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IFA Talk
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M&P Podcast #10: Helping first time buyers achieve their property goals with Purplebricks Mortgages’ Jo Pocklington
Welcome to our latest IFA Talk podcast – which this week is our latest Mortgage and Property special edition. On our agenda…
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Podcast #91: How to break down barriers and capitalise on the demand for financial advice – with Karen Barrett from Unbiased
In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023,…
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Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan
In this week’s episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down…
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Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies
There’s been a lot going on with market moves of late with plenty of volatility to keep investment strategists on their toes.…
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I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood
As Benjamin Franklin famously said years ago… nothing is certain except death and taxes. Here on previous IFA Talk podcasts, we’ve spent…
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Podcast #88: Consumer Duty one year on – has it really been a game changer for advice firms? With Matt Wood, MD at AMFA
As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has…
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Podcast #87: Consumer Duty one year on – Is it doing what it says on the tin? with Dynamic Planner’s Chris Jones
On this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty which takes place today,…
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M&P Podcast #9: The role of building societies in the specialist lending market
On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building…
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Podcast #86: Succession shares their strength and passion for the present and future of the M&A market
This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions…
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Podcast #85: Axyon AI explores the transformative impact of AI on the asset management industry
This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
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I&P Podcast #6: Getting it right first time – the importance of policy ownership with Gregor Sked, Royal London
Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should…
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Podcast #84: What does the FCA’s retirement income review mean for advisers? With BNY Investments’ Richard Parkin
Has your client retirement proposition evolved following the publication of the FCA’s thematic review of retirement income advice? In March, the FCA…
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Podcast #83 Purely Paraplanning: The lang cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is…
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I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly…
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Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn
Last year’s introduction of Consumer Duty was a massive regulatory change for advisers. But what have been the main impacts of it?…
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Podcast #81: Should CGT replace IHT? Talking tax fallout after the Spring Budget with Ex-HMRC tax inspector, Gravita’s Tom Adcock
Tax considerations play a huge part in the financial planning process. Despite much speculation ahead of this year’s March Spring Budget about…
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I&P Podcast #4: What do protection policies mean for your clients? With Beagle Street’s Ryan Griffin
In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director…
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Podcast #80: Why MPS providers aren’t all the same – putting the client and adviser outcomes first with 8AM’s Paul Hogg
For advisers and paraplanners there’s a plethora of Model Portfolio providers and solutions out there to choose from. When you’re doing due…
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Podcast #79: Is it time to rethink property funds? With Gravis’ Matthew Norris
Property funds have certainly had more than their fair share of bad press over the years, like most asset classes. But with…
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M&P Podcast #8: The importance of having a survey when buying property with Matthew Cumber
Buying a property involves so many complexities and costs as advisers and brokers will know only too well. However, awareness and education…