IFA Talk

Podcast #94: Boosting the uptake of advice in the approach to retirement with TPT’s Philip Smith

In this episode of IFA Talk, we are joined by TPT's Philip Smith to discuss the main reasons why so few people approaching retirement will use an adviser, how advisers can boost the uptake of professional advice at this key point and also set out a wish list for what some the biggest priorities might be for the new Labour government when it comes to DC schemes.

 

Podcast #93: What practical AI solutions look like, with 4admin’s Arran Kingston

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 tangible, practical solutions. Thankfully, we had Arran Kingston, Founder and CEO of 4admin, join us to share how his company is doing just that. P

Podcast #92: AIM IHT Solutions - Combining Growth Potential and Tax Planning, with Charles Stanley’s James Rae

Joining us is James Rae, Head of the AIM Inheritance Tax Service at Charles Stanley—one of the UK’s leading wealth management firms. Charles Stanley’s award-winning AIM service has helped countless advisers, and their clients navigate the complexities of IHT planning. 

In this episode James will share his insights on how this service works, what makes it stand out, and how advisers can confidently offer it to their clients. He also very kindly looks into the future to give us his opinion on what the Labour government may say about AIM in the Autumn Budget 2024! 

M&P Podcast #10: Helping first time buyers achieve their property goals with Purplebricks Mortgages’ Jo Pocklington

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 years.

Podcast #91: How to break down barriers and capitalise on demand, with Karen Barret from Unbiased

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 sought financial advice, but only 4 million received it? That leaves a staggering 6 million people without the guidance they need. Brandon and Jenny sit down with Karen Barret, CEO and Founder of Unbiased, to explore what’s preventing financial advisers from reaching more people and the barriers standing in their way.

Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan

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 ahead for the rest of 2024. 

Jordan talks about all the big stuff, such as how fund managers like himself are adjusting to all the shifting pieces in the markets, changes in UK interest rates and what the upcoming U.S. election could mean for global markets. These are shaping how people are thinking about strategy, risk management, and asset allocation during these unpredictable times. 

Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies

Sue and Brandon’s guest on this week’s IFA Talk podcast is Huw Davies, an Investment Manager in the Fixed Income - Absolute Return team, at Jupiter Asset Management. 

I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood

In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality.  Their expert guest is Mark Wood,  Chairman  at Funeral Concierge Service, Everest.

Podcast #88: Consumer Duty one year on - has it really been a game changer for advice firms? With Matt Wood, MD at AMFA

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 management businesses in practice.

Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as was often suggested? What about technology? How has that adapted? These were all on our mind. 

Podcast #87: Consumer Duty one year on - Is it doing what it says on the tin? with Dynamic Planner’s Chris Jones

In 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 actually been like for financial advisers over this past year. So, is it doing what it says on the tin?