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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

14:58

Podcast #35: How can Flagstone help maximise the...

IFA Talk ·

2023/03/29

In this episode, Sue and Brandon talk to Mark Hicks from Flagstone - the UK's leading cash deposit platform. While we know our listeners are familiar with investment platforms, Flagstone offers something a little different and potentially equally valuable to help build your clients’ interest income and grow your business. Discover how Flagstone gives you the perfect opportunity to quickly and easily distribute your clients' wealth into multiple savings accounts for greater returns and protection

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36:28

Tech landscapes and Eco-systems in the Northern...

IFA Talk ·

2023/03/22

In our latest podcast conversation Brandon and Jacqueline talk to David Foreman Founder and Managing Partner of Praetura Ventures and Aidan Macmillan Senior Investment Manager of Par Equity. Based in Manchester and Edinburgh respectively we asked them to talk to us about what exactly the tech landscape and eco systems are like and why 2023 is predicted to be a good year for investing in early stage EIS qualifying companies in the north of the UK. The discussion offers a wealth of insider knowledge

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23:25

Podcast #33: How well do you know your EIS from your...

IFA Talk ·

2023/03/20

In the latest podcast, Sue and Brandon chat to Jessica Franks, Head of Investment Products at Octopus Investments – who certainly has a knack of demystifying these highly tax-efficient investments given her knowledge and experience in the sector. So, whether you’d class yourself as an tax-efficient investment expert or not, this conversation has some really practical ideas that advisers can take away and use.

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32:24

Podcast #32 “Do you really know what’s under the...

IFA Talk ·

2023/03/15

The rising popularity amongst advisers of multi-asset solutions to support their clients’ investment objectives is hard to ignore. But with so many options to choose from and with so many different underlying characteristics, due diligence can be tricky. On this week’s IFA Talk podcast, Sue and Brandon welcomed Jordan Sriharan as their guest. Jordan is a fund manager on the multi asset team at Canada Life Asset Management and is ideally placed to shed some light on the situation.

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17:39

Podcast #31 International Women’s Day Special: If you...

IFA Talk ·

2023/03/08

As part of our celebrations for International Women’s Day (IWD), this hugely powerful edition our IFA Talk podcast focuses on why, if you can’t see it you can’t be it, when it comes to working in financial services. And it’s well worth a listen regardless of which gender you identify with.

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18:23

Podcast #30: Top tax planning tips for the 2023 tax...

IFA Talk ·

2023/03/01

In this week’s IFA Talk podcast, we’re talking tax planning – especially capital gains tax. Sue and Brandon welcomed the ideal guest to talk to about this subject – it’s Rachael Griffin, Quilter’s Head of Tax and Trusts. Rachel is not only a tax expert but one with a sound grasp of the financial planning process too – something which comes through loud and clear during this conversation.

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22:04

Podcast #29: Investing in a recessionary environment...

IFA Talk ·

2023/02/01

Our podcast guest this week is well placed to shed some light on what’s going on in 2023. Tune in to hear Sue and Brandon chatting to Andrew Hardy, Director of Investment at Momentum Global Investment Management.

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23:55

Podcast #28: helping Millennials and Gen Z to Thrive...

IFA Talk ·

2023/01/25

Talking to Sue on the podcast is Robert Caplan. Rob is Financial Planning director at the Chartered Financial Planning firm, First Wealth, but today he’s talking to Sue in his capacity as the co-founder of Thrive Money.

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29:08

Podcast episode #27: Consumer duty, pensions and the...

IFA Talk ·

2023/01/19

We always enjoy our conversations with IFA Talk podcast guests. However, someone we’ve been keen to get on the pod for ages is this week’s guest, Steven Cameron. Steven is Aegon’s pensions director and not only does he know a thing or two about pensions, but he’s always got his finger on the pulse of regulatory changes too.

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17:44

Podcast episode #26: Can sustainable investing really...

IFA Talk ·

2023/01/17

Tune in to hear Sue and Bex’ conversation with Ninety One’s Graeme Baker. Graeme is a portfolio manager in sustainable equities within Ninety One’s Multi-Asset team. He’s also the co-portfolio manager for Ninety One’s Global Environment strategy.

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32:01

Was 2022 the year for active or passive approaches to...

