Podcasts
IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Latest Podcast Episodes
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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
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This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years,…
More Podcast Episodes
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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been…
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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
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving…
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Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems’ Nicholas Ryan and David Mills
If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone.…
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Wealth DFM Talk Podcast #3 – Rethinking UK Equities and the benefits of yield with Franklin Templeton’s Jo Rands
In this month’s episode of Wealth DFM Talk, Sue and Matt are joined by Jo Rands, Portfolio Manager with the Franklin Templeton UK Equity team,…
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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an…
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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning…
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Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice
Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm.…
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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns…
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Podcast #137: The real AI opportunity? Better workplace culture! With Jenny Segal and Annabel Gillard
This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather…
Trending Articles
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£1 million jackpot win for two Premium Bonds holders from North East Scotland and Greater Manchester
Two Premium Bonds holders from North East Scotland and Greater Manchester have each won a £1 million jackpot in October’…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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more2life responds to FCA Discussion Paper 25/2 urging regulator to create the conditions for later life lending to deliver to its full potential
more2life, the later life lender, has issued its response to the FCA’s Mortgage Market Discussion Paper (DP25/2), welcom…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals…
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From conveyancing to freehold – the house buying jargon baffling Brits
Insights, Mortgage and Property
Buying a home can be daunting, especially for first-time buyers who are faced with complex terms and legal jargon. In fa…
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FE fundinfo launches MPS Universe to transform Managed Portfolio market for advisers
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacifi…
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Steve Webb: Over 100,000 people set to be thrown off the ‘Winter Fuel Payment Rollercoaster’ next year because of frozen £35,000 threshold
The increase in the state pension and other pensions next April will take more than 100,000 people over the £35,000 cut-…
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Developing your business growth engine | IFAM 142 | October 2025
Gearing up for growth Welcome to this latest edition of IFA Magazine. Our focus this month is all about business develop…
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7,860 firms deauthorised from the FCA register in 2025
New research from ISS Market Intelligence (ISS MI), the leading provider of data and insights to the global financial se…