IFA Talk
By IFA Magazine
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Category: Investing
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Episodes: 100
Description
IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.
Featuring exclusive conversations with the most influential voices in financial services.
| Episode | Date |
|---|---|
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Podcast #176: What psychology teaches us about client trust, with BareRock's Babs Crane and John Netting
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Jun 17, 2026 |
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M&PI Podcast #28: The role of specialist networks in later life lending, with Equity Release Group's Mark Gregory
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Jun 15, 2026 |
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Podcast #175: Tackling the advice gap and alleviating hesitance, with PIMFA’s David Ostojitsch
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Jun 10, 2026 |
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TEI Podcast #15: The evolving role of Business Relief, with PXN Group’s Caroline Flagg
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Jun 08, 2026 |
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Podcast #174: Tackling the great wealth transfer, with Gallagher’s Tara Gillespie
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Jun 03, 2026 |
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Podcast #173: DFM loyalty and the future for independent IFAs, with RBC Brewin Dolphin's Ian Kloss
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May 27, 2026 |
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M&PI Podcast #27: Providing Islamic-compliant mortgages, with StrideUp's Sakeeb Zaman
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May 26, 2026 |
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Podcast #172: Estate planning and why great financial planning is really about people, with Penguin’s Craig Palfrey
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May 20, 2026 |
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NI&P Podcast #24: The value of AI beyond efficiency, with Vitality AI’s Emile Stipp
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May 18, 2026 |
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Podcast #171: Supporting client outcomes in uncertain markets, with Wesleyan’s James Tothill
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May 13, 2026 |
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TEI Podcast #14: How UK timber and forestry fit into a tax‑efficient investment portfolio, with Gresham House’s Anthony Crosbie Dawson
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May 11, 2026 |
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Podcast #170: Bespoke portfolio services and tax-smart structuring, with Brooks Macdonald’s Adam Temple
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May 06, 2026 |
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Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps
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Apr 29, 2026 |
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NI&P Podcast #23: What does insured IHT investing look like in practice? With Blackfinch’s Gordon Pugh
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Apr 27, 2026 |
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Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades
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Apr 22, 2026 |
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M&PI Podcast #26: Exploring long-term fixed-rate mortgages and market innovation with Perenna's Colin Bell
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Apr 20, 2026 |
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Podcast #167: How platforms can prove their worth in the face of uncertainty, with Novia Global’s Linda Johnstone
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Apr 15, 2026 |
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TEI Podcast #13: The role of private capital in UK early-stage investing, with Anthemis’ Mei Lim
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Apr 13, 2026 |
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Podcast #166: Navigating AI and regulation in financial advice with True Potential's Jamie Sexton
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Apr 08, 2026 |
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Podcast #165: The real value of financial planning beyond short-term performance, with First Wealth’s Anthony Villis
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Apr 01, 2026 |
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Podcast #164: Guiding clients through market uncertainty, with Tyndall’s James Sullivan
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Mar 25, 2026 |
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NI&P Podcast #22: Supporting clients through cancer - are advisers doing enough? with Reframe Cancer's Mark Stephenson
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Mar 23, 2026 |
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Podcast #163: How AI is helping advisers to work smarter, with PlannerPal’s Mark Whitcroft
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Mar 18, 2026 |
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M&PI Podcast #25: Near Prime mortgage trends and the evolving role of lenders, with Atom Bank’s Richard Harrison
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Mar 16, 2026 |
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Podcast #162: Surviving the current market storm, with Royal London’s Trevor Greetham
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Mar 11, 2026 |
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TEI Podcast #12: Unpacking last-minute BR allowance changes and the complex estate planning landscape, with Octopus Investments’ Toyin Oyeneyin
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Mar 09, 2026 |
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Podcast #161: The emotional side of retirement | What great advisers do differently, with former financial planner, James Woodfall
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Mar 04, 2026 |
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Podcast #160: How data will shape the future of advice, with Dynamic Planner’s Rowan Whittington
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Feb 25, 2026 |
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NI&P Podcast #21: Is whole of life the only solution for long-term IHT? with JLHO's Ken Maxwell
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Feb 23, 2026 |
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Podcast #159: Unifying adviser tech: solving the complexity puzzle, with Defaqto’s John Milliken
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Feb 18, 2026 |
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Podcast #158: Paraplanners under the spotlight in the langcat’s State of the Advice Nation
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Feb 11, 2026 |
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M&PI Podcast #24: Household behaviour, retirement sequencing and property wealth with Phillip Wickenden of Ad Lucem