IFA Talk ·

2023/01/10

In this week’s IFA Talk podcast, we’re talking investment. In particular, we’re looking at the relative performance of active and passive funds throughout 2022 - and we’ve certainly got a few surprises in store for you. However, we’ve got the right person to talk to about this age-old debate. And it’s Laith Khalaf, AJ Bell’s Head of Investment Analysis. Laith is the man behind some detailed research which AJ Bell carried out late last year so we thought we’d like to talk to him to find out

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30:40

Why it’s time to close the Ethnicity Pay Gap in...

IFA Talk ·

2023/01/04

Identifying that the ethnicity pay gap exists in financial services is one thing - but doing something about it is a wholly different matter. Today, as we kick off our 2023 IFA Talk podcast schedule, we’re delighted to welcome two guests who are certainly walking the walk as well as talking the talk when it comes to closing the ethnicity pay gap. Tune in to hear Sue and Bex’ powerful conversation with Kohinoor Choudhury, Senior Campaigns Officer of diversity, equity and inclusion at ShareAction,

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20:49

Podcast episode #23: PruFund celebrates it’s 18th...

IFA Talk ·

2022/11/25

In this week's episode of IFA Talk – the show where we talk to people who matter about subjects that matter in the world of financial services and financial advice – IFA Magazine's Editor Sue Whitbread and IFA Talk's technical editor Brandon Russell are joined by Paul Fidell, Senior Business Development Manager at Prudential.

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20:10

Podcast episode #22: From multi-asset to mental...

IFA Talk ·

2022/11/23

In the latest episode of IFA Talk, Sue and Bex are joined by Andrzej Pioch, Fund Manager in the Multi-Asset Funds team at Legal and General Investment Management (LGIM).

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24:45

Podcast episode #21: Redington’s Nick Blake reflects...

IFA Talk ·

2022/11/16

In the latest episode of IFA Talk, Sue and Bex had the pleasure of talking to industry veteran, and Redington’s Managing Director of Wealth, Nick Blake! With 10 years at Vanguard and over 20 years at Standard Life under his belt, Nick reflects on his extensive experience in the industry - and shares his invaluable knowledge with IFA Talk listeners. In addition, Nick also tells Sue and Bex all about his current position at Redington, where he leads growth by supporting UK wealth and investment

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11:17

IFA Talk Podcast #20: Green Angel Syndicate’s Nick...

IFA Talk ·

2022/11/10

A change of host on this week's IFA Talk episode saw IFA Magazine's Jacqueline Wilson and Brandon Russell talk to Green Angel Syndicate's, Nick Lyth. Green Angel Syndicate is the UK's largest network of specialist investors fighting climate change and Nick Lyth, President of the firm, discusses the company's origins, why it was founded, and its objectives.

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20:02

IFA Talk Podcast #19: Featuring new PFS President,...

IFA Talk ·

2022/11/03

On this week’s IFA Talk podcast, we were delighted to welcome the new PFS President, Caroline Stuart, as our guest. Caroline has become the first paraplanner to be elected as President of the Personal Finance Society, back at their AGM in September.

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16:18

Podcast episode #18: Achieving Chartered Status by 24...

IFA Talk ·

2022/10/24

In this week's episode of IFA Talk - the show where we talk to people who matter about things that matter in the world of financial services - Sue and Bex chat with Lawrence Bearman of Ablestoke Wealth Management. In this interesting and engaging episode, Lawrence tells Sue and Bex all about his career in the financial planning profession so far, and how he came Chartered by the age of just 24!

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23:35

A spotlight on ‘quality’ investing with Abrie...

IFA Talk ·

2022/10/12

On this week’s IFA Talk podcast, we’re talking investment – but specifically looking at ‘quality’ investing. What actually is it? How is it different to growth? What makes a quality company? How do they perform in different market environments? Why does quality investment make sense in today’s volatile markets? This week’s podcast guest who is talking to Sue and Bex is Abrie Pretorius, portfolio manager of Ninety One’s global quality equity income fund, who is particularly well placed to talk on

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37:59

Financial Planners unite in support of Ukrainian...

IFA Talk ·

2022/10/05

In this week’s edition of IFA Talk, Sue and Bex have been talking to Shannon, Phil and David to find out exactly what they’ve been doing – and why. It’s a very emotional and powerful conversation which we’re sure you’ll want to hear. In it, the three planners talk not only about the trips they have made personally out to Poland and Moldova in support of refugees but about what really is happening on the ground over there. This is such a powerful story and one which we feel extremely privileged to be

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215 results

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