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IFA Talk

IFA Magazine
Artificial Intelligence
Inheritance Tax
Venture Capital Trusts
Pensions
Financial Services
Inflation
Financial Advisors
Consumer Duty
Financial Advice
Retirement Planning
Targeted Support
Income Protection
Financial Planning
Market Uncertainty
Investment Opportunities
Investment Strategies
Investing
Business Relief
Regulation
Retirement Income Planning

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.

PublishesTwice weeklyEpisodes100Founded4 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

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 ... more

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 bigg... more

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 ... more

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-qua... more

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Recent Guests

Rory McLaren
Chief Technology Officer, Dynamic Planner
Dynamic Planner
Episode: Podcast #181: Getting AI right in financial advice, with Dynamic Planner’s Rory McLaren
Terry Blackburn
Founder and CEO of The Wealthy Advisers Club
The Wealthy Advisers Club
Episode: M&PI Podcast #29: Building a stronger mortgage business, with The Wealthy Advisers Club's Terry Blackburn
Rohit Vaswani
Director of investment and client solutions at Omnis Investments
Omnis Investments
Episode: Podcast #179: DIY investing, risk and building resilient portfolios, with Rohit Vaswani of Omnis
Jake Attfield
Head of Strategy at Fair4All Finance
Fair4All Finance
Episode: NI&P Podcast #25: What does AI mean for protection, inclusion and the future of insurance?
Aroma Khan
Financial planner at NatWest
NatWest
Episode: Podcast #178: Closing the investment confidence gap across generations, with NatWest’s Aroma Khan
Chris Ball
CEO of Hoxton Wealth
Hoxton Wealth
Episode: Podcast #177: The importance of succession planning, with Hoxton Wealth’s Chris Ball
John Netting
BareRock COO
BareRock
Episode: Podcast #176: What psychology teaches us about client trust, with BareRock's Babs Crane and John Netting
Babs Crane
Head of Behavioral Science and CXO
BareRock
Episode: Podcast #176: What psychology teaches us about client trust, with BareRock's Babs Crane and John Netting
Mark Gregory
Founder and CEO of the Equity Release Group
Equity Release Group
Episode: M&PI Podcast #28: The role of specialist networks in later life lending, with Equity Release Group's Mark Gregory

Hosts

Matt Williams
Host of IFA Talk, IFA Magazine's weekly podcast
Sue Whitbread
Editor and co-host on IFA Talk

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Podcast #182: What the Burnham government could mean for advisers, with AJ Bell’s Rachel Vahey
Q: How seriously should advisers take the ongoing speculation about pension tax-free cash and what reforms seem realistically possible?
Rachel Vahey explains that speculation has surged around budget time, but advisers should focus on what is actually feasible, such as targeted changes that can be implemented without causing widespread disruption, and prepare clients by emphasizing known rules and upcoming guidance rather than chasing rumors.
TEI Podcast #16: The evolving role of VCTs in a changing tax landscape with AlbionVC’s Will Fraser-Allen
Q: What should advisors look for in a VCT manager beyond the headline tax benefits?
Advisors should seek managers with specialist focus on IP-rich sectors, substantial resources to support portfolio companies (hiring, go-to-market, sales), and a track record of real, tax-efficient growth.
TEI Podcast #16: The evolving role of VCTs in a changing tax landscape with AlbionVC’s Will Fraser-Allen
Q: What opportunities do you see emerging in the UK innovation economy through government interventions like Innovate UK?
Government programs are targeting AI, quantum computing, and semiconductors, creating a favorable environment for deep-tech startups backed by VCTs, with collaborations between academia and industry fueling scalable, high-growth companies.
TEI Podcast #16: The evolving role of VCTs in a changing tax landscape with AlbionVC’s Will Fraser-Allen
Q: Why is the move to 20% upfront relief significant for advisors and their clients?
While the upfront relief is reduced, the investment thesis remains strong due to longer investment horizons, higher potential for value creation, and ongoing tax-free dividend options, making VCTs attractive as part of a long-term wealth plan.
Podcast #180: Why bereavement support should start before a crisis, with Equilibrium’s Sam Patterson
Q: How can advisers balance technical financial planning with the human skills of compassion and clear communication when dealing with bereavement?
Sam argues that technical and compassionate skills complement each other when delivered at the right times; use visuals and simple explanations to convey complex probate processes, while ensuring sensitivity and avoiding transactional interactions. The aim is to make complex information feel approachable and to keep the client feeling supported.

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Frequently Asked Questions About IFA Talk

What is IFA Talk about and what kind of topics does it cover?

A thoughtful, practitioner-focused show that centers on financial planning, investment management, and wealth solutions for advisers and their clients. Across episodes, the hosts explore how technology—especially AI and platforms—shapes advisory workflows, client conversations, and long-term planning, while balancing practical investing strategies with human-centered outcomes. Guests are typically senior professionals from asset managers, wealth platforms,保险 and protection providers, fintech innovators, and advisory firms, sharing actionable insights on retirement planning, tax-efficient investing, platform usability, and the evolving role of advisors in a data-driven environment. The show stands out for its emphasis on real-world implement... more

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These podcasts share a similar audience with IFA Talk:

1. AJ Bell Money & Markets
2. Investors' Chronicle
3. Which?
4. The Money To The Masses Podcast
5. The Personal Investor

How many episodes of IFA Talk are there?

IFA Talk launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on IFA Talk?

Recent guests on IFA Talk include:

1. Rory McLaren
2. Terry Blackburn
3. Rohit Vaswani
4. Jake Attfield
5. Aroma Khan
6. Chris Ball
7. John Netting
8. Babs Crane

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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