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PODCAST

IFA Talk

IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services.

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All Episodes

22:37

Podcast #82: What have been the main impacts of...

IFA Talk ·

2024/06/05

Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry is adapting to life in this new regulatory environment, including the increased drive towards networks.

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26:21

Podcast #81: Should CGT replace IHT? Talking tax...

IFA Talk ·

2024/05/29

Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.

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19:42

I&P Podcast #4: What do protection policies mean for...

IFA Talk ·

2024/05/22

In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.

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14:39

Podcast #80: Why MPS providers aren’t all the same -...

IFA Talk ·

2024/05/15

Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus.

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15:42

Podcast #79: Is it time to rethink property funds?...

IFA Talk ·

2024/05/08

In this conversation with Sue and Brandon, Matthew Norris, Head of Real Estate Securities and adviser to the VT Gravis Digital Infrastructure Income and VT Gravis UK Listed Property strategies at Gravis, drills down into exactly how it’s changed, into why it’s no longer about offices and shopping centres. As he explains, it’s now all about next generation property, about REITs and how the fourth industrial revolution is changing the way we work, live and play.

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14:32

M&P Podcast #8: The importance of having a survey...

IFA Talk ·

2024/05/01

Our guest on this week’s special Mortgage and Property edition of IFA Talk is Matthew Cumber, MD of Countrywide Surveying.Countrywide are one of the largest surveyors in the UK with around 500 employed surveyors on the team. Tune in to hear Matthew explaining in detail to Sue and Brandon all about the different types of survey that buyers can choose and what the downside risks are of making the wrong decision.

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15:24

Podcast #78: Is now the time for more defensive...

IFA Talk ·

2024/04/24

In today’s podcast, Sue and Brandon thought it was the ideal time to talk about defensive assets and find out where there might be some decent investment opportunities for those looking to diversify their portfolios just now. This week’s guest– a friend of the podcast as this is his third time on IFA Talk - is Jason Borbora Sheen, Diversified Income Fund Portfolio manager at Ninety One. In this broad ranging conversation, Jason gives us his practical take on gilts, bond markets more broadly and

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16:08

I&P Podcast #3: Family Income Benefit – an...

IFA Talk ·

2024/04/17

Shelley Read, Senior Protection Technical Manager at Royal London joins Jenny and Brandon to give our listeners all they need to know about FIB. As well as highlighting what types of clients could benefit from having conversations around this type of protection which should help advisers identify opportunities to help those most in need.

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13:36

M&P Podcast #7: Why the green agenda is important to...

IFA Talk ·

2024/04/10

Back for his second visit to the IFA Talk Studio, our guest this week is Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society.Coventry has recently produced an influential report entitled “Beyond the Bricks” which looks in detail at what a green housing market really would look like. It’s an interesting conversation and one we think you’ll enjoy.

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13:57

Podcast #77: Later-life finance options for clients....

IFA Talk ·

2024/04/03

Helping older clients to raise finance is becoming an increasingly important part of the advice process. Our guest on IFA Talk today is Kay Westgarth, Sales Director at Standard Life Home Finance. Kay is highly experienced in this area and is keen to raise awareness amongst advisers of the range of later life finance options for the over-55s.

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16:21

M&P Podcast #6 Sustainability special: How can...

IFA Talk ·

2024/03/27

In this eco-friendly edition of our IFA Talk Mortgage and Property special podcast, Sue and Brandon have two great guests to share their knowledge and insight about retrofitting homes and installing energy-saving tech – and the financing of such projects.

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15:03

I&P Podcast #2: What’s going on in protection and...

IFA Talk ·

2024/03/20

Rich Horner, Head of Individual Protection at MetLife UK is Sue and Brandon’s guest on this week’s IFA Talk podcast and is particularly focused on growing the reputation and take up of protection products as a key part of the financial planning process.

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17:24

Podcast #76: SDR labels - The future of the UK...

IFA Talk ·

2024/03/13

On this week’s podcast, Jenny and Brandon speak to Hortense Bioy, Global Director of Sustainability Research at Morningstar. Morningstar has recently undertaken some useful research U.K. Sustainability Disclosure Requirements: An early analysis | Morningstar, to explore what the landscape of UK sustainability-labelled funds may look like in the future.

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16:02

Podcast #75: Looking back at the Budget and ahead to...

IFA Talk ·

2024/03/07

This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of. Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth of knowledge about the financial services industry, Steph shares what impact she thinks the Budget announcements will have on adviser and client conversations.

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11:42

Mortgage and Property Podcast #5: The core aims of...

IFA Talk ·

2024/03/05

National Conveyancing Week (NCW) will take place between the 11th and 15th of March this year and the organisers David Opie, Managing Director of Today’s Media and Rob Hailstone, CEO and Founder of Bold Legal Group, spend some time with Jenny and Brandon on this week’s IFA Talk, to help shine a light on the conveyancing profession.

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24:11

Podcast #74: What advisers need to know about gifts...

IFA Talk ·

2024/02/28

With the tax year-end in sight, Sue and Brandon’s podcast guest on IFA Talk this week is Cat McInally, an investment specialist at M&G Wealth.Their conversation with Cat explores important themes such as why gifting is becoming more popular recently, what are the gifting rules advisers need to be aware of and also what might be some of the barriers that exist to clients being prepared to make gifts.

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14:29

Insurance & Protection Podcast special #1 Delivering...

IFA Talk ·

2024/02/21

In this week’s IFA Talk podcast, Sue and Brandon are looking at the world of technology, how the use of tech has changed so dramatically in recent years within both insurance and mortgage brokerages and also about how AI is already manifesting across the lending and insurance spectrum.

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21:07

IFA Talk GBI Special #1: Advice opportunities using...

IFA Talk ·

2024/02/14

For this week’s IFA Talk GBI Special podcast, the first in our new series, our focus turns to VCTs. Joining Matt and Sue on the podcast is Mark O’Donnell, Head of Research at MICAP. MICAP are part of Defaqto and are the leading provider of research and reporting solutions for financial advisers recommending tax-advantaged products like VCTs.

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18:34

Podcast #73: How finding your niche can help you make...

IFA Talk ·

2024/02/07

On this week's podcast, Sue and Brandon speak to Ian MacKendrick and Stephen Farnfield, both Chartered Financial Planners at Paladin Advice, an independent advice firm which is part of Rosemount IFA. Both Ian and Steve have worked together at previous firms and have come together to focus their energy and expertise towards clients with a range of vulnerabilities. The inspiration for finding this niche within their careers comes from Ian’s disability and Steve’s brother who became disabled through

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15:07

Podcast #72: The ups and downs of setting up your own...

IFA Talk ·

2024/01/31

For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice firm and role you’ve been in for a while and putting in the huge amount of time and effort that it takes to get your own new financial advice business up and running. On this podcast, Sue and Brandon talk to Jack Mason Brown from Mason-Brown Financial Planning who has done just that. Jack set up his business in 2023 partnering with St James’ Place Wealth Management after starting his

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