IFA Talk

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.

IFA Talk is a business podcast hosted by IFA Magazine, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

IFA Magazine hosts IFA Talk, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #286

  NI&P Podcast #26: The value of protection advice, with L&G’s Vikki Jefferies

  Aug 17, 202619 min

  In this month's special New Insurance & Protection episode of IFA Talk , we explore the value of protection advice and why it should sit at the heart of holistic financial planning. To discuss this, Matt and Jenny are joined by Vikki Jefferies, Market Development Director at Legal & General . Vikki shares her insights into the importance of protection advice, the challenges around the protection customer knowledge gap, and how advisers can help clients better understand the value of protection. The episode also explores the wider value protection can provide beyond simply paying claims, with Vikki sharing some of the stories recognised through the British Quality Awards and the impact advisers can have on their clients’ lives. Lastly, we turn our attention to discuss why protection should be viewed as a core part of holistic financial planning, while offering key takeaways for advisers looking to have more meaningful protection conversations with their clients.

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  Episode #285

  Podcast #184: Why great financial advice starts with planning, with Five Wealth’s Steve Jordan

  Aug 12, 202616 min

  In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, Steve Jordan, co-founder and director of Five Wealth, joins us to discuss professional financial advice and the importance of proper planning. Together, we look at what really makes professional financial advice so valuable to the client. It’s about so much more than investment performance. The real difference comes from understanding your clients, building trusted, long-term relationships with them and helping them plan for the future with peace of mind. Steve shares the key lessons from building and scaling a financial advice business, all while maintaining the focus on genuine client relationships. He also outlines how the roles of wealth managers and financial advisers have evolved, noting what clients increasingly value from getting professional advice, beyond investment performance. After that, Steve reveals how Five Wealth have approached scaling their business while keeping the client experience at the heart of it all. Then finally, Steve looks ahead to pinpoint some of the key opportunities and challenges which independent advisers are likely to face over the next decade.

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  Episode #284

  Podcast #183: Are you ready for the Great Wealth Transfer? With Financial Solutions Simon Hemley

  Aug 5, 202617 min

  The Great Wealth Transfer is already underway, with trillions of pounds expected to pass from baby boomers to younger generations over the coming decades. But what does this mean for financial advisers, and is the profession ready for one of the biggest shifts in wealth the UK has ever seen? In this week’s episode of IFA Talk , Meg Bratley and Sue are joined by Simon Hemley, Non-Executive Director and Board Adviser at Financial Solutions. Together, they explore how the advice profession can prepare for changing client demographics, whether younger investors are at risk of turning to finfluencers instead of regulated advice, and what advisers need to do to remain relevant in the years ahead. The discussion also looks at the continued wave of consolidation across the advice market, asking whether bigger really is better for advisers and clients, or whether independent firms still have an important role to play.

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  Episode #283

  Podcast #182: What the Burnham government could mean for advisers, with AJ Bell’s Rachel Vahey

  Jul 29, 202618 min

  In this week’s episode of IFA Talk, the weekly podcast brought to you by IFA Magazine, we unpack what a Burnham Government might mean for advisers. Joining us to share her insights is Rachel Vahey, Head of Public Policy at AJ Bell. Rachel discusses renewed speculation surrounding pension tax-free cash, outlining how seriously advisers should be taking the speculation. She also makes suggestions for some realistic reforms, should changes come to fruition. After that, we move on to inheritance tax (IHT), after the previous government had already set things in motion to bring unused pension funds into IHT from next April. With suggestions the new administration could look again at exactly how that's implemented, Rachel reveals what she believes a Burnham government is most likely to do regarding pensions and IHT, and how advisers should be preparing clients while there's still so much uncertainty. Finally, we dive into the topic of ISAs, which have been another area of discussion among several governments. Rachel outlines the changes which the government have already put in place, highlighting the biggest differences for advisers and their clients, before speculating on whether there’s a chance that these changes could be reversed down the line.

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  Episode #282

  Podcast #181: Getting AI right in financial advice, with Dynamic Planner’s Rory McLaren

  Jul 22, 202615 min

  In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we’re unpacking the topic of AI in advice and the importance of clean data. With the help of Rory McLaren, Chief Technology Officer at Dynamic Planner, we explore why high-quality data is the biggest challenge for firms and the foundation of effective AI. Rory reveals why it’s impossible to unlock AI’s true potential without getting the foundations right. There's a temptation to add AI to every process, but that’s not always the right approach. Rory details how firms should decide where AI genuinely adds value, and where traditional technology or human expertise remains the better option. Then, we discuss the ‘first principles’ approach to redesigning the advice journey, before Rory gets his crystal ball out to predict where he expects AI will make the biggest long-term difference when built from the ground up. Be sure to check out this episode and all other episodes of IFA Talk on Spotify , Apple Podcasts , and Amazon !

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