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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

15:34

NI&P Podcast #23: What does insured IHT investing...

IFA Talk ·

2026/04/27

Now live: the latest New Insurance & Protection special episode of IFA Talk turns its attention to inheritance tax planning and the growing role of protection-linked investment solutions.In this episode, hosts Meg Bratley and Jenny Hunter are joined by Gordon Pugh, Investment Director at Blackfinch Investments. Gordon discusses how advisers are approaching inheritance tax (IHT) planning today and explores the concept of insured IHT investing in practice, including how it can support more

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15:23

Podcast #168: Finding the middle ground between...

IFA Talk ·

2026/04/22

In this week’s episode of IFA Talk, in partnership with Minerva Fund Management Solutions (Minerva), we explore how some firms are rethinking the structure of their investment proposition, using a unitised investment solution.Today, advisers are faced with more choice than ever when it comes to investment propositions, including in-house advisory, MPS and bespoke DFMs. There is no shortage of ways to deliver investment outcomes for clients. But with that choice, complexity can follow. For some

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18:06

M&PI Podcast #26: Exploring long-term fixed-rate...

IFA Talk ·

2026/04/20

Now live: In the latest special Mortgage & Property Investment edition of IFA Talk, we explore the evolving mortgage landscape, with a particular focus on the growing role of long-term fixed-rate mortgages and how innovation could help shape the future of the UK housing market. To discuss this further, hosts Meg and Jenny are joined by Colin Bell, Co-founder and Chief Operating Officer of Perenna, the fintech mortgage bank focused on bringing long-term fixed-rate mortgages to the UK market. With

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15:55

Podcast #167: How platforms can prove their worth in...

IFA Talk ·

2026/04/15

In this week’s episode of IFA Talk, we explore how investment platforms can demonstrate real value during periods of heightened uncertainty. And what advisers should expect from them when markets are unsettled. Joining us to break this down is Linda Johnstone, Head of Investment Proposition at Novia Global. At a time when geopolitical tensions and market volatility are front of mind, the conversation centres on a key message for advisers and investors alike: which is to stay calm, but don’t stand

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16:28

TEI Podcast #13: The role of private capital in UK...

IFA Talk ·

2026/04/13

In this month’s special Tax Efficient Investment edition of IFA Talk, we’re exploring why tax-efficient investment schemes are becoming an increasingly important part of a well-diversified portfolio.Mei Lim, Managing Partner at Anthemis, joins us to explain why that shift is happening, what it means for UK scale-ups facing a persistent funding gap, and the crucial role private capital can play in driving growth. Mei also outlines why domestic investment matters, not just for returns, but for

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21:16

Podcast #166: Navigating AI and regulation in...

IFA Talk ·

2026/04/08

In this week’s episode of IFA Talk, Meg Bratley and Sue Whitbread are joined by Jamie Sexton, Chief Client Officer at True Potential, to explore the fast-evolving role of AI in financial advice and what it means for the future of the profession.As technology continues to reshape the advice landscape, the conversation focuses on where AI is having the greatest impact today, from supporting basic guidance to enhancing more complex, high-touch advice. Jamie shares his perspective on how advisers can

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20:31

Podcast #165: The real value of financial planning...

IFA Talk ·

2026/04/01

In this week’s episode of IFA Talk, Jenny Hunter, Deputy Editor of IFA Magazine, and Editor Sue Whitbread are joined by Anthony Villis, Managing Director and co-founder of First Wealth, to discuss the real value of financial planning.While investment performance often dominates client conversations, the discussion explores how the true value advisers provide often lies elsewhere. Anthony shares his thoughts on how advisers can move conversations beyond short-term returns and towards purpose,

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19:34

Podcast #164: Guiding clients through market...

IFA Talk ·

2026/03/25

In this week’s episode of IFA Talk, we unpack one of the biggest challengers facing advisers; helping clients stay calm when markets become uncertain.In such turbulent times, good advice really matters, not just in terms of building financial plans, but in helping clients manage the emotional side of investing and avoid making mistakes from short-term overreactions. This week, James Sullivan, Head of Partnerships at Tyndall Investment Management, joins us to discuss how advisers can prepare clients

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14:39

NI&P Podcast #22: Supporting clients through cancer -...

IFA Talk ·

2026/03/23

Now live: This month’s New Insurance & Protection special edition of IFA Talk tackles a critical question for advisers: how can clients be best supported through a cancer diagnosis, and what role should protection planning play in that journey? In this episode, Meg Bratley and Jenny Hunter are joined by Mark Stephenson, CEO of Reframe Cancer, to discuss how advisers can help clients navigate cancer support, the evolving landscape of patient needs, and where opportunities lie for proactive

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20:09

Podcast #163: How AI is helping advisers to work...

IFA Talk ·

2026/03/18

AI continues to dominate conversations across the advice profession and it remains one of the most popular topics with readers of IFA Magazine. But beyond the hype, what does AI actually mean for financial advisers in practice? Is it friend or foe?In the latest episode of the IFA Talk podcast, hosts Sue Whitbread and Matt Williams explore how AI is beginning to reshape the advice process. Joining them is Mark Whitcroft, CEO and co-founder of PlannerPal, an AI-powered workflow tool designed for

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18:33

M&PI Podcast #25: Trends in the Near Prime mortgage...

