IFA Talk

Podcast #80: Why MPS providers aren’t all the same - putting the client and adviser outcomes first with 8AM’s Paul Hogg

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. 

Podcast #79: Is it time to rethink property funds? With Gravis’ Matthew Norris

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. 

M&P Podcast #8: The importance of having a survey when buying property with Matthew Cumber

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.

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.