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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

18:12

Episode #49 - Foresight VCT’s Hugi Clarke discusses...

IFA Talk ·

2023/07/19

On this week's episode of IFA Talk, Brandon and Jac talk to Hugi Clarke, partner at Foresight VCT about the growth of VCT investment and the benefits it can have for retirement.

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19:19

Podcast #48: An alternative to consolidators - Angus...

IFA Talk ·

2023/07/12

On this week’s IFA Talk, Brandon and Jac talk to Angus MacNee, CEO of Validpath, whose network over the past 20 years has helped 100s of IFAs and IFA businesses to operate and thrive across the UK. They recently launched their alternative to consolidators, a do-it-yourself option called ‘Succession Solution” for those advisers looking to sell their business or retire. We caught up with Angus to find out more about the dynamics of the marketplace.

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21:17

Podcast #47: Delivering smarter professional...

IFA Talk ·

2023/07/04

Working smarter and not just harder is increasingly important for advisers. Defaqto is an organisation with which advisers will be familiar, with 30% of IFAs already using its financial planning software, Engage. However, with big plans to empower advisers’ propositions still further, through more effective business development tools and clever client proposition models – such as the recent addition of a new cash-flow modelling tool within Engage, we wanted to find out more. In this week’s IFA

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23:05

Podcast #46: Is technology leaving your advice...

IFA Talk ·

2023/06/27

Technology has transformed not just what adviser businesses can do but also how they do it. But, and it’s a big ‘but’, this digital age brings with it new threats and risks to business that can be a bit too easy for advisers and wealth managers to overlook.

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21:02

Podcast #45: Consumer Duty and Vulnerable Clients -...

IFA Talk ·

2023/06/20

Sue and Brandon’s guest this week is Jonathan Barrett, CEO and Co-Founder of Comentis, an organisation he helped set up a few years ago to use innovation and technology to help identify and protect the vulnerable and those at risk.

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26:13

Podcast #44: ‘Is increasing M&A in wealth management...

IFA Talk ·

2023/06/14

This week’s IFA Talk podcast guest is Richard Bacon, Head of Business Development at Shard Capital. Tune in to hear Richard’s conversation with Sue Whitbread – about some of the positives and negatives of the changing landscape of today’s wealth management arena. And how and why the role of advisers remains key if clients’ needs really are to be properly fulfilled.

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17:45

Podcast #43: Advisers warn financial planning is...

IFA Talk ·

2023/06/06

There’s been some interesting new adviser research out today from HSBC Life carried out in association with consultancy Technical Connection. We thought it would be fascinating to delve into some of the detail of the report. And so, we’re very pleased that HSBC Life’s Head of Onshore Bond Distribution, Mark Lambert, is our guest on today’s IFA Talk podcast – the perfect person to tell us more about it.

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19:32

Podcast #42: The state of the UK and Global economy...

IFA Talk ·

2023/05/31

The UK and global economy has been subject to turbulence for what seems like forever and as there are seemingly few signs of things getting easier, we wanted to help shed some light on the situation and we found the perfect man to do so. Joining IFA Magazine editor, Sue Whitbread on the podcast this week is Dr. Niall O'Connor, Fund Manager at Brooks Macdonald. Throughout our conversation, Niall discussed the dreaded 'R' word - recession, stagflation and the attractiveness of investment trusts as an

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19:16

Podcast #41: Is the green agenda in mortgages set to...

IFA Talk ·

2023/05/22

Sue and Brandon’s guest in this episode is Kate Davies, Executive Director at IMLA - The Intermediary Mortgage Lenders Association. Kate is someone who has vast experience in the mortgage, property and financial sectors as will become clear when you hear the conversation.

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11:31

Podcast #40: Growing an advice and fund management...

IFA Talk ·

2023/05/10

On this week’s IFA Talk podcast, Sue and Brandon talk to Matthew Bugden about how One Four Nine is growing, in particular looking at acquisitions. They discuss not only how the Group has grown so far or how the team identifies firms of interest but also some of the more common mistakes Matthew sees acquirers making – as well as how to avoid them.

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19:15

Podcast #39: Working together to boost the take-up of...

IFA Talk ·

2023/05/03

On this week’s IFA Talk podcast, IFA Magazine Editor Sue Whitbread’s guest is FSCS’ Chief Communications Officer, Lila Plebain – a member of their Executive Team. Their conversation not only delves into the detail of the survey, but also gives real insight into not only some aspects of FSCS’ work that you might not be aware of. It sheds light on why FSCS is so keen to work together with the advice profession to enable more consumers to benefit from properly regulated, financial advice.

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15:04

Podcast #38 - Why retirement income advice needs a...

IFA Talk ·

2023/04/18

Recent research by 7IM has highlighted some of the underlying problems which advisers and providers must tackle if we are to provide the kind of retirement solutions that people really need. In this week’s IFA Talk Podcast Sue and Brandon are talking to Verona Kenny, Managing Director, Intermediary, at 7IM - someone who will be well known to many IFA Magazine readers.

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19:15

Podcast #37 - Does protection get the level of...

IFA Talk ·

2023/04/12

At IFA Magazine, we know all too well that financial advisers deliver an incredibly valuable service for clients – but one thing that often intrigues us is whether protection gets the same level of attention as a client’s investments or pensions. So today, we’re exploring just that – the need for advisers to full consider clients’ protection needs. Joining Sue and Brandon on this week's IFA Talk Podcast is Ken Maxwell, director at John Lamb Hill Oldridge – a leading adviser in the specialist

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20:51

Podcast #36 - Why diversification and risk management...

IFA Talk ·

2023/04/05

It’s an investment theme for today’s IFA Talk Podcast, as Sue and Brandon welcomed David Appleton as this week’s guest. David is Senior Investment Director at the asset manager, Brooks Macdonald. As you’ll hear in this conversation, he is an open and easy communicator about all things investment – as we focus on multi-asset investing and take a look into the Cornelian Risk-Managed Passive fund range too.

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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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