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...
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...
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...
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...
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...
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...
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...
As Benjamin Franklin famously said years ago… nothing is certain except death and taxes. Here on previous IFA Talk podcasts, we’ve spent...
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...
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...
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...
This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers &...
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...
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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