IFA Talk – Details, episodes & analysis

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IFA Talk

IFA Magazine

Business

News

Frequency: 1 episode/7d. Total Eps: 100

IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.

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Apple Podcasts

🇬🇧 Great Britain - investing
19/08/2026
#79
🇬🇧 Great Britain - investing
14/08/2026
#71
🇬🇧 Great Britain - investing
13/08/2026
#98
🇬🇧 Great Britain - investing
21/03/2026
#100
🇬🇧 Great Britain - investing
19/12/2025
#100
🇬🇧 Great Britain - investing
02/10/2025
#98
🇬🇧 Great Britain - investing
26/05/2025
#82
🇬🇧 Great Britain - investing
25/05/2025
#82
🇬🇧 Great Britain - investing
20/05/2025
#97
🇬🇧 Great Britain - investing
04/05/2025
#100

Spotify

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Score global : 48%

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Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with M&G's Mark Devlin

Episode 168

Wednesday, February 26, 2025 • Duration 16:29

In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers and their clients. With tax and pension changes following the 2024 Autumn Budget, it’s more important than ever for advisers to stay informed on the latest trends and opportunities in financial planning.

To discuss these developments, we’re joined by Mark Devlin, Senior Technical Manager at M&G. Mark shares his expert insights on the key tax and pension implications of the budget and how advisers can navigate these changes effectively.

A key focus of this discussion is the rising popularity of insurance bonds, both onshore and offshore. Why are they becoming an increasingly attractive investment solution? What tax benefits do they offer? And how can advisers build a deeper understanding of these products to better serve their clients? Mark answers these questions and more, providing practical strategies for incorporating insurance bonds into financial planning.

Finally, we take a look at the fast-approaching tax year-end deadline and his useful tips, resources and tools that will help advisers support their clients even more at the time of year.

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Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 — with BNY Investments’ Richard Parkin

Episode 167

Monday, February 24, 2025 • Duration 18:43

Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers.

With the FCA’s retirement income advice review sparking big conversations last year, 2025 brings even more focus from the regulator on ensuring firms deliver the best outcomes for clients. The regulator is watching closely, so it’s essential to stay informed and ready for change.

In this week’s episode, we welcome back Richard Parkin, Head of Retirement at BNY Investments. Richard is a trusted expert in the field, known for his deep insights and practical knowledge on the subject of retirement income planning.

Join Richard, Sue, and Matt as they break down the findings of new research from BNY Investments and NextWealth: “Retirement Advice in the UK: Time for Change?” They explore the evolving role of advisers, the latest industry challenges, and what it all means for you and your practice in 2025.

If you want to navigate the shifting landscape of retirement advice with confidence, this is an episode you won’t want to miss.

Listen now on Spotify and Apple Podcasts and get the insights you need to thrive in 2025.

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Podcast #103: What might Trump 2.0 mean for investing in the US? With Federated Hermes’ Mark Sherlock

Episode 157

Wednesday, January 15, 2025 • Duration 23:26

Sue and Brandon’s guest on this week’s IFA Talk Podcast is Mark Sherlock, Head of US equities at Federated Hermes. In this episode, Mark tells us why he’s generally feeling positive about US investment prospects – particularly in the small and mid-cap arena where valuations remain compelling.

They discuss some of the uncertainties as well as risks that lie ahead as well as some of the reasons to be optimistic that 2025 will provide plenty of opportunity for active managers to deliver alpha.

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Podcast #101: The challenges of being a director in an authorised firm alongside being an IFA, with Charles Chami

Episode 156

Wednesday, January 8, 2025 • Duration 19:43

In this episode of IFA Talk, Glamis IFA's Charles Chami, an IFA based in Bristol, discusses some of the many challenges he faces in his role as an IFA and as a director of a directly authorised business.

Charles reveals what it was like moving from working an investment bank into the world of financial advice and what some of the biggest challenges are whilst being an IFA and a director in a directly authorised firm.

Also in the discussion, Sue and Brandon ask Charlie about the trials and tribulations of working in a family business as well as the benefits.

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

Episode 155

Wednesday, December 18, 2024 • Duration 16:27

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!

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GBI Podcast #2: Powering the future and navigating the energy transition with experts from Blackfinch Ventures

Episode 154

Wednesday, December 11, 2024 • Duration 18:13

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.

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

Episode 153

Wednesday, December 4, 2024 • Duration 27:55

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."

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

Episode 152

Wednesday, November 27, 2024 • Duration 11:06

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!

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

Episode 151

Wednesday, November 20, 2024 • Duration 19:18

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.

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

Episode 150

Wednesday, November 13, 2024 • Duration 19:53

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.

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IFA Talk – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

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Related Shows Based on Content Similarities

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Related Shows Based on Content Similarities

IFA Talk – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other16

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other16

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