• Social Network Founder - Social Media Sales Strategist - International Speaker


IFA Life (now LifeTalk) was the world's first social networking site for Financial Planners, IFAs, Mortgage Professionals, Life Planners and Wealth Managers. Founded by Philip Calvert in 2004, IFA Life was a ground-breaking new way for financial advisers to network, share best practice and to exchange business development ideas. In short, LifeTalk provides help and support services for IFAs and Financial Planners in a place where they can expand their knowledge base within a trusted community of peers. And it's free to join. Follow this page for our insights into Marketing, Technology, Social Media and the latest in digital developments in Financial Services. If you would like to contribute to this page, please contact us at for further information. To follow Philip Calvert’s Social Media insights page, please visit



Posts: 167
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