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Feb 09, 2026 |
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Podcast #157: Meet the new CII President | Callum Beaton on the year ahead
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Feb 04, 2026 |
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TEI Podcast #11: Finding sustainable competitive advantage in today’s VCT market, in partnership with Foresight Group
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Feb 02, 2026 |
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Podcast #156: Why behaviour, not knowledge, will decide the profession’s future, with Patrick Murphy
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Jan 28, 2026 |
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Podcast #155: Targeted support and what advisers need to know, with EV’s Chet Velani
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Jan 21, 2026 |
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TEI Podcast #10: Changes to VCTs and the rising popularity of private markets, with Octopus Investments’ Toyin Oyeneyin and Tim Dickens
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Jan 19, 2026 |
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Podcast #154: Succession planning and valuing adviser independence, with Westminster Wealth’s Martin Lockyer
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Jan 14, 2026 |
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M&PI Podcast #23: Navigating the 2026 mortgage market, with Jonathan Stinton of Coventry Building Society
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Jan 12, 2026 |
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Podcast #153: Growing your business and closing the advice gap, with Thrive’s Alex Sumner
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Jan 07, 2026 |
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NI&P Podcast #20: Understanding economic abuse, with Royal London’s Shelley Read
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Jan 05, 2026 |
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M&PI Podcast #22: Later life lending and the Autumn Budget, with Tony Wickenden of Technical Connection and Will Hale, CEO of Key and Air
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Dec 22, 2025 |
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Podcast #152: Targeted Support and bridging the advice gap in a changing landscape, with Wealth Wizards' CEO Ben Hampton
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Dec 17, 2025 |
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TEI Podcast #9: Budget 2025 boosts EIS & VCT prospects, and what advisers need to know, with Shoosmith’s Tom Wilde
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Dec 15, 2025 |
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Podcast #151: Making sense of markets, mindsets and 2026, with James Giblin, Fund Manager at L&G
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Dec 10, 2025 |
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NI&P Podcast #19: How protection is evolving in 2025, with CIExpert’s Paul Roberts
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Dec 08, 2025 |
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Podcast #150: Budget special - Key Budget measures advisers need to know, with AJ Bell’s Rachel Vahey
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Dec 01, 2025 |
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M&PI Podcast #21: Innovating mortgage support for first-time buyers, with Nationwide’s Carlo Pileggi
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Nov 24, 2025 |
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Podcast #149: Smarter retirement strategies for your clients, with Andrew Lewis, Senior Investment Director at Brooks Macdonald
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Nov 19, 2025 |
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NI&P Podcast #18: helping clients make confident protection decisions, with MetLife UK’s Phil Jeynes
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Nov 17, 2025 |
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Podcast #148: The future of advice - Sparrows Capital’s Arnie Millington on value, trust and technology
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Nov 12, 2025 |
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TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments
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Nov 10, 2025 |
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Podcast #147: Rethinking the MPS or bespoke solutions puzzle with Marlborough’s Eddie Kennedy
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Nov 05, 2025 |
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Podcast #146: Should Paraplanners be more formally recognised by the FCA? Research by Derek Bradley, founder and CEO of Panacea Adviser
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Oct 29, 2025 |
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M&PI Podcast #20: Evolving opportunities in specialist lending, with Inspired Lending’s Gavin Diamond
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Oct 27, 2025 |
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Podcast #145: Delivering value through multi-asset investing; a look inside the Scottish Widows Managed Growth Funds with Mithesh Varsani, Head of Investment Solutions
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Oct 22, 2025 |
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TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott
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Oct 20, 2025 |
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Podcast #144: Emotional Intelligence and adviser success: Practical tips from a former adviser, with James Woodfall
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Oct 15, 2025 |
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
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Oct 08, 2025 |
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NI&P Podcast #17: Are advisers missing the trick when it comes to Insurance & Protection? With The Exeter’s Jamie Page
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Oct 06, 2025 |
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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
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Oct 01, 2025 |
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen
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Sep 24, 2025 |
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
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Sep 22, 2025 |
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Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems' Nicholas Ryan and David Mills
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Sep 17, 2025 |
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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
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Sep 10, 2025 |
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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point
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Sep 08, 2025 |
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Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice
