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…

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…

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…

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 …

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

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

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

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…

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…

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…

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.…

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…

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.…

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

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

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…

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 …

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.…

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 barrier…

In this week’s IFA Talk podcast, Sue and Brandon are looking at the world of technology, how the use of tech has changed so dramatically in recent years within both insurance and mortgage brokerages and also about how AI is already manifesting across the lending and insurance spectrum.By IFA Magazine

For this week’s IFA Talk GBI Special podcast, the first in our new series, our focus turns to VCTs. Joining Matt and Sue on the podcast is Mark O’Donnell, Head of Research at MICAP. MICAP are part of Defaqto and are the leading provider of research and reporting solutions for financial advisers recommending tax-advantaged products like VCTs.…

On this week's podcast, Sue and Brandon speak to Ian MacKendrick and Stephen Farnfield, both Chartered Financial Planners at Paladin Advice, an independent advice firm which is part of Rosemount IFA. Both Ian and Steve have worked together at previous firms and have come together to focus their energy and expertise towards clients with a range of v…

For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice firm and role you’ve been in for a while and putting in the huge amount of time and effort that it takes to get your own new financial advice business up and running. On this podcast, Sue and Brandon talk to Jack Mason Brown from Mason-Br…

On this week’s edition of IFA Talk, we invited back a guest from one of our most popular podcasts of 2023, Jordan Sriharan, fund manager at Canada Life.By IFA Magazine

Our podcast guest today is Jaxon Stevens, Sales Director at Tuscan Capital. Tuscan are providers of short term bridging finance and Jaxon has got plenty of experience in this specialist market, as this conversation goes to prove!By IFA Magazine

Joining Sue and Brandon on today’s podcast episode is Kristen Cunliffe DipPFS. As an IFA herself and Managing Director at Red Star Wealth she’s clearly got all the technical know how. However, Kristen also runs Red Star Education – a company that aims to develop financial literacy skills for all.By IFA Magazine

Sue and Brandon’s very first podcast guest of 2024 is someone who has strong views on the subject and a passion to drive progress – something he’s been working at for many years. No doubt, he’ll be well known to many IFA Magazine readers and podcast listeners, as our guest today is the one and only Ian McKenna of advisersoftware.com…

Sue and Brandon’s podcast guest this week is Jian Shi Cortesi. Jian is Investment Director at GAM, where she’s a member of their Global Growth Equity team and manages China and Asian equity funds too.By IFA Magazine

This week Sue and Brandon speak to Ahmed Bawa, the CEO at Rosemount Financial Solutions (IFA), one of the largest independent mortgage and financial planning networks in the UK, about how they are managing to successfully run their advice businessBy IFA Magazine

In this month’s Special Mortgage and Property edition of IFA Talk, Sue and Brandon dive into the world of self-builds with Tony Hall, Head of Business Development at the building society, Saffron for Intermediaries.By IFA Magazine

This week Sue and Brandon spoke to Roland Whyte, who is the Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat. The research gauged advisers’ views on how housing wealth is being handled a…

On today’s IFA Talk podcast, Sue and Brandon are discussing this brave new world of wealth management and some of the challenges and opportunities created by working well with a wealth management partner.By IFA Magazine

In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer brands.By IFA Magazine

With affordability as well as the supply of suitable properties posing particular challenges for first time buyers, Brandon and Sue speak to Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society.By IFA Magazine

In this week’s IFA Talk podcast, Sue and Brandon are talking to Ian Partington, CEO at investment platform and investment software business, Third Financial.By IFA Magazine

Chris Kenning, CEO at fintech, Stubben Edge, is our Podcast guest this week. In this conversation with Sue Whitbread, Chris explains why he believes that there’s still further to go in our use of tech and how it can already provide more solutions to the many business challenges which IFAs are facing today.…

In this week’s IFA Talk Podcast, Sue and Brandon are talking Fixed Income with this week’s guest, Robert Alster, CIO of Close Brothers Asset Management.By IFA Magazine

While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and they will often gain real synergies from doing so. Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of prof…

Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist at Morningstar, have returned to discuss yet another element of their research with Sue and Brandon. This time, Samantha and Danielle have been delving into the reasons why clients might decide to HIRE a professional financial adviser in the first place.…

In this, our very first Mortgage and Property special episode, we’re taking a look at the role which artificial intelligence – or AI – might play within the advice community. Brandon and Sue’s guest this week is mortgage tech guru, Thora Kehoe. Thora is Chief Product Officer at mortgage tech platform Smartr365 – an end-to-end mortgage and protectio…

On this latest IFA Talk Podcast we’re talking IHT planning, but with particular focus on the importance of Gift Cover – and we’re using that term purposely, as opposed to Gift Inter Vivos Life Insurance. That’s because there are some technical intricacies here that we explore in the conversation. Sue and Brandon’s guest this week is an adviser who’…

In this insightful conversation, Caitlin Southall outlines not only the crux of the gender pensions gap problem, something she is clearly very passionate about, but also some of the ways in which a multi-faceted approach – with providers, the advice community and government working together – could look to help solve it.…

What’s really going on in today’s global markets? On today’s IFA Talk, Sue and Brandon wanted to get to the bottom of some of the main things which might be on advisers’ minds just now. Refreshingly, you can forget technospeak and market jargon, today’s guest is Bill Blain, Strategist at Shard Capital, which guarantees an honest and properly down t…

Today on IFA Talk, Sue and Brandon are looking at a hugely important subject– and that is health, wellbeing and mental health in the workplace. Their guest, the fabulous Amy McKeown, is an award-winning Mental Health, Health & Wellbeing specialist consultant. As you will hear in this podcast, Amy is full of very powerful, practical yet straightforw…

On this week’s IFA Talk podcast, Brandon and Sue welcomed back Jordan Sriharan. Jordan is a fund manager on the multi asset team at Canada Life Asset Management. Jordan discussed market theory vs market reality, the lagged impact of monetary policy and what it means for investors and finally he delved into the state of the economy and the looming t…

In this week’s IFA Talk conversation, Sue and Brandon will be getting into the detail of why today’s equity release products are so different, with this week’s guest, Will Hale – CEO of Key Later Life finance.By IFA Magazine

In our latest IFA Talk podcast, we’re delving into the world of behavioural finance – to explore some of the reasons which lie behind clients’ decisions to part company with their financial adviser. Sue and Brandon were delighted to welcome two guests from Morningstar who have particular expertise in the subject. Samantha Lamas, Senior Behavioural …

At IFA Magazine, we know that adviser-focused technology is always of interest to our readers and podcast listeners. We’re pretty sure you’ll enjoy listening to Sue and Brandon’s conversation with this week’s IFA Talk Podcast guest, Fintel’s CO-CEO, Matt Timmins.By IFA Magazine

On this episode of IFA Talk, Sue and Brandon welcome HSBC Life’s Mike Furniss as they explore the valuable extra benefits of modern protection policies - and how it isn’t always just new policies that can enjoy these valuable benefits.By IFA Magazine

On this week's episode of IFA Talk, Brandon and Jac talk to Hugi Clarke, partner at Foresight VCT about the growth of VCT investment and the benefits it can have for retirement.By IFA Magazine