IFA Talk

Podcast #78: Is now the time for more defensive assets within an investment strategy? with Ninety One’s Jason Borbora-Sheen

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. 

I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London

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. 

M&P Podcast #7: Why the green agenda is important to the housing market with Coventry’s Jonathan Stinton

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. 

Podcast #77: Later-life finance options for clients. With Standard Life Home Finance’s Kay Westgarth

Helping older clients to raise finance is becoming an increasingly important part of the advice process.  Our guest on IFA Talk today is Kay Westgarth, Sales Director at Standard Life Home Finance. Kay is highly experienced in this area and is keen to raise awareness amongst advisers of the range of later life finance options for the over-55s. 

M&P Podcast #6 Sustainability special: How can retrofitting shake up the mortgage market? With Mike Lindsay-Bailey and Thomas Farquhar

In this eco-friendly edition of our IFA Talk Mortgage and Property special podcast, Sue and Brandon have two great guests to share their knowledge and insight about retrofitting homes and installing energy-saving tech – and the financing of such projects. 

I&P Podcast #2: What’s going on in protection and why does it matter? With MetLife’s Rich Horner

Rich Horner, Head of Individual Protection at MetLife UK is Sue and Brandon’s guest on this week’s IFA Talk podcast and is particularly focused on growing the reputation and take up of protection products as a key part of the financial planning process. 

 

 

Podcast #76: SDR labels - The future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy

On this week’s podcast, Jenny and Brandon speak to Hortense Bioy, Global Director of Sustainability Research at Morningstar. Morningstar has recently undertaken some useful research U.K. Sustainability Disclosure Requirements: An early analysis | Morningstar, to explore what the landscape of UK sustainability-labelled funds may look like in the future.

Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph Willcox

This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of. 

Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth of knowledge about the financial services industry, Steph shares what impact she thinks the Budget announcements will have on adviser and client conversations. 

Mortgage and Property Podcast #5: The core aims of National Conveyancing Week and why it should be on an adviser’s radar

National Conveyancing Week (NCW) will take place between the 11th and 15th of March this year and the organisers David Opie, Managing Director of Today’s Media and Rob Hailstone, CEO and Founder of Bold Legal Group, spend some time with Jenny and Brandon on this week’s IFA Talk, to help shine a light on the conveyancing profession. 

Podcast #74: What advisers need to know about gifts when IHT planning - With M&G Wealth’s Cat McInally

With the tax year-end in sight, Sue and Brandon’s podcast guest on IFA Talk this week is Cat McInally, an investment specialist at M&G Wealth.

Their conversation with Cat explores important themes such as why gifting is becoming more popular recently, what are the gifting rules advisers need to be aware of and also what might be some of the barriers that exist to clients being prepared to make gifts.