IFA Talk

IFA Magazine
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IFA Talk

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.

  1. 18 DÉC.

    I&P Podcast #9: Income protection with Lloyds Banking Group’s Rose St Louis

    When it comes to insurance, your clients almost always think about protecting their homes, cars, businesses and even lives but often neglect to shield the thing that makes that all possible, their income.  On the show today, Sue and Brandon welcome back Rose St Louis, Protection Director at Lloyds Banking Group – someone who is particularly passionate about the need for protection and always has plenty to say!  This week they’re talking income protection, why it’s important and how advisers can take a holistic view of protection. They also touch on an interesting new product that Scottish Widows have recently launched, their flexible income protection policy – it’s well worth checking out! Don’t miss this insightful and thought-provoking discussion. Tune in now!

    16 min

  2. 11 DÉC.

    GBI Special: Powering the future and navigating the energy transition with experts from Blackfinch Ventures

    Welcome to a special episode of IFA Talk, brought to you in partnership with GBI Magazine. In this week’s podcast, we’re diving headfirst into one of the most pressing and exciting topics of our time—how we’re powering the future and navigating the energy transition.  Hosted by Matt Williams, Content Editor at GBI and IFA Magazine, alongside IFA Magazine’s Senior Financial Journalist Jenny Hunter, this episode brings together two exceptional guests from Blackfinch. Joining the conversation are Dr Reuben Wilcock, Head of Ventures, and Tim Wynn-Jones, Head of Energy Transition.

    18 min

  3. 4 DÉC.

    Podcast #100: Women and financial advice – are advisers missing a trick? With Philip Wickenden and Gillian Hepburn

    In this episode of IFA Talk, we're getting into a topic that’s been stirring up some serious conversation in the financial world—how well are advisers really connecting with their women clients? Jenny Hunter, our Senior Financial Journalist, and Editor Sue Whitbread dig into some eye-opening research called "Women and Financial Advice."

    28 min

  4. 27 NOV.

    M&P Podcast #12: Exploring opportunities in later-life lending with Dave Harris

    Welcome to this week’s Mortgage & Property edition of IFA Talk! In this episode, we dive into the exciting world of later-life lending—a sector experiencing rapid growth and opening up incredible opportunities for advisers and their clients. Joining us is Dave Harris, CEO of specialist later life lender, more2life. With his wealth of experience and optimism about the future, Dave shares insights on the evolution of later-life lending products and how these changes are creating new possibilities for mainstream mortgage advisers and IFAs with older clients.   We also explore some of the barriers that may be holding advisers back from engaging with this market and discuss the compelling reasons to get involved. Finally, Dave sheds light on the unique challenges of the later-life lending sector, especially in the context of Consumer Duty requirements, and how advisers can confidently navigate this space without needing to cover every available product. Whether you’re already advising in this area or just curious about the opportunities, this episode is packed with valuable takeaways to help you grow your expertise and serve your clients better. Don’t miss it—tune in now!

    11 min

  5. 20 NOV.

    Podcast #99: Opportunities for closing the advice gap AND helping advice businesses to build scale - with Octopus Money’s Ruth Handcock

    Our guest on this week’s IFA Talk is Ruth Handcock, Chief Executive of Octopus Money – and someone who’s always been so passionate about the future of financial advice as she makes so clear in this conversation.  During her chat with Sue and Brandon, Ruth explains how by using a combination of coaches (aka humans!) and great tech, Ruth and her team at Octopus Money is now partnering with financial advice businesses to deliver practical and cost effective solutions to these big challenges.

    19 min

  6. 13 NOV.

    Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth

    In this week’s show, Sue and Brandon talk to Shanti Kelleman firstly to reflect on some of the ideas her and her team got right in 2024. They progress to talk about her thoughts on some of the possible positive events she’s seeing ( spoiler alert – look out for some surprises here!), then it rolls into where some of the key risks might lie and how she and her team use these ideas to create diversification within portfolios.

    20 min

  7. 6 NOV.

    Podcast #97: IFA Talk’s Budget Special | What do advisers need to know? With Dynamic Planner’s Steph Wilcox

    In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that are of most relevance to advisers and their clients.  Chancellor Rachel Reeves’ first budget was always going to involve some big decisions. And big was what she delivered - announcing the biggest budget tax rises we’ve seen in the modern era - at a whopping £40bn. Whether it’s employer NICs, IHT, CGT, pensions, the property market, gilts etc. the chancellor has given advisers plenty to think about.

    15 min

  8. 30 OCT.

    M&P Podcast #11: Why are long-term fixed rate mortgages growing in popularity? With April Mortgages’ Rachael Hunnisett

    We’re used to seeing fixed rate mortgages being offered for a 2 year term or even up to 5 years but recently the market has been moving to offer even longer fixed rate products.   Sue and Brandon’s guest on today’s Mortgage & Property special edition of the IFA Talk podcast is really on top of all this and she is Rachael Hunnisett, Director Of Mortgage Distribution at April Mortgages. April is a lender which specialises in longer term fixes – and in her role there, Rachael is very much involved in driving their intermediary business.

    13 min
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À propos

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.

Informations

  • Création
    IFA Magazine
  • Années d’activité
    2022 - 2024
  • Épisodes
    100
  • Classification
    Tous publics
  • Copyright
    © Copyright 2021 All rights reserved.
  • Site web de l’émission
    IFA Talk

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