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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

16:13

Podcast #147: Rethinking the MPS or bespoke solutions...

IFA Talk ·

2025/11/05

As the lines between model portfolio services (MPS) and bespoke investment solutions continue to blur, advisers are increasingly asking if these two approaches are really in competition, or can they actually complement each other?In this week’s episode of IFA Talk, hosts Sue Whitbread and Matt Williams are joined by Eddie Kennedy, Head of Marlborough’s Personal Portfolio Service, to explore this very question. Eddie has plenty of experience in this field. In this conversation he not only shares his

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14:35

Podcast #146: Should Paraplanners be more formally...

IFA Talk ·

2025/10/29

In this week’s episode of IFA Talk, hosts Matt Williams and Jenny Hunter delve into one of the most hotly debated topics, the evolving role of the paraplanner and whether it’s time for formal FCA recognition.They’re joined by Derek Bradley, founder and CEO of Panacea Adviser, to discuss the findings of Panacea’s latest industry survey: “Should Paraplanners be more formally recognised by the FCA?” The research sparked widespread discussion across the financial planning community, raising key

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19:36

M&PI Podcast #20: Evolving opportunities in...

IFA Talk ·

2025/10/27

The latest Mortgage & Property Investment special edition of IFA Talk explores how specialist lending is helping advisers support clients with increasingly complex financial needs.In this episode, Meg and Sue are joined by Gavin Diamond, Founder and Chief Executive Officer of Inspired Lending. With over 15 years’ experience in senior leadership roles across the short-term and specialist lending industry, Gavin shares his expert insights into how bridging and specialist finance can empower

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15:56

Podcast #145: Delivering value through multi-asset...

IFA Talk ·

2025/10/22

Multi-asset investing continues to sit at the heart of effective portfolio construction, helping advisers deliver diversification, risk alignment and consistent outcomes for their clients. But how can advisers be confident that the multi-asset solutions they choose really deliver long-term value?In this latest episode of IFA Talk, Matt Williams and Sue Whitbread are joined by Mithesh Varsani, Head of Investment Solutions at Scottish Widows, to discuss the evolving multi-asset landscape and the role

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13:37

TEI Podcast #7: How advisers should be preparing for...

IFA Talk ·

2025/10/20

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which is front of mind for many advisers right now, and that is changes to Inheritance Tax, pension and business relief, and what they might mean for long-term planning.To do this, Jon Prescott, Partner at Praetura Investments, joins us. He reveals how these reforms could reshape strategies around tax-efficient investing, and what advisers need to know to stay ahead. We also discuss

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17:35

Podcast #144: Emotional Intelligence and adviser...

IFA Talk ·

2025/10/15

In this week’s episode of IFA Talk, Matt and Sue are exploring a skill that every great financial adviser needs, but that doesn’t often get talked about enough: emotional intelligence. Often labelled a ‘soft skill’, emotional intelligence (EI) is anything but soft when it comes to its impact on adviser success. It can be the difference between being a good adviser and a great one. Joining us for this cracker of a conversation is James Woodfall, a former financial planner and founder of Raise Your

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20:44

Podcast #143: How advisers can help clients avoid a...

IFA Talk ·

2025/10/08

This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial Planning, to dig into one of the most pressing issues facing advisers and their clients today: people simply aren’t saving enough for retirement. Bowmore’s latest analysis reveals that many clients, even those in their 40s and 50s and beyond, are contributing far below recommended levels, putting them at risk of a serious retirement income shortfall. In this episode, Gill shares

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19:34

NI&P Podcast #17: Are advisers missing the trick when...

IFA Talk ·

2025/10/06

The latest New Insurance & Protection special edition of IFA Talk shines a light on an issue that impacts millions of households across the UK – protection. In this episode, hosts Sue Whitbread and Meg Bratley are joined by The Exeter’s Head of Protection Distribution, Jamie Page. Jamie explains why certain groups continue to be left behind when it comes to protection, and what the industry can do as a whole to ensure we see real change moving forward. Highlights from this week’s

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17:57

Podcast #142: Are pension transfer woes really over?...

IFA Talk ·

2025/10/01

This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been a bit of a nightmare. Slow processes, endless paperwork, frustrated clients… we’ve all heard the stories. But are those days finally behind us, or is there still work to be done? Sue Whitbread, Editor here at IFA Magazine, and Senior Financial Journalist Jenny Hunter are joined by Anthony Rafferty, CEO of Origo, to find out. Anthony shares his take on what’s changed, why some

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21:49

Podcast #141: What do advisers and paraplanners want...

