75 episodes

A ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape.

Featuring exclusive conversation with the financial service’s most influential voices.

IFA Talk IFA Magazine

    • Business

A ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape.

Featuring exclusive conversation with the financial service’s most influential voices.

    Podcast #43: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert

    Podcast #43: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert

    There’s been some interesting new adviser research out today from HSBC Life carried out in association with consultancy Technical Connection.
    We thought it would be fascinating to delve into some of the detail of the report.  And so, we’re very pleased that HSBC Life’s Head of Onshore Bond Distribution, Mark Lambert, is our guest on today’s IFA Talk podcast – the perfect person to tell us more about it. 
     

    • 17 min
    Podcast #42: The state of the UK and Global economy -with Brooks Macdonald’s Dr. Niall O’Connor

    Podcast #42: The state of the UK and Global economy -with Brooks Macdonald’s Dr. Niall O’Connor

    The UK and global economy has been subject to turbulence for what seems like forever and as there are seemingly few signs of things getting easier, we wanted to help shed some light on the situation and we found the perfect man to do so.
    Joining IFA Magazine editor, Sue Whitbread on the podcast this week is Dr. Niall O'Connor, Fund Manager at Brooks Macdonald. Throughout our conversation, Niall discussed the dreaded 'R' word - recession, stagflation and the attractiveness of investment trusts as an asset class.

    • 19 min
    Podcast #41: Is the green agenda in mortgages set to take off? – with IMLA’s Kate Davies

    Podcast #41: Is the green agenda in mortgages set to take off? – with IMLA’s Kate Davies

    Sue and Brandon’s guest in this episode is Kate Davies, Executive Director at IMLA - The Intermediary Mortgage Lenders Association.  Kate is someone who has vast experience in the mortgage, property and financial sectors as will become clear when you hear the conversation. 

    • 19 min
    Podcast #40: Growing an advice and fund management business – with One Four Nine’s Matthew Bugden

    Podcast #40: Growing an advice and fund management business – with One Four Nine’s Matthew Bugden

    On this week’s IFA Talk podcast, Sue and Brandon talk to Matthew Bugden about how One Four Nine is growing, in particular looking at acquisitions.
    They discuss not only how the Group has grown so far or how the team identifies firms of interest but also some of the more common mistakes Matthew sees acquirers making – as well as how to avoid them.  

    • 11 min
    Podcast #39: Working together to boost the take-up of professional advice: With FSCS’ Lila Pleban

    Podcast #39: Working together to boost the take-up of professional advice: With FSCS’ Lila Pleban

    On this week’s IFA Talk podcast, IFA Magazine Editor Sue Whitbread’s guest is FSCS’ Chief Communications Officer, Lila Plebain – a member of their Executive Team. 
    Their conversation not only delves into the detail of the survey, but also gives real insight into not only some aspects of FSCS’ work that you might not be aware of.
    It sheds light on why FSCS is so keen to work together with the advice profession to enable more consumers to benefit from properly regulated, financial advice.

    • 19 min
    Podcast #38 - Why retirement income advice needs a serious rethink – With 7IM’s Verona Kenny

    Podcast #38 - Why retirement income advice needs a serious rethink – With 7IM’s Verona Kenny

    Recent research by 7IM has highlighted some of the underlying problems which advisers and providers must tackle if we are to provide the kind of retirement solutions that people really need. 
    In this week’s IFA Talk Podcast Sue and Brandon are talking to Verona Kenny, Managing Director, Intermediary, at 7IM  - someone who will be well known to many IFA Magazine readers. 

    • 15 min

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