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. 1일 전

    NI&P Podcast #25: What does AI mean for protection, inclusion and the future of insurance?

    In this month's special New Insurance and Protection episode of IFA Talk, we explore how artificial intelligence is reshaping the insurance and protection landscape and ask whether it can help close the protection gap while improving access for underserved clients. To discuss this, Meg and Sue are joined by Jake Attfield, Head of Strategy at Fair4All Finance. Jake shares his insights on the opportunities and challenges AI presents for insurers. Together, they discuss whether AI risks reinforcing existing barriers through underwriting and product design, or whether it has the potential to deliver fairer, more inclusive protection solutions. Jake also explores the importance of governance and tackling algorithmic bias as insurers continue to invest in AI-driven technologies. The episode also looks at the role of alternative protection models, including pay-as-you-go cover, micro-insurance and parametric insurance, and considers how regulatory initiatives and the Government's Financial Inclusion Strategy could help drive greater innovation and inclusion across the market.

    22분

  2. 6일 전

    IFA Talk Podcast #178: Closing the investment confidence gap across generations, with NatWest’s Aroma Khan

    In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, Matt Williams and Sue Whitbread explore the growing investment confidence gap across generations and what advisers can do to help bridge it. New research from NatWest reveals that the average Brit doesn’t make their first investment until the age of 34, despite younger generations showing increasing curiosity about investing. While Gen Z appears the most eager to engage, many still lack the confidence to take that crucial first step. Joining us on the podcast this week is Aroma Khan, Financial Planner at NatWest, who shares insights from the research and discusses what she believes the findings mean for advisers working across different client demographics. For advisers, this episode offers valuable insight into how attitudes towards investing differ by generation and where the profession has an opportunity to educate, guide and empower clients earlier in their financial journey.

    15분

  3. 6월 24일

    Podcast #177: The importance of succession planning, with Hoxton Wealth’s Chris Ball

    In this week’s episode of IFA Talk, we unpack the topic of succession planning, with many financial planners now approaching retirement. Joining us to do this is Chris Ball, CEO of Hoxton Wealth.  Chris outlines the practical steps which firms can take now to protect clients, and what those financial planners should be considering. He also reveals how Hoxton Wealth approaches succession planning. After that, we ask Chris to take a look back a few decades, to detail how succession planning has changed since the turn of the century. Lastly, Chris shares how he expects technology to impact succession planning over the next 10-20 years, as AI continues to transform how businesses operate.

    18분

  4. 6월 17일

    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.

    22분

  5. 6월 15일

    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.

    17분

  6. 6월 10일

    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.

    19분

  7. 6월 8일

    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.

    17분

  8. 6월 3일

    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.

    17분
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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.

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  • 제작진
    IFA Magazine
  • 방송 연도
    2022년 - 2026년
  • 에피소드
    100
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    전체 연령 사용가
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