IFA Talk ·

2025/09/24

Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth:  Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and paraplanners really want and need from providers when it comes to helping clients achieve secure, sustainable retirement income. In this conversation, we

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15:01

M&PI Podcast #19: Supporting clients with complex...

IFA Talk ·

2025/09/22

Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving circumstances. In this episode, Jenny Hunter and Meg Bratley are joined by Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley & Rugby for Intermediaries. With over 20 years’ experience in financial services, Laura shares her insights on how advisers can unlock opportunities for borrowers through flexible, manual underwriting

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18:41

Podcast #140: Cutting through the chaos to streamline...

IFA Talk ·

2025/09/17

If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone. Multiple systems that don’t talk to each other, endless rekeying, and the same tasks repeated in five different places, it’s a frustration most advisers know all too well. In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread are joined by Nick Ryan, CEO, and David Mills, Chairman, at Pilot Financial Systems. Both have deep roots in the advice profession and have lived the

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19:23

Podcast #139: Helping advisers build successful...

IFA Talk ·

2025/09/10

In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an MPS provider and an advice business.It’s a subject that remains front of mind for many advisers and wealth managers, especially as the MPS market evolves and client expectations continue to grow. To learn more about L&G’s MPS, visit here. You can also visit L&G blogs for more thought leadership pieces. Meet L&G’s Francis Chua To help us dive

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15:07

TEI Podcast #6: Navigating tax-efficient planning in...

IFA Talk ·

2025/09/08

In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning during a time of rising taxes. With taxes on the rise, new rules bringing pensions into the inheritance tax net, and clients increasingly looking to advisers for clarity, the landscape has never been more challenging. But it’s also a time of real opportunity for advisers to demonstrate value. To help unpack this, Diana French, Chief Commercial Officer at

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17:53

Podcast #138: Rethinking PII with Lee Robertson...

IFA Talk ·

2025/09/03

Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm. In this episode of  IFA Talk, we’re taking a fresh look at it with someone who knows the advice profession inside out. Our guest is Lee Robertson, now Non-Executive Director and Head of Strategic Partnerships at BareRock, the digital-first PII provider that’s shaking things up. Many in the profession will know Lee as a long-time champion of quality financial

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20:04

NI&P Podcast #16: Providing understandable and valued...

IFA Talk ·

2025/09/01

In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns all of us in the industry. Joining us to discuss this are LifeSearch’s CEO Debbie Kennedy, and Homeowners Alliance’s CEO and Founder Paula Higgins. The two have worked together recently on some fascinating research, which we’ll dive into in this special episode. Debbie and Paula unpack how advisers can address client protection advice issues to ensure the advice

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21:35

Podcast #137: The Real AI Opportunity? Better...

IFA Talk ·

2025/08/27

This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather than talking about how it can help you churn through work faster, we’re asking something a bit deeper: what if the real power of AI is actually about creating better workplaces?Joining us for this thought-provoking episode are two brilliant guests, Jenny Segal, a Workplace Culture Expert, Author and Investment Industry Leader, and Annabel Gillard, an expert in AI and Corporate

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19:52

Podcast #136: Succession planning for business owners...

IFA Talk ·

2025/08/20

In this week's episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and potential further tightening of the IHT rules mean that some families could face a shockingly high combined tax burden on a business owner’s estate. When you factor in Corporation Tax, Dividend Tax and IHT, in some cases the overall tax exposure could reach as much as 88%.Joining us to discuss this is Peter Ball, Tax Partner at Bishop Fleming. Peter helps us get our heads

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17:14

Podcast #135: Making the most of your first client...

IFA Talk ·

2025/08/13

In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of the advice process: the first client meeting.Joining Jenny and Sue for the chat is the fantastic Melissa Kidd, Director, Speaker and Soft Skills expert, who’s on a mission to help advisers make the most of that all-important first hour with a potential client. Earlier this year, Melissa spoke to over 100 financial advisers to find out what’s really going on in those initial

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18:36

Podcast #134: The paraplanner’s path to leadership,...

IFA Talk ·

2025/08/06

In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better to talk us through it than Stuart Coombe, Partner and Rural Specialist at Old Mill.Stuart joined the firm back in 2008 as a paraplanner, fresh from a dairy farming upbringing in East Devon. Since then, he’s not only become a Chartered Financial Planner but also made the leap into advice – and more recently into leadership as a Partner. It’s been quite the progression, and in this

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210 results

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