IFA Talk

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.

Podcast #29: Investing in a recessionary environment – with MGIM’s Andrew Hardy

Our podcast guest this week is well placed to shed some light on what’s going on in 2023. Tune in to hear Sue and Brandon chatting to Andrew Hardy, Director of Investment at  Momentum Global Investment Management.

Podcast #28: helping Millennials and Gen Z to Thrive by getting to grips with financial planning - with Rob Caplan

Talking to Sue on the podcast is Robert Caplan. Rob is Financial Planning director at the Chartered Financial Planning firm, First Wealth, but today he’s talking to Sue in his capacity as the co-founder of Thrive Money.

Podcast episode #27: Consumer duty, pensions and the world of advice with Aegon’s Steven Cameron

We always enjoy our conversations with IFA Talk podcast guests. However, someone we’ve been keen to get on the pod for ages is this week’s guest, Steven Cameron.

Steven is Aegon’s pensions director and not only does he know a thing or two about pensions, but he’s always got his finger on the pulse of regulatory changes too. 

Podcast episode #26: Can sustainable investing really shape the future? With Ninety One’s Graeme Baker

Tune in to hear Sue and Bex’ conversation with Ninety One’s Graeme Baker. Graeme is a portfolio manager in sustainable equities within Ninety One’s Multi-Asset team. He’s also the co-portfolio manager for Ninety One’s Global Environment strategy. 

Was 2022 the year for active or passive approaches to shine?

In this week’s IFA Talk podcast, we’re talking investment. In particular, we’re looking at the relative performance of active and passive funds throughout 2022 - and we’ve certainly got a few surprises in store for you. 

However, we’ve got the right person to talk to about this age-old debate. And it’s Laith Khalaf, AJ Bell’s Head of Investment Analysis. Laith is the man behind some detailed research which AJ Bell carried out late last year so we thought we’d like to talk to him to find out more. 

Why it’s time to close the Ethnicity Pay Gap in financial services - episode 24

Identifying that the ethnicity pay gap exists in financial services is one thing - but doing something about it is a wholly different matter.

Today, as we kick off our 2023 IFA Talk podcast schedule, we’re delighted to welcome two guests who are certainly walking the walk as well as talking the talk when it comes to closing the ethnicity pay gap. 

Tune in to hear Sue and Bex’ powerful conversation with Kohinoor Choudhury, Senior Campaigns Officer of diversity, equity and inclusion at ShareAction, and Lutfur Ali, Senior Policy Advisor Equality, Diversity, Inclusion and Transformation at the Chartered Institute for Personnel and Development (CIPD).