Helping us to dig down into the topic of retirement is Sue and Meg’s guest on the IFA Talk podcast this week, Philip Smith, Director of Defined Contributions, at TPT Retirement Solutions – one of the UK’s leading providers of workplace pensions. The relatively poor...
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Podcast #93: What AI practical solutions look like, with 4admin’s Arran Kingston
In this episode of IFA Talk, Jenny and Brandon delve into the rapidly evolving world of AI within financial services—a sector ripe with opportunities for innovation. Despite the buzz around AI, many advice firms are still navigating how to translate talk into...
Podcast #92: AIM IHT Solutions – Combining Growth Potential and Tax Planning, with Charles Stanley’s James RaeÂ
Welcome to this week’s episode of IFA Talk! In this edition, Brandon and Jenny dive into a compelling investment strategy that blends the potential for attractive returns with powerful tax planning benefits: AIM IHT solutions. As inheritance tax (IHT) planning...
M&P Podcast #10: Helping first time buyers achieve their property goals with Purplebricks Mortgages’ Jo Pocklington
Welcome to our latest IFA Talk podcast – which this week is our latest Mortgage and Property special edition. On our agenda today, are the MANY challenges facing first time buyers in the property market, which are amongst the most difficult they’ve faced for over 70...
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Podcast #91: How to break down barriers and capitalise on the demand for financial advice – with Karen Barrett from Unbiased
In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023, 10 million people...
Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan SriharanÂ
In this week's episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down what’s...
Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies
There’s been a lot going on with market moves of late with plenty of volatility to keep investment strategists on their toes. Making sound...
I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood
As Benjamin Franklin famously said years ago… nothing is certain except death and taxes. Here on previous IFA Talk podcasts, we’ve spent...
Podcast #88: Consumer Duty one year on – has it really been a game changer for advice firms? With Matt Wood, MD at AMFAÂ
As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth...
Podcast #87: Consumer Duty one year on – Is it doing what it says on the tin? with Dynamic Planner’s Chris JonesÂ
On this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has...
M&P Podcast #9: The role of building societies in the specialist lending market
On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the...
Podcast #86: Succession shares their strength and passion for the present and future of the M&A marketÂ
This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers &...
Podcast #85: Axyon AI explores the transformative impact of AI on the asset management industry
This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a...
I&P Podcast #6: Getting it right first time – the importance of policy ownership with Gregor Sked, Royal London
Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should...
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