensions running high and Trump’s tariffs creating waves across global markets, we ask what it all means for advisers and their clients. To help make sense of the current investment landscape, Sue and Matt are joined by Daniela Sabin Hathorn, Senior Market Analyst at Capital.com, for a timely and

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18:24

M&PI Podcast #18: How mortgage tech is transforming...

IFA Talk ·

2025/07/28

July’s special Mortgage and Property Investment edition of the IFA Talk podcast is now live. And it's one not to miss if you're a financial adviser or mortgage broker. This month, Sue and Matt are diving into the world of mortgage technology, exploring how innovation is reshaping the way brokers, lenders and clients interact throughout the borrowing journey. They’re joined by Rowan Clayton, Chief Product Officer at Finova, for a timely and insightful discussion. Rowan shares his perspective on how

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16:46

Podcast #132: What's next for VCTs after the sunset...

IFA Talk ·

2025/07/23

In this episode of IFA Talk, Matt and Jenny discuss all things VCTs, following the extension of the sunset clause. Joining them to share his expert insights is Chris Lewis, Chair of the Venture Capital Trust Association. Chris reveals his thoughts on what’s likely to shape the VCT agenda, as well as providing some real-world examples of companies these trusts are backing across the UK. They also explore the wider economic impact of the VCT market – now supporting over 1,000 companies and managing

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15:01

Podcast #131: Is ESG investment evolving - or just...

IFA Talk ·

2025/07/16

In this episode of IFA Talk, Sue and Matt are joined by Mollie Thornton, Senior Investment Manager at Parmenion, to explore how ESG investing is changing and what that means for advisers.We look beyond the usual headlines to ask: why are companies like Amazon now appearing in ESG and MPS portfolios? Mollie explains what’s behind this shift and whether it signals a more pragmatic, engagement-led approach to ESG. She also breaks down the key differences between exclusion-based strategies and those

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14:31

Podcast #130: Education Champions are building better...

IFA Talk ·

2025/07/09

In this week’s episode of IFA Talk, we’re diving into the vital topic of financial education for young people. Joining IFA Magazine’s Meg Bratley and Jenny Hunter is Vilma Marques, Outreach Programmes Manager at the Chartered Insurance Institute and Personal Finance Society.Vilma shares insight into the Education Champions initiative – a programme designed to bring financial professionals into schools and other organisations to help students understand real-world money matters. From budgeting and

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21:28

NI&P Podcast #14: A broker’s perspective on the...

IFA Talk ·

2025/07/07

In the latest episode of our New Insurance and Protection Podcast, we dive into one of the most complex areas in the protection space – arranging high-value life cover for clients with significant sums assured and in some cases intricate medical histories too.Our hosts, Sue and Meg, are joined by Ken Maxwell, Chartered Wealth Manager and Director at specialist protection assurance adviser, John Lamb Hill Oldridge (JLHO). Ken shares his expert insight on the practical underwriting hurdles brokers

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20:10

Podcast #129: Dealing with investor anxiety...

IFA Talk ·

2025/07/02

How can advisers help clients stay calm in stormy markets? In the latest episode of IFA Talk, Sue and Matt tackle a topic that’s becoming more and more relevant for advisers and their clients: investor anxiety.With markets showing plenty of volatility right now, it’s no surprise that some clients are feeling uncertain – even panicked – about their investments. And while short-term market moves may come and go, the emotional response they provoke can leave lasting impacts if not addressed

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14:59

GBI Podcast #5: The fundamentals of investing in...

IFA Talk ·

2025/06/30

In this latest GBI special episode of IFA Talk, Matt and Jenny dive into the UK’s small and mid-cap companies.While this area of the market has faced some challenges in recent years, there are signs that things could be turning a corner as investors increasingly look for opportunities that offer both growth and income potential. Joining us to unpack all of this is Fraser Mackersie, Fund Manager at Unicorn Asset Management. Fraser shares his thoughts on what makes UK small and mid-cap companies

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201 results

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