Best Arran Smith Podcasts (2024)

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Podcast #98: What can we expect from markets in 2025? With Shanti Kelemen, M&G Wealth 19:53

1h ago19:53

19:53

In this week’s show, Sue and Brandon talk to Shanti Kelleman firstly to reflect on some of the ideas her and her team got right in 2024. They progress to talk about her thoughts on some of the possible positive events she’s seeing ( spoiler alert – look out for some surprises here!), then it rolls into where some of the key risks might lie and how …

1
Podcast #97: IFA Talk’s Budget Special | What do advisers need to know? With Dynamic Planner’s Steph Wilcox 14:53

2h ago14:53

14:53

In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that are of most relevance to advisers and their clients. Chancellor Rachel Reeves’ first budget was always going to involve some big decisions. And big was what she delivered - announcing the biggest budget tax rises we’ve seen in …

1
M&P Podcast #11: Why are long-term fixed rate mortgages growing in popularity? With April Mortgages’ Rachael Hunnisett 12:37

8d ago12:37

12:37

We’re used to seeing fixed rate mortgages being offered for a 2 year term or even up to 5 years but recently the market has been moving to offer even longer fixed rate products. Sue and Brandon’s guest on today’s Mortgage & Property special edition of the IFA Talk podcast is really on top of all this and she is Rachael Hunnisett, Director Of Mortga…

1
I&P Podcast #8: Unlocking the power of Business Protection with Shelley Read from Royal London 16:05

14d ago16:05

16:05

In this episode of IFA Talk, Jenny and Brandon dig into the topic of Business Protection and why it’s something advisers shouldn’t overlook. In fact, it’s something that should be at the forefront of planning for businesses to have the right cover in place to protect both the company and its clients when the unexpected happens.…

1
Podcast #96 - Revitalising UK REITs: The factors driving change in real estate with Matt Norris from Gravis 19:46

14d ago19:46

19:46

Welcome to our latest IFA Talk podcast! In this episode, we dive into the evolving landscape of UK Real Estate Investment Trusts (REITs), which have faced recent challenges but currently show signs of revitalisation. Joining us is Matt Norris, Head of Real Estate Securities at Gravis, who will walk us through seven key factors that could spark a po…

1
Podcast #95: Why your advice business needs to take marketing seriously – and how to be better at doing it 23:11

28d ago23:11

23:11

Getting to grips with marketing is the subject for this week’s IFA Talk. Sue and Brandon’s guest is Nicola McCoosh. Nicola is founder of Yada Yada Finance, a financial marketing business based in Northern Ireland. It was set up by Nicola – a seasoned marketing professional herself- to help financial services firms to bridge the gap between the need…

1
Podcast #94: Boosting the uptake of advice in the approach to retirement with TPT’s Philip Smith 18:41

1M ago18:41

18:41

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 t…

1
SEN in Ten - Arran Smith 9:11

1M ago9:11

9:11

By SEN in Ten

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Podcast #93: What practical AI solutions look like, with 4admin’s Arran Kingston 13:33

1M ago13:33

13:33

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 4admi…

1
Podcast #92: AIM IHT Solutions - Combining Growth Potential and Tax Planning, with Charles Stanley’s James Rae 15:34

2M ago15:34

15:34

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 mak…

1
SEN in Ten - David O'Coimín 10:55

2M ago10:55

10:55

Darren speaks to David O'Coimín, CEO and Founder of Nook.By SEN in Ten

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M&P Podcast #10: Helping first time buyers achieve their property goals with Purplebricks Mortgages’ Jo Pocklington 13:12

2M ago13:12

13:12

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.By IFA Magazine

1
Podcast #91: How to break down barriers and capitalise on demand, with Karen Barret from Unbiased 15:18

2M ago15:18

15:18

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 explor…

1
Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan 15:08

3M ago15:08

15:08

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…

1
Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies 22:27

3M ago22:27

22:27

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.By IFA Magazine

1
I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood 16:23

3M ago16:23

16:23

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.By IFA Magazine

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Podcast #88: Consumer Duty one year on - has it really been a game changer for advice firms? With Matt Wood, MD at AMFA 16:08

3M ago16:08

16:08

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…

1
Podcast #87: Consumer Duty one year on - Is it doing what it says on the tin? with Dynamic Planner’s Chris Jones 20:28

3M ago20:28

20:28

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?By IFA Magazine

1
M&P Podcast #9: The role of building societies in the specialist lending market 17:34

4M ago17:34

17:34

On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.…

1
Podcast #86: Succession shares their strength and passion for the present and future of the M&A market 12:18

4M ago12:18

12:18

This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their …

1
Podcast #85: Axyon AI explores the transformative impact of AI on the asset management industry 21:08

4M ago21:08

21:08

This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.…

1
I&P Podcast #6: Getting it right first time – the importance of policy ownership with Gregor Sked, Royal London 15:53

4M ago15:53

15:53

Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, …

1
Podcast #84: What does the FCA’s Retirement income review mean for advisers? With BNY Investments’ Richard Parkin 20:56

