Episodes
5 days ago
5 days ago
On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group.
Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not only does it delve into the importance of financial resilience and all-round holistic advice - but the conversation also draws out plenty of practical tips from Rose. There’s much food for thought for advisers and paraplanners to consider in relation to how you approach and deliver protection advice, providing even better outcomes for clients.
Wednesday Jun 05, 2024
Wednesday Jun 05, 2024
Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group.
In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry is adapting to life in this new regulatory environment, including the increased drive towards networks.
Wednesday May 29, 2024
Wednesday May 29, 2024
Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.
Wednesday May 22, 2024
Wednesday May 22, 2024
In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.
Wednesday May 15, 2024
Wednesday May 15, 2024
Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus.
Wednesday May 08, 2024
Podcast #79: Is it time to rethink property funds? With Gravis’ Matthew Norris
Wednesday May 08, 2024
Wednesday May 08, 2024
In this conversation with Sue and Brandon, Matthew Norris, Head of Real Estate Securities and adviser to the VT Gravis Digital Infrastructure Income and VT Gravis UK Listed Property strategies at Gravis, drills down into exactly how it’s changed, into why it’s no longer about offices and shopping centres. As he explains, it’s now all about next generation property, about REITs and how the fourth industrial revolution is changing the way we work, live and play.
Wednesday May 01, 2024
Wednesday May 01, 2024
Our guest on this week’s special Mortgage and Property edition of IFA Talk is Matthew Cumber, MD of Countrywide Surveying.
Countrywide are one of the largest surveyors in the UK with around 500 employed surveyors on the team. Tune in to hear Matthew explaining in detail to Sue and Brandon all about the different types of survey that buyers can choose and what the downside risks are of making the wrong decision.
Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
In today’s podcast, Sue and Brandon thought it was the ideal time to talk about defensive assets and find out where there might be some decent investment opportunities for those looking to diversify their portfolios just now.
This week’s guest– a friend of the podcast as this is his third time on IFA Talk - is Jason Borbora Sheen, Diversified Income Fund Portfolio manager at Ninety One. In this broad ranging conversation, Jason gives us his practical take on gilts, bond markets more broadly and non-traditional assets.
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
Shelley Read, Senior Protection Technical Manager at Royal London joins Jenny and Brandon to give our listeners all they need to know about FIB. As well as highlighting what types of clients could benefit from having conversations around this type of protection which should help advisers identify opportunities to help those most in need.
Wednesday Apr 10, 2024
Wednesday Apr 10, 2024
Back for his second visit to the IFA Talk Studio, our guest this week is Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society.
Coventry has recently produced an influential report entitled “Beyond the Bricks” which looks in detail at what a green housing market really would look like. It’s an interesting conversation and one we think you’ll enjoy.