IFA Talk ·

2026/03/16

Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores the evolving Near Prime mortgage market and the ways lenders and technology are supporting borrowers with adverse credit.In this episode, hosts Meg Bratley and Jenny Hunter are joined by Richard Harrison, Head of Mortgages at Atom Bank. Richard shares his insights into the rising activity in the Near Prime segment, the challenges advisers face when working with these clients, and practical approaches

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19:37

Podcast #162: Surviving the current market storm,...

IFA Talk ·

2026/03/11

Markets have been shaken again with the continuing war in the Gulf adding fresh uncertainty for advisers and clients alike. With the busy end of the tax year period already underway, many advisers will also be fielding anxious calls from clients asking what they should be doing with their portfolios. Recording this episode of IFA Talk on March 9th, Sue and Matt speak with Trevor Greetham, Head of Multi Asset at Royal London Asset Management, about how advisers should approach long-term investment

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21:43

TEI Podcast #12: Unpacking last-minute BR allowance...

IFA Talk ·

2026/03/09

In this month’s special Tax-Efficient Investment edition of IFA Talk, in partnership with Octopus Investments, were focusing on the last-minute changes to the proposed unquoted Business Relief allowance.Joining us to do this is Toyin Oyeneyin, Tax Product Specialist at Octopus Investments. This will be Toyin’s third time on the podcast, having joined us most recently alongside her colleague Tim Dickens for our January episode, which was recorded shortly after the Budget in December. That episode

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18:06

Podcast #161: The emotional side of retirement | What...

IFA Talk ·

2026/03/04

In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, we’re diving into retirement planning with a difference, looking at both the psychology of it and the financial aspects. Supporting clients with retirement planning is a key area of every financial adviser’s business, but the best advisers go a step further. Joining us to explore this topic is James Woodfall, a former financial adviser who has done some interesting work on retirement psychology. Together, we discuss James’ recent

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20:20

Podcast #160: How data will shape the future of...

IFA Talk ·

2026/02/25

In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, we focus on data, talking about how advisers can turn raw client information into really personalised financial planning.Joining us to do so is by Rowan Whittington, Chief Product Officer at Dynamic Planner. Rowan sits on the Senior Leadership Team and leads on new and emerging initiatives across the business. She’s got a particular focus on Tram, their white-labelled mobile app designed to support digital advice journeys. Together,

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24:10

NI&P Podcast #21: Is whole of life the only solution...

IFA Talk ·

2026/02/23

Now live: This month’s New Insurance & Protection special edition of IFA Talk explores a key question for advisers: in protection terms, is whole of life the only solution for long-term inheritance tax planning? Hosts Meg Bratley and Sue Whitbread are joined by Ken Maxwell, Director at JLHO, as the company marks its 65th anniversary, to reflect on how protection advice has evolved over the decades, how today’s market compares to previous cycles, and what advisers should be focusing on when

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20:50

Podcast #159: Unifying adviser tech: solving the...

IFA Talk ·

2026/02/18

In this week’s episode, Matt and Sue are looking into one of the most consistent challenges faced by advice firms: technology complexity.They are joined by John Milliken, CEO of Defaqto, to talk about how advice businesses can move from integrating multiple tech platforms to a more unified operating model. Advisers regularly face the frustration of juggling many different software platforms that don’t talk to each other, creating inefficiencies and compliance risks too. In this episode, Matt, Sue,

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17:54

Podcast #158: Paraplanners under the spotlight in the...

IFA Talk ·

2026/02/11

In this episode of IFA Talk, we’re talking all things paraplanning and why the role continues to grow in importance across the advice profession.Jenny and Matt are joined by Steve Nelson, Insight Director at the lang cat, to chat through the latest State of the Advice Nation research. This is the third year paraplanners have had a focused pathway in the study, which means we’re finally starting to see some clear themes emerge around career paths, day to day realities and where firms are getting it

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20:31

M&PI Podcast #24: Household behaviour, retirement...

IFA Talk ·

2026/02/09

Now live: The latest Mortgage & Property Investment special edition of IFA Talk looks ahead to 2026 and beyond, exploring how shifting household behaviour, retirement sequencing, and property wealth are shaping modern financial planning.In this episode, hosts Meg and Jenny are joined by Phillip Wickenden, founder and CEO of Ad Lucem. Phil shares his insights on the changing landscape of adviser-client conversations, including the growing importance of retirement sequencing, the evolving role of

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17:37

Podcast #157: Meet the new CII President | Callum...

IFA Talk ·

2026/02/04

Podcast # Meet the new CII President: Callum Beaton on the year ahead In this episode of IFA Talk, Matt and Sue are joined by the new President of the Chartered Insurance Institute (CII), Callum Beaton, to talk about his journey to the role, his appointment (which he describes as ‘surreal’) and also his vision for the future of the profession. Callum is clearly very passionate about this profession, which he joined almost 50 years ago, after failing an eye test to join the Royal Navy. He talks

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249 results

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