IFA Talk

IFA Magazine
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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.

  1. 1D AGO

    TEI Podcast #12: Unpacking last-minute BR allowance changes and the complex estate planning landscape, with Octopus Investments’ Toyin Oyeneyin

    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 was recorded just days before the government’s change to the proposed unquoted Business Relief allowance, increasing it from £1 million to £2.5 million. In today’s episode, we unpack that change, along with the upcoming reduction of IHT relief on AIM shares, which will decrease to 50% from next month. Toyin also explains how advisers should navigate the complex estate planning landscape, and what these changes mean from an intergenerational perspective.

    22 min

  2. 6D AGO

    Podcast #161: The emotional side of retirement | What great advisers do differently, with former financial planner, James Woodfall

    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 research into retirement psychology, what advisers are doing to help their clients transition to retirement successfully, and what advisers should consider doing more of, to help their clients thrive in their retirement.

    18 min

  3. FEB 25

    Podcast #160: How data will shape the future of advice, with Dynamic Planner’s Rowan Whittington

    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, we’ll discuss what ‘good data’ really looks like inside a modern advice business, and how client behaviour is changing with the real-time digital access they have now. Along with that, we’ll also dive into the ever-present topic of AI, asking what the next five years of AI and automation might mean for data-led advice.

    20 min

  4. FEB 23

    NI&P Podcast #21: Is whole of life the only solution for long-term IHT? with JLHO's Ken Maxwell

    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 structuring high-value cover. What this episode covers The discussion explores whether whole of life remains the default solution for long-term IHT planning, how advisers can combine term and whole of life policies to manage premiums effectively, and why insurer capacity and contract flexibility remain important considerations in today’s market. Drawing on decades of experience, Ken shares practical insights into building robust, client-focused protection strategies designed to stand the test of time.

    24 min

  5. FEB 18

    Podcast #159: Unifying adviser tech: solving the complexity puzzle, with Defaqto’s John Milliken

    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, and John discuss: Integration vs. unification: What this shift means for advisers and why it matters. Adviser pain points: Where current tech stacks fall short and how firms are feeling about being weighed down by complexity. Day-to-day changes: How a unified operating model can simplify workflows, strengthen compliance, and give advisers more confidence. Managing change: How firms can adopt new technology at a pace that works for their business. Key takeaways: John’s top insights for advisers navigating technology challenges. Listen now to hear how things are changing in the adviser tech world that look set to transform the efficiency and effectiveness of many advice businesses in future.

    21 min

  6. FEB 11

    Podcast #158: Paraplanners under the spotlight in the langcat’s State of the Advice Nation

    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 right, or not. During the conversation, we look at paraplanning as a career in its own right, how visible and understood the role really is, and what the research tells us about the challenges paraplanners still face behind the scenes. From workload pressures to systems and support, it’s an honest discussion grounded in real data and real experience. As ever, Steve does a brilliant job of bringing the numbers to life and connecting the findings to what’s actually happening in advice firms across the UK.

    18 min

  7. FEB 9

    M&PI Podcast #24: Household behaviour, retirement sequencing and property wealth with Phillip Wickenden of Ad Lucem

    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 property wealth, and why later-life lending and “home-in-the-plan” discussions are becoming increasingly central to financial planning. Key discussion points also include: Household behavioural shifts heading into 2026 and what they mean for advisers How inheritance tax changes are affecting retirement sequencing and client decision-making Practical challenges advisers are facing more often, including managing client intent and tax implications The role of property wealth and later-life lending in modern, client-centred conversations How intergenerational advice creates both business opportunities and long-term client retention This episode provides valuable insight for advisers looking to navigate the changing financial planning landscape, offering practical guidance and highlighting the opportunities for advisers to add value for clients in the year ahead. Be sure to check out the episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!

    21 min

  8. FEB 4

    Podcast #157: Meet the new CII President | Callum Beaton on the year ahead

    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 eloquently through his Presidential theme, EQUIP,  how he hopes to support members during his year in office, and the key issues he believes will shape the sector in the months ahead, with the wealth of experience he’s amassed over the years. It’s a really human conversation, thoughtful and forward-looking for anyone working in insurance or financial planning who wants to stay connected to the bigger picture. Listen now to hear Callum’s plans for leading and supporting the profession.

    18 min
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About

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.

Information

  • Creator
    IFA Magazine
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2021 All rights reserved.
  • Show Website
    IFA Talk

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