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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.

business investing

All Episodes

16:05

I&P Podcast #8: Unlocking the power of Business...

IFA Talk ·

2024/10/23

In this episode of IFA Talk, Jenny and Brandon dig into the topic of Business Protection and why it’s something advisers shouldn’t overlook. In fact, it’s something that should be at the forefront of planning for businesses to have the right cover in place to protect both the company and its clients when the unexpected happens.

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19:46

Podcast #96 - Revitalising UK REITs: The factors...

IFA Talk ·

2024/10/16

Welcome to our latest IFA Talk podcast! In this episode, we dive into the evolving landscape of UK Real Estate Investment Trusts (REITs), which have faced recent challenges but currently show signs of revitalisation. Joining us is Matt Norris, Head of Real Estate Securities at Gravis, who will walk us through seven key factors that could spark a positive shift in the sector, beginning with the impact of declining interest rates.

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23:11

Podcast #95: Why your advice business needs to take...

IFA Talk ·

2024/10/09

Getting to grips with marketing is the subject for this week’s IFA Talk. Sue and Brandon’s guest is Nicola McCoosh. Nicola is founder of Yada Yada Finance, a financial marketing business based in Northern Ireland. It was set up by Nicola – a seasoned marketing professional herself- to help financial services firms to bridge the gap between the needs of the business and needs of the clients which that business serves.

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18:41

Podcast #94: Boosting the uptake of advice in the...

IFA Talk ·

2024/10/02

In this episode of IFA Talk, we are joined by TPT's Philip Smith to discuss the main reasons why so few people approaching retirement will use an adviser, how advisers can boost the uptake of professional advice at this key point and also set out a wish list for what some the biggest priorities might be for the new Labour government when it comes to DC schemes.

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13:33

Podcast #93: What practical AI solutions look like,...

IFA Talk ·

2024/09/25

In this episode of IFA Talk, Jenny and Brandon delve into the rapidly evolving world of AI within financial services—a sector ripe with opportunities for innovation. Despite the buzz around AI, many advice firms are still navigating how to translate talk into tangible, practical solutions. Thankfully, we had Arran Kingston, Founder and CEO of 4admin, join us to share how his company is doing just that. P

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15:34

Podcast #92: AIM IHT Solutions - Combining Growth...

IFA Talk ·

2024/09/18

Joining us is James Rae, Head of the AIM Inheritance Tax Service at Charles Stanley—one of the UK’s leading wealth management firms. Charles Stanley’s award-winning AIM service has helped countless advisers, and their clients navigate the complexities of IHT planning. In this episode James will share his insights on how this service works, what makes it stand out, and how advisers can confidently offer it to their clients. He also very kindly looks into the future to give us his opinion on what the

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13:12

M&P Podcast #10: Helping first time buyers achieve...

IFA Talk ·

2024/09/11

Welcome to our latest IFA Talk podcast – which this week is our latest Mortgage and Property special edition. On our agenda today, are the MANY challenges facing first time buyers in the property market, which are amongst the most difficult they’ve faced for over 70 years.

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15:18

Podcast #91: How to break down barriers and...

IFA Talk ·

2024/09/04

In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023, 10 million people sought financial advice, but only 4 million received it? That leaves a staggering 6 million people without the guidance they need. Brandon and Jenny sit down with Karen Barret, CEO and Founder of Unbiased, to explore what’s preventing financial advisers from reaching more people and the barriers standing in their way.

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15:08

Podcast #90: The 2024 Game Plan: Markets, Politics,...

IFA Talk ·

2024/08/28

In this week's episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down what’s ahead for the rest of 2024. Jordan talks about all the big stuff, such as how fund managers like himself are adjusting to all the shifting pieces in the markets, changes in UK interest rates and what the upcoming U.S. election could mean for global markets. These are shaping how people are thinking about strategy, risk management, and asset allocation during

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22:27

Podcast #89: Are we set for more market volatility?...

IFA Talk ·

2024/08/21

Sue and Brandon’s guest on this week’s IFA Talk podcast is Huw Davies, an Investment Manager in the Fixed Income - Absolute Return team, at Jupiter Asset Management.

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16:23

I&P Podcast #7: How can advisers help clients...

IFA Talk ·

2024/08/14

In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality. Their expert guest is Mark Wood, Chairman at Funeral Concierge Service, Everest.

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16:08

Podcast #88: Consumer Duty one year on - has it...

IFA Talk ·

2024/08/07

As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice. Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as was often suggested? What about technology? How has that adapted? These were all on our mind.

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20:28

Podcast #87: Consumer Duty one year on - Is it doing...

IFA Talk ·

2024/07/31

In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin?

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17:34

M&P Podcast #9: The role of building societies in the...

IFA Talk ·

2024/07/24

On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.

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12:18

Podcast #86: Succession shares their strength and...

IFA Talk ·

2024/07/17

This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their client’s legacies can continue.

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21:08

Podcast #85: Axyon AI explores the transformative...

IFA Talk ·

2024/07/10

This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.

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15:53

I&P Podcast #6: Getting it right first time – the...

IFA Talk ·

2024/07/03

Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, Senior Protection Technical Manager at Royal London.

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20:56

Podcast #84: What does the FCA’s Retirement income...

IFA Talk ·

2024/06/26

Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advice profession. The regulator will be looking for clear evidence that advice firms are heeding its messages, making sure that they are delivering robust

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22:34

Podcast #83: Purely Paraplanning - The lang Cat’s...

IFA Talk ·

2024/06/19

Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organisation highlighting what can often be an underrepresented profession within financial services. Steve was a pleasure to have on the podcast and his

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17:09

I&P Podcast #5: Why protection is the key to your...

IFA Talk ·

2024/06/12

On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group.Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not only does it delve into the importance of financial resilience and all-round holistic advice - but the conversation also draws out plenty of practical

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