Property funds have certainly had more than their fair share of bad press over the years, like most asset classes. But with so much uncertainty and volatility in markets these days and the need for portfolio diversification, we thought it was time to look again at...
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M&P Podcast #8: The importance of having a survey when buying property with Matthew Cumber
Buying a property involves so many complexities and costs as advisers and brokers will know only too well. However, awareness and education amongst buyers around the value of having a physical survey is often overlooked, meaning they often go for the cheapest option...
Podcast #78: Is now the time for more defensive assets within an investment strategy? with Ninety One’s Jason Borbora-SheenÂ
With the UK FTSE 100 hitting new highs this week and concerns about risks to the downside with many global markets especially the US, many investors are looking at more defensive positions – including Fixed Income - when it comes to their investment strategy and asset...
I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal LondonÂ
This week we will be taking a look at a much under-advised protection product, Family Income Benefit (FIB). Protection planning, can at times, almost become an afterthought to such things as investment or estate planning. Whereas, in reality, it fulfils an equally,...
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M&P Podcast #7:  Why the green agenda is important to the housing market with Coventry’s Jonathan Stinton
On this week’s IFA Talk Mortgage and Property Special, we’re got net zero on our minds and we’re pleased to say we’re getting all...
M&P Podcast #6 Sustainability special: How can retrofitting shake up the mortgage market? With Mike Lindsay-Bailey and Thomas Farquhar
In this eco-friendly edition of our IFA Talk Mortgage and Property special podcast, Sue and Brandon have two great guests to share their...
I&P Podcast #2: What’s going on in protection and why does it matter? With MetLife’s Rich Horner
Supporting advisers to deliver more efficient and effective protection solutions for clients is an area not always given much attention in...
Podcast #77: Later-life finance options for clients. With Standard Life Home Finance’s Kay Westgarth
Helping older clients to raise finance is becoming an increasingly important part of the advice process. Our guest on IFA Talk today...
Podcast #76: SDR labels – The future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense BioyÂ
Sustainability is back under the microscope after the FCA recently unveiled its Sustainability Disclosure Requirements (SDR) and...
Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph WillcoxÂ
his week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to...
Podcast #74. What advisers need to know about gifts when IHT planning: With M&G Wealth’s Cat McInally
HT planning is always a key focus area for advisers  – but it can be complicated. Advising clients on making gifts is one of the key tools...
Insurance & Protection Podcast special #1 Delivering a great tech experience – with Magiclick’s Mark Lusted
In this week’s IFA Talk podcast, Sue and Brandon are looking at the world of technology, how the use of tech has changed so dramatically...
Podcast #73: How finding your niche can help you make a difference to your clients with Chartered Financial Planners Ian MacKendrick and Stephen FarnfieldÂ
Being part of a financial advice firm that has a clear mission that you can be proud of is sure to help deliver the best outcomes for an...
Podcast #72: The ups and downs of setting up your own financial advice business. With Chartered Financial Planner, Jack Mason-BrownÂ
For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice firm and role you’ve been...
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