IFA Talk IFA Magazine

On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group.
Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not only does it delve into the importance of financial resilience and all-round holistic advice -  but the conversation also draws out plenty of practical tips from Rose. There’s much food for thought for advisers and paraplanners to consider in relation to how you approach and deliver protection advice, providing even better outcomes for clients.

Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. 
In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry is adapting to life in this new regulatory environment, including the increased drive towards networks.  

Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.

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 at dedicated life insurance provider, Beagle Street.

Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus. 

In this conversation with Sue and Brandon, Matthew Norris, Head of Real Estate Securities and adviser to the VT Gravis Digital Infrastructure Income and VT Gravis UK Listed Property strategies at Gravis, drills down into exactly how it’s changed, into why it’s no longer about offices and shopping centres. As he explains, it’s now all about next generation property, about REITs and how the fourth industrial revolution is changing the way we work, live and play.