5M ago20:56

20:56

Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advic…

1
Podcast #83: Purely Paraplanning - The lang Cat’s Steve Nelson on the findings from the recent State of the Advice Nation report 22:34

5M ago22:34

22:34

Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organi…

1
SEN in Ten- Cat Eadle & Peter Cherry 16:57

5M ago16:57

16:57

Darren speaks to Cat Eadle, Co-Founder of the Dyscalculia Network and Peter Cherry, volunteer at the Dyscalculia Network and Chair of the Adults with Dyscalculia advisory board.By SEN in Ten

1
I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis 17:09

5M ago17:09

17:09

On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group. Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not onl…

1
Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn 22:37

5M ago22:37

22:37

Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry …

1
Podcast #81: Should CGT replace IHT? Talking tax fallout after the Spring Budget with Ex-HMRC tax inspector, Gravita’s Tom Adcock 26:21

6M ago26:21

26:21

Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.By IFA Magazine

1
I&P Podcast #4: What do protection policies mean for your clients? With Beagle Street’s Ryan Griffin 19:42

6M ago19:42

19:42

In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.By IFA Magazine

1
SEN in Ten - Alistair Gilbert 7:54

6M ago7:54

7:54

Darren speaks to Alistair Gilbert, Sales Executive at nasen.By SEN in Ten

1
SEN in Ten - Carl Morris 10:30

6M ago10:30

10:30

Darren speaks to Carl Morris, Co-Founder of The Online School.By SEN in Ten

1
SEN in Ten - Caroline Scott 10:04

6M ago10:04

10:04

Darren speaks to Caroline Scott, author, trainer and Director of Across Cultures.By SEN in Ten

1
SEN in Ten - David Ralph 6:09

6M ago6:09

6:09

Darren speaks to David Ralph, co-founder of Mighty Writer.By SEN in Ten

1
SEN in Ten - Vicki Edgar 10:21

6M ago10:21

10:21

Darren speaks to Vicki Edgar, Education Manager at Fonetti.By SEN in Ten

1
SEN in Ten - Emma Dibden 10:07

6M ago10:07

10:07

Darren speaks to Emma Dibden, Assessment Specialist: SEND & Well-being at GL Assessment.By SEN in Ten

1
SEN in Ten - Jo Rees 9:39

6M ago9:39

9:39

Darren speaks to Jo Rees, founder and owner of Another Way Round – Dyslexia Assessment, Training & Support.By SEN in Ten

1
SEN in Ten - Dr Helen Ross 8:57

6M ago8:57

8:57

Darren speaks to Special Educational Needs specialist, dyslexia expert and founder of Helen's Place, Dr Helen Ross.By SEN in Ten

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Podcast #80: Why MPS providers aren’t all the same - putting the client and adviser outcomes first with 8AM’s Paul Hogg 14:39

6M ago14:39

14:39

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.By IFA Magazine

1
Podcast #79: Is it time to rethink property funds? With Gravis’ Matthew Norris 15:42

6M ago15:42

15:42

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 gen…

1
M&P Podcast #8: The importance of having a survey when buying property with Matthew Cumber 14:32

7M ago14:32

14:32

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 choo…

1
Podcast #78: Is now the time for more defensive assets within an investment strategy? with Ninety One’s Jason Borbora-Sheen 15:24

7M ago15:24

15:24

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 Incom…

1
I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London 16:08

7M ago16:08

16:08

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.…

1
SEN in Ten - Matt Hancock 13:05

7M ago13:05

13:05

Darren speaks to Matt Hancock, MP for West Suffolk and founder of the Accessible Learning Foundation (ALF).By SEN in Ten

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M&P Podcast #7: Why the green agenda is important to the housing market with Coventry’s Jonathan Stinton 13:36

7M ago13:36

13:36

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 an…

1
Podcast #77: Later-life finance options for clients. With Standard Life Home Finance’s Kay Westgarth 13:57

7M ago13:57

13:57

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.…

1
M&P Podcast #6 Sustainability special: How can retrofitting shake up the mortgage market? With Mike Lindsay-Bailey and Thomas Farquhar 16:21

8M ago16:21

16:21

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.By IFA Magazine

1
I&P Podcast #2: What’s going on in protection and why does it matter? With MetLife’s Rich Horner 15:03

8M ago15:03

15:03

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.By IFA Magazine

1
Podcast #76: SDR labels - The future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy 17:24

8M ago17:24

17:24

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 fut…

1
Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph Willcox 16:02

8M ago16:02

16:02

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 …

1
Mortgage and Property Podcast #5: The core aims of National Conveyancing Week and why it should be on an adviser’s radar 11:42

8M ago11:42

11:42

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.…

Podcasts Worth a Listen

Arran Smith Podcasts

Podcasts Worth a Listen

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