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. 5d ago

    Podcast #176: What psychology teaches us about client trust, with BareRock's Babs Crane and John Netting

    In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we discuss the behavioural science side of complaints, and how such complaints affect financial advisers. Joining us to do this is BareRock’s COO John Netting and Head of Behavioural Science & CXO, Babs Crane. Together, we unpack how and why advisers react to complaints, which can often feel like personal attacks to them. We also discuss BareRock’s recent report, which aims to flip the script on traditional guides, looking instead at the psychology of the finanacial adviser. The report suggests that many disputes are caused more from a lack of client understanding, with clients nodding along to avoid appearing confused or asking questions they feel might be obvious. John and Babs explain the social psychology behind this and suggest how advisers can break throough that barrier. We also dive into how the human memory can naturally rewrite history when things go wrong, and how mistakes can change a client’s psychology in different ways depending on how those mistakes are discovered. Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon! Also, listen to the Brooks Macdonald episode, mentioned in this podcast, by clicking here! John Netting (COO of BareRock): John has spent over two decades managing complaints at the coalface for financial advisers. He understands exactly where firms break down, the emotional toll a single dispute takes on support staff, and how transactional client relationships breed claims. Babs Crane (Head of Behavioural Science & CXO at BareRock): Babs holds an MSc in Consumer Psychology and a BSc (Hons) in Psychology. She is the scientific engine that explains why clients act the way they do. She can talk brilliantly on concepts like the Ebbinghaus Forgetting Curve (why clients legitimately forget risks explained to them), Hindsight Bias, and how power dynamics cause clients to nod along when they are actually drowning in cognitive overload.

    22 min

  2. Jun 15

    M&PI Podcast #28: The role of specialist networks in later life lending, with Equity Release Group's Mark Gregory

    In the latest special Mortgage & Property edition of IFA Talk, we explore the evolving later life lending landscape, with a particular focus on adviser support, Consumer Duty, advice quality and the growing need for specialist expertise within the sector. To discuss these important issues, hosts Meg and Sue are joined by Mark Gregory, Founder and CEO of Equity Release Group. Having spent more than a decade developing technology, advice processes and consumer platforms in the later life lending market, Mark shares the thinking behind The Equity Release Network (TERN), a new specialist network designed to support advisers operating in this increasingly complex area of financial services. Highlights include: • The challenges currently facing advisers working within the later life lending market, and how support structures need to evolve • The role of training, technology and compliance in helping firms deliver strong customer outcomes under Consumer Duty • Why specialist network models may become increasingly important as adviser and consumer needs continue to change • The potential impact of greater adviser support on market growth, confidence and access to later life lending advice This episode provides valuable insight for advisers, brokers and industry professionals looking to better understand the future of later life lending, the importance of advice quality and the changing support requirements of advisers operating in this specialist market.

    17 min

  3. Jun 10

    Podcast #175: Tackling the advice gap and alleviating hesitance, with PIMFA’s David Ostojitsch

    In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we discuss what needs to change to bring more consumers into investing. Joining us to do this is PIMFA’s Director of Government Relations and Policy, David Ostojitsch. Despite the government’s clear focus on pushing retail investing and closing the advice gap, there are clearly still some barriers in the way. David reveals what he thinks needs to change to bring more consumers into investing. He then moves on to discuss PIMFA’s latest research, which found that 63% of firms don’t currently plan to offer Targeted Support, even though they think it will support people to make better financial decisions. David answers why he believes the adoption rate is so low, before outlining what clarity firms need before moving forward with simplified advice. Lastly, we ask David whether there is a genuine shift in regulatory pressures, which appear to have eased slightly. He shares advice for advisers, outlining what they should focus on over the next 12 months.

