IFA Talk

Podcast #39: Working together to boost the take-up of professional advice: With FSCS’ Lila Pleban

On this week’s IFA Talk podcast, IFA Magazine Editor Sue Whitbread’s guest is FSCS’ Chief Communications Officer, Lila Plebain – a member of their Executive Team. 

Their conversation not only delves into the detail of the survey, but also gives real insight into not only some aspects of FSCS’ work that you might not be aware of.

It sheds light on why FSCS is so keen to work together with the advice profession to enable more consumers to benefit from properly regulated, financial advice.

Podcast #38 - Why retirement income advice needs a serious rethink – With 7IM’s Verona Kenny

Recent research by 7IM has highlighted some of the underlying problems which advisers and providers must tackle if we are to provide the kind of retirement solutions that people really need. 

In this week’s IFA Talk Podcast Sue and Brandon are talking to Verona Kenny, Managing Director, Intermediary, at 7IM  - someone who will be well known to many IFA Magazine readers. 

Podcast #37 - Does protection get the level of attention that it requires?

At IFA Magazine, we know all too well that financial advisers deliver an incredibly valuable service for clients – but one thing that often intrigues us is whether protection gets the same level of attention as a client’s investments or pensions.

So today, we’re exploring just that – the need for advisers to full consider clients’ protection needs. Joining Sue and Brandon on this week's IFA Talk Podcast is Ken Maxwell, director at John Lamb Hill Oldridge – a leading adviser in the specialist protection advice space.

Podcast #36 - Why diversification and risk management really matter in multi-asset investing: With Brooks Macdonald’s David Appleton

It’s an investment theme for today’s IFA Talk Podcast, as Sue and Brandon welcomed David Appleton as this week’s guest. 

David is Senior Investment Director at the asset manager, Brooks Macdonald. As you’ll hear in this conversation, he is an open and easy communicator about all things investment – as we focus on multi-asset investing and take a look into the Cornelian Risk-Managed Passive fund range too. 

Podcast #35: How can Flagstone help maximise the return on your clients’ cash?

In this episode, Sue and Brandon talk to Mark Hicks from Flagstone - the UK's leading cash deposit platform.

While we know our listeners are familiar with investment platforms, Flagstone offers something a little different and potentially equally valuable to help build your clients’ interest income and grow your business.  

Discover how Flagstone gives you the perfect opportunity to quickly and easily distribute your clients' wealth into multiple savings accounts for greater returns and protection.   

Tech landscapes and Eco-systems in the Northern Powerhouse: a special GB Investments podcast for IFA Talk

In our latest podcast conversation Brandon and Jacqueline talk to David Foreman Founder and Managing Partner of Praetura Ventures and Aidan Macmillan Senior Investment Manager of Par Equity. 

Based in Manchester and Edinburgh respectively we asked them to talk to us about what exactly the tech landscape and eco systems are like and why 2023 is predicted to be a good year for investing in early stage EIS qualifying companies in the north of the UK.

The discussion offers a wealth of insider knowledge not just about the importance of regional and geographic diversification but David and Aidan outline in detail what advisers need to know about investing through regionally focussed EIS fund managers.

Podcast #33: How well do you know your EIS from your VCT? Octopus’ Jess Franks gives the lowdown for advisers

In the latest podcast, Sue and Brandon chat to Jessica Franks, Head of Investment Products at Octopus Investments – who certainly has a knack of demystifying these highly tax-efficient investments given her knowledge and experience in the sector.

So, whether you’d class yourself as an tax-efficient investment expert or not, this conversation has some really practical ideas that advisers can take away and use. 

Podcast #32 “Do you really know what’s under the bonnet of your client’s multi-asset portfolio?” With Jordan Sriharan

The rising popularity amongst advisers of multi-asset solutions to support their clients’ investment objectives is hard to ignore. But with so many options to choose from and with so many different underlying characteristics, due diligence can be tricky. 

On this week’s IFA Talk podcast, Sue and Brandon welcomed Jordan Sriharan as their guest. Jordan is a fund manager on the multi asset team at Canada Life Asset Management and is ideally placed to shed some light on the situation. 

Podcast #31 International Women’s Day Special: If you can’t see it you can’t be it in financial services

As part of our celebrations for International Women’s Day (IWD), this hugely powerful edition our IFA Talk podcast focuses on why, if you can’t see it you can’t be it, when it comes to working in financial services. And it’s well worth a listen regardless of which gender you identify with.

Podcast #30: Top tax planning tips for the 2023 tax year-end – with Quilter’s Head of Tax and Trusts, Rachael Griffin

In this week’s IFA Talk podcast, we’re talking tax planning – especially capital gains tax.

Sue and Brandon welcomed the ideal guest to talk to about this subject – it’s Rachael Griffin, Quilter’s Head of Tax and Trusts. Rachel is not only a tax expert but one with a sound grasp of the financial planning process too – something which comes through loud and clear during this conversation.