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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

11:11

Podcast #128: The benefits that liquid alternatives...

IFA Talk ·

2025/06/25

With market volatility and economic uncertainty top of mind for advisers, today’s clients are looking for resilient, diversified portfolios that can help them to weather the storm.In this week’s IFA Talk podcast, we’re tackling a crucial question for modern portfolio construction, and that’s what role can liquid alternatives play in helping to make multi-asset portfolios more robust? To help us answer that question, Sue and Matt are joined by Ryan Paterson, Portfolio Manager at Schroder Investment

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13:04

M&PI Podcast #17: How brokers can bridge the gap and...

IFA Talk ·

2025/06/23

In this special 'Mortgage & Property Investment Magazine' edition of IFA Talk, Matt and Jenny delve into the ever-evolving property market. As the middle of the year rapidly approaches, the property market is shifting, and investors are increasingly turning their attention to commercial property. Joining us is Roz Cawood, Managing Director of Property Finance at Streambank. Roz reveals how brokers can bridge the gap and stay ahead in 2025, along with outlining how they can effectively support

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21:49

Podcast #127: Insight and actions from FE fundinfo’s...

IFA Talk ·

2025/06/18

In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey, which looks into the real-world challenges and key trends that advisers are currently experiencing. From increased regulation and market volatility to shifting client expectations, the landscape isn’t exactly getting any simpler. Helping us unravel this is David Scholes, Director of Wealth Sales at FE fundinfo. David talks about how artificial intelligence is starting to

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12:40

Podcast #126: From accumulation to decumulation – the...

IFA Talk ·

2025/06/11

In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important – and complex – areas of financial planning today: retirement income strategies.With the FCA’s thematic review highlighting both the opportunities and challenges in retirement advice, it’s more crucial than ever for advisers to get this right. Clients need retirement income strategies that are resilient, flexible, and tailored to their evolving circumstances – and it’s up to advisers to deliver them. That’s

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20:17

Podcast #125: The "Three Is of Investable Capital" –...

IFA Talk ·

2025/06/04

In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The Three Is of Investable Capital 2025, produced in partnership with Technical Connection.With capital gains tax and dividend allowances changing, the role of onshore bonds is coming right back into focus for advisers. This report delves into why and how advisers can better utilise onshore bonds in clients’ financial planning strategies. Our guest is Mark Lambert, Head of Onshore Bond Distribution at

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21:20

I&P Podcast #13: Electronic wills and digital legacy...

IFA Talk ·

2025/06/02

In this month's special Insurance & Protection edition of IFA Talk, Sue and Meg are diving into the topic of electronic wills and the future of legacy planning. Joining them to share his expert knowledge on the area is Adeus Life's Nick Adams. Together, they explore what’s changing in the legal landscape around wills, and how digital innovation could soon be shaking things up. Nick reveals what happens if you don’t have a valid will in place, the issues with the current will legislation, and the

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22:29

Podcast #124: Paraplanners in the spotlight! Results...

IFA Talk ·

2025/05/28

In the latest episode of IFA Talk, we’re diving into the findings of The Lang Cat’s State of The Advice Nation report with Steve Nelson, Insights Director at The Lang Cat. Co-hosting with our Editor, Sue Whitbread is our very own Senior Financial Journalist, Jenny Hunter, who brings a unique perspective as a part-time Chartered Paraplanner herself.The report reveals that more paraplanners than ever are choosing to remain in their roles rather than transitioning into advisory positions. But it’s not

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19:18

M&P Podcast #16: Opportunities and Insights for...

IFA Talk ·

2025/05/26

In this month’s special Mortgage & Property edition of IFA Talk, Jenny and Meg explore the fast-evolving world of later life lending — a sector which is gaining momentum and rapidly beginning to capture growing interest among advisers and clients alike. As demand grows for more flexible borrowing options in later life, we’ll be unpacking how advisers can effectively meet the needs of this expanding client base. From practical advice on supporting borrowing into retirement to a forward-looking

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19:52

Podcast #123: AI, advice and the ‘golden age’ –...

IFA Talk ·

2025/05/21

For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty to unpack – from the potential of AI to streamline processes to the risk of losing that all-important human touch.Joining IFA Magazine’s Senior Financial Journalist Jenny Hunter and Editor Sue Whitbread are two industry experts who are right at the forefront of these changes – Amal Jolly, Chief Executive and Co-Founder of Saturn, and Rohit Vaish, Saturn’s Co-Founder and

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13:12

Podcast #122: Exploring the popularity of MPS and why...

IFA Talk ·

2025/05/14

In this week’s episode, Matt and Jenny dive into the world of MPS with expert James Giblin, a Multi-Asset Fund Manager at L&G. James discusses how advisers view MPS—whether it’s more of a product, a service, or something in between—and what really matters when it comes to picking the right solution. James explores what makes an MPS relationship work—and why it’s about more than just performance charts and factsheets, whether we have reached peak MPS take-up and the questions advisers are asking

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19:05

Podcast #121: The friction and fixes for Letters of...