    19 min

  4. Jun 8

    TEI Podcast #15: The evolving role of Business Relief, with PXN Group’s Caroline Flagg

    In this month’s special Tax-Efficient Investment edition of IFA Talk, the podcast from IFA Magazine, we are joined by PXN Group’s Caroline Flagg to discuss the big opportunities in tax-efficient investing, in particular surrounding Business Relief. Caroline, who is Deputy Managing Director of the PXN Investments retail business, joins us to discuss the everchanging role of Business Relief in tax-efficient investing, with new changes set to take effect from April 2027. She also recounts the recent merger of Par Equity and Praetura Ventures, which formed PXN Group, revealing what has changed for the company. We then chat about the areas in the market where PXN sees real opportunities for advisers. And finally, Caroline outlines the key planning discussions which advisers should be having today, to prepare them for upcoming reforms.

    17 min

  5. Jun 3

    Podcast #174: Tackling the great wealth transfer, with Gallagher’s Tara Gillespie

    In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we unpack intergenerational wealth transfers and the factors which might affect clients. Joining us is Tara Gillespie, the Co-Head of Investment at Gallagher. Together, we discuss the contrasting priorities between the younger generation and their parents, along with digging down into the lessons which wealth managers can take on board. Tara also reveals the biggest gaps in how the industry approaches the great wealth transfer.

    17 min

  6. May 27

    Podcast #173: DFM loyalty and the future for independent IFAs, with RBC Brewin Dolphin's Ian Kloss

    This week on IFA Magazine’s IFA Talk podcast, we explore what keeps advisers loyal to discretionary fund managers, how retirement income planning is evolving, and whether smaller independent IFAs can still compete in a rapidly changing advice market. To discuss this further, Meg Bratley and Jenny Hunter are joined by Ian Kloss, Head of Intermediaries at RBC Brewin Dolphin, to unpack some of the biggest themes currently shaping the adviser landscape. What does this episode feature? What really drives long-term adviser loyalty to a DFM Why retirement income planning has become more challenging Whether smaller independent IFAs can still compete amid market consolidation How client expectations of advisers and DFMs have evolved over time Ian’s key takeaway for advisers navigating today’s market The conversation explores what really strengthens long-term relationships between advisers and DFMs, and why factors such as service, trust, communication and consistency are often just as important as investment performance.

    22 min

  7. May 26

    M&PI Podcast #27: Providing Islamic-compliant mortgages, with StrideUp's Sakeeb Zaman

    In the latest special Mortgage & Property edition of IFA Talk, we explore one of the more underserved areas of the UK mortgage market, with a particular focus on Islamic finance, homeownership accessibility and the growing role of specialist lending solutions. To discuss this important topic, hosts Matt and Sue are joined by Sakeeb Zaman, Founder and CEO of StrideUp, one of the UK’s leading Islamic fintech businesses. As conversations continue around underserved borrowers, financial inclusion and innovation across the mortgage sector, this episode examines how shariah-compliant finance is evolving and what advisers and brokers should understand when supporting clients with specific faith-based requirements. Highlights include: · The current challenges facing Muslim borrowers in the UK mortgage market · How brokers can better support clients seeking shariah-compliant finance solutions · The balance between fintech innovation, scalability and remaining fully faith-aligned · Why transparency and education remain crucial within Islamic finance This episode provides valuable insight for advisers, brokers and mortgage professionals looking to deepen their understanding of Islamic finance and the wider conversation around accessibility, inclusion and innovation within the UK housing market.

    17 min

  8. May 20

    Podcast #172: Estate planning and why great financial planning is really about people, with Penguin’s Craig Palfrey

    This week on IFA Talk, Sue and Matt are joined by financial planner, Craig Palfrey, Founder at Penguin, for a conversation that goes far beyond the technical side of estate planning. With pensions facing IHT from 2027 and intergenerational wealth planning becoming a growing focus for advisers, Craig explains why the real value of financial planning increasingly lies in human engagement, behavioural coaching and building long-term relationships with clients AND their families. The discussion also explores why emotional intelligence and communication skills are now just as important as technical expertise, if not more so, how advisers can use AI in practical ways without losing the personal touch, and what the best advice firms will look like over the next five years. Along the way, Craig shares practical ideas and processes advisers can implement within their own firms to strengthen client relationships and create financial plans built to stand the test of time.

    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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