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IFA Talk

IFA Talk

Hosted by IFA Magazine

BusinessInvestingNewsInterviews guests
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Episodes

100

Latest episode

Aug 2026

Language

EN

About the show

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.

Listen to episodes

60 recent
August 12, 2026Episode 28516 min

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

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.

August 5, 2026Episode 28417 min

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

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.

July 29, 2026Episode 28317 min

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

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.

July 22, 2026Episode 28214 min

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

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!

July 20, 2026Episode 28125 min

M&PI Podcast #29: Building a stronger mortgage business, with The Wealthy Advisers Club's Terry Blackburn

In the latest special Mortgage & Property edition of IFA Talk, we explore what it takes to build a successful and sustainable mortgage advisory business, from attracting new clients and generating referrals to improving business performance and preparing for future growth. To discuss these important topics, hosts Meg and Sue are joined by Terry Blackburn, Founder and CEO of The Wealthy Advisers Club, the UK's leading community for financial advisers, mortgage brokers and protection specialists. Having worked with hundreds of adviser firms through coaching, mentoring and business development, Terry shares practical insights into the habits, systems and strategies that help the industry's top-performing businesses thrive. Highlights include: • The key characteristics that separate successful mortgage brokerages from the rest of the market • Practical strategies for attracting new clients, generating referrals and building long-term business growth • Why systems, processes and client experience are essential to creating a sustainable and profitable advice business • The opportunities and challenges shaping the future of mortgage advice, and how firms can position themselves for long-term success This episode provides valuable insight for mortgage brokers, advisers and industry professionals looking to strengthen their businesses, improve client outcomes and gain practical ideas for sustainable growth in an increasingly competitive market.

July 15, 2026Episode 28018 min

Podcast #180: Why bereavement support should start before a crisis, with Equilibrium’s Sam Patterson

In this week’s episode of IFA Talk, we discuss the topic of bereavement support and the ideal time for it to start. Joining us to do this is Sam Patterson, Head of Proposition at Equilibrium Financial Planning. Together we break down what bereavement support looks like, and why it should begin before a client or their family reaches a point of crisis. We also discuss the idea of dress rehearsals in bereavement support, outlining the sorts of questions which advisers should be answering to alleviate concerns in a sensitive manner. After that, Sam details some of the specific areas which advisers should cover, from income continuity to wills and responsibilities. Lastly, we ask Sam to explain how advisers can balance the technical side of financial planning with the human side, showing compassion and clarity which their bereaved clients will surely need.

July 13, 2026Episode 27914 min

TEI Podcast #16: The evolving role of VCTs in a changing tax landscape with AlbionVC’s Will Fraser-Allen

In this month’s special Tax-Efficient Investment (TEI) edition of IFA Talk, we’re discussing the role of Venture Capital Trusts (VCTs) in an everchanging tax landscape. Joining us to do this is Will Fraser-Allen, Managing Partner at AlbionVC. Together, we’re focusing on how the role of VCTs is evolving in response to changes in the UK tax landscape, along with the opportunities emerging across the UK's innovation economy. Will answers why focused capital is so important as we look to scale the next generation of successful businesses, along with the areas where he sees the biggest opportunities. He also breaks down the recent Budget changes to VCT tax relief and dividend taxation, answering what impact he expects the move to 20% relief to have on advisers and their clients, and why he believes the underlying VCT investment case still holds despite these changes. Meanwhile, with growing interest in deeptech startups, Will shares how AlbionVC is aligning with these trends, and the opportunities which they are seeing across the sector. Lastly, Will reveals where he sees VCTs fitting within a balanced portfolio in 2026, before outlining what advisers need to be looking for in a VCT manager.

July 8, 2026Episode 27821 min

Podcast #179: DIY investing, risk and building resilient portfolios, with Rohit Vaswani of Omnis

In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we explore the continued rise of DIY investing, what investors should look for beyond platform costs, and how advisers can help clients build resilient portfolios in an increasingly complex investment landscape. To discuss this further, Meg and Jenny are joined by Rohit Vaswani, Director of Investment & Client Solutions at Omnis. Drawing on nearly two decades of industry experience, Rohit shares his views on why professional financial advice remains invaluable despite the growth of low-cost investment platforms. Rohit also discusses the importance of understanding risk tolerance, constructing portfolios that can weather changing market conditions, and how technology is shaping the future of investing. For advisers, this episode offers valuable insight into investor behaviour, the role of platform selection beyond price alone, and practical approaches to helping clients stay focused on their long-term financial goals through periods of market uncertainty.

July 6, 2026Episode 27721 min

NI&P Podcast #25: What does AI mean for protection, inclusion and the future of insurance?

In this month's special New Insurance and Protection episode of IFA Talk, we explore how artificial intelligence is reshaping the insurance and protection landscape and ask whether it can help close the protection gap while improving access for underserved clients. To discuss this, Meg and Sue are joined by Jake Attfield, Head of Strategy at Fair4All Finance. Jake shares his insights on the opportunities and challenges AI presents for insurers. Together, they discuss whether AI risks reinforcing existing barriers through underwriting and product design, or whether it has the potential to deliver fairer, more inclusive protection solutions. Jake also explores the importance of governance and tackling algorithmic bias as insurers continue to invest in AI-driven technologies. The episode also looks at the role of alternative protection models, including pay-as-you-go cover, micro-insurance and parametric insurance, and considers how regulatory initiatives and the Government's Financial Inclusion Strategy could help drive greater innovation and inclusion across the market.

July 1, 2026Episode 27614 min

Podcast #178: Closing the investment confidence gap across generations, with NatWest’s Aroma Khan

In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, Matt Williams and Sue Whitbread explore the growing investment confidence gap across generations and what advisers can do to help bridge it. New research from NatWest reveals that the average Brit doesn’t make their first investment until the age of 34, despite younger generations showing increasing curiosity about investing. While Gen Z appears the most eager to engage, many still lack the confidence to take that crucial first step. Joining us on the podcast this week is Aroma Khan, Financial Planner at NatWest, who shares insights from the research and discusses what she believes the findings mean for advisers working across different client demographics. For advisers, this episode offers valuable insight into how attitudes towards investing differ by generation and where the profession has an opportunity to educate, guide and empower clients earlier in their financial journey.

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