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Sep 03, 2025 |
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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
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Sep 01, 2025 |
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Podcast #137: The Real AI Opportunity? Better workplace culture! With Jenny Segal and Annabel Gillard
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Aug 27, 2025 |
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming's Peter Ball
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Aug 20, 2025 |
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
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Aug 13, 2025 |
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Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill
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Aug 06, 2025 |
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NI&P Podcast #15: Heroes in the middle - How advisers are powering better protection advice, with L&G’s Mike Pritchard
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Aug 04, 2025 |
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Podcast #133: Tariffs, interest rates and gold - what's next for markets? With Capital.com’s Daniela Sabin Hathorn
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Jul 30, 2025 |
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M&PI Podcast #18: How mortgage tech is transforming the lending journey, with Finova’s Rowan Clayton
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Jul 28, 2025 |
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Podcast #132: What's next for VCTs after the sunset clause extension, with Chris Lewis, Chair of the Venture Capital Trust Association
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Jul 23, 2025 |
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Podcast #131: Is ESG investment evolving - or just being rebranded? With Parmenion’s Mollie Thornton
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Jul 16, 2025 |
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Podcast #130: Education Champions are building better money habits for the next generations, with Vilma Marques at the CII and PFS
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Jul 09, 2025 |
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NI&P Podcast #14: A broker’s perspective on the underwriting challenges for high-value life cover with JLHO’s Ken Maxwell
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Jul 07, 2025 |
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Podcast #129: Dealing with investor anxiety with Novia Global’s Linda Johnstone
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Jul 02, 2025 |
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TEI Podcast #5: The fundamentals of investing in small to mid-cap companies with Unicorn Asset Management’s Fraser Mackersie
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Jun 30, 2025 |
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Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios, with Schroder Investment Solutions’ Ryan Paterson
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Jun 25, 2025 |
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M&PI Podcast #17: How brokers can bridge the gap and stay ahead in 2025, with Roz Cawood, Managing Director of Property Finance at Streambank
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Jun 23, 2025 |
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Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales
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Jun 18, 2025 |
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Podcast #126: From accumulation to decumulation – the growing importance of retirement income strategies with Brooks Macdonald’s Neil Cowell
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Jun 11, 2025 |
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Podcast #125: The "Three Is of Investable Capital" – HSBC Life’s Mark Lambert on how and why onshore bonds could unlock better client outcomes
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Jun 04, 2025 |
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I&P Podcast #13: Electronic wills and digital legacy planning with Adeus Life’s Nick Adams
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Jun 02, 2025 |
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Podcast #124: Paraplanners in the spotlight! Results from The Lang Cat’s 'State of The Advice Nation' report with Steve Nelson
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May 28, 2025 |
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M&P Podcast #16: Opportunities and Insights for Advisers, with Will Hale (Air) and Adrian Brewer (Access FS)
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May 26, 2025 |
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Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn's Amal Jolly and Rohit Vaish
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May 21, 2025 |
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Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin
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May 14, 2025 |
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Podcast #121: The friction and fixes for Letters of Authority, with Flag's Justine Pattullo and Criterion's Nick Green
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May 07, 2025 |
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Podcast #120: Rethinking advice - The behavioural finance advantage with Oxford Risk’s Dr. Greg B. Davies
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Apr 30, 2025 |
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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti's Bernadine Reese
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Apr 23, 2025 |
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Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza
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Apr 16, 2025 |
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I&P Podcast #12: How advisers can demonstrate true value in protection with Shelley Read of Royal London
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Apr 14, 2025 |
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Podcast #117: Where does ‘liberation’ leave the markets? With Ninety One’s Paul Vincent and Will Nott
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Apr 09, 2025 |
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M&P Podcast #15: Bridging the mortgage gap with Chris Blewitt, Darlington Building Society
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Apr 07, 2025 |
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Podcast #116: A Decade of Pension Freedoms - Success, Challenges, and the Future of Retirement Planning, with Ed Monk, Associate Director at Fidelity International
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Apr 02, 2025 |
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Podcast #115: The big market questions - Corrections, inflation, interest rates & AI disruptions with Downing's Simon Evan-Cook
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Mar 26, 2025 |