IFA Talk ·

2025/05/07

Let’s face it—Letters of Authority (LoAs) are one of the biggest pain points in financial services. They should be straightforward, but more often than not, they’re anything but. In this week’s episode of IFA Talk, we’re digging into why that is, and more importantly, what’s being done to make the process better.Joining us for a proper deep-dive into the world of LoAs are two people who know this stuff inside out: Justine Pattullo, chair of the Fix LoA Action Group (FLAG) and fractional CMO for

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21:26

Podcast #120: Rethinking advice - The behavioural...

IFA Talk ·

2025/04/30

In this week’s episode of IFA Talk, we dive into one of the most exciting developments in personalised advice: behavioural finance. We explore why the days of one-size-fits-all advice are numbered — and how understanding how clients feel and behave around money can make all the difference.Joining Matt and Sue to unpack all of this is Dr Greg B. Davies, Head of Behavioural Finance at Oxford Risk, a global leader in turning deep behavioural insights into practical tools for advisers. Oxford Risk

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17:40

Podcast #119: What the FCA’s new strategy really...

IFA Talk ·

2025/04/23

In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory developments facing financial advisers and firms today – the FCA’s newly launched strategy for 2025 to 2030.What does the strategy actually say? What does it mean for firms in the short and long term? And how can advisers prepare for what’s coming? To help break it all down, we’re joined by Bernadine Reese, Managing Director in the Risk and Compliance team at Protiviti. With years of

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20:39

Podcast #118: Trump, tariffs and what advisers need...

IFA Talk ·

2025/04/16

This week on IFA Talk, hosts Matt and Sue tackle one of the most significant developments shaking global markets—Trump’s reintroduction of tariffs.With markets on edge and economic forecasts shifting rapidly, we’re joined by Nicolò Bragazza, Associate Portfolio Manager on Morningstar Wealth’s multi-asset team, to break down what financial advisers really need to know. We explore key questions, including: What impact could these tariffs have on global growth and economic stability? Are we

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22:32

I&P Podcast #12: How advisers can demonstrate true...

IFA Talk ·

2025/04/14

In this month's special 'Insurance & Protection' episode of IFA Talk, Matt and Sue are diving into a topic that sits at the core of great financial planning; value in the protection space. We hear the word 'value' all the time, but what does it actually mean? Is it just about price? Or is it about the true worth and benefits protection brings to clients? And with the growing advice gap, where fewer people are seeking financial advice or guidance, are they missing out on genuine value without

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22:34

Podcast #117: Where does ‘liberation’ leave the...

IFA Talk ·

2025/04/09

In this week’s episode of IFA Talk, Jenny and Sue are diving into the world of US investing—at a time when markets feel more jittery than ever.With recent volatility shaking investor confidence and big headlines dominating the financial news, it’s never been more important for advisers to help clients keep calm and stay focused. That’s why we have two brilliant guests from Ninety One’s Quality investment team: Paul Vincent and Will Nott in the hot seats. Together, they unpack what’s really going on

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19:45

M&P Podcast #15: Bridging the mortgage gap with Chris...

IFA Talk ·

2025/04/07

In this special Mortgage and Property edition of IFA Talk, hosts Sue and Matt explore how financial advisers can better support clients with more complex borrowing needs.They’re joined by Chris Blewitt, Head of Mortgage Distribution at Darlington Building Society, an organisation known for its flexible and personal approach to lending. Together, they delve into how building societies are uniquely positioned to bridge the gap between mainstream banks and specialist lenders — offering tailored

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22:00

Podcast #116: A Decade of Pension Freedoms - Success,...

IFA Talk ·

2025/04/02

In this week’s episode of IFA Talk, we mark a major milestone in retirement planning: ten years since the introduction of Pension Freedoms. Jenny Hunter and Sue Whitbread are joined by Ed Monk, Associate Director at Fidelity International, to reflect on how this seismic shift has shaped the retirement landscape – and what advisers need to consider looking ahead.Ed shares Fidelity’s latest analysis of how the first cohort of retirees has fared under the new rules, and the findings are

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22:54

Podcast #115: The big market questions - Corrections,...

IFA Talk ·

2025/03/26

In this episode of IFA Talk, we’re tackling some of the biggest questions in today’s global stock markets.US stockmarket indices have recently dipped to their lowest levels since last September, as concerns over tariffs, inflation, and even a potential US recession weigh on investors’ minds. Is this just a short-term correction, or the start of something more significant? Meanwhile, the UK and US economies appear to be heading in different directions—so where do the best investment opportunities

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14:30

GBI Podcast #4: The evolving VCT landscape:...

IFA Talk ·

2025/03/24

Welcome to another special episode of IFA Talk in partnership with GBI Magazine. This time, we look at the ever-evolving VCT landscape and the opportunities it brings.IFA Magazine’s Senior Financial Journalist, Jenny Hunter, and GBI’s Content Editor, Matt Williams, are joined by James D’Mello, the Head of IFA Distribution at Fuel Ventures. With 15 years of experience in the industry, James brings a deep understanding of VCTs and how they are developing. Together, they discuss why newer VCTs

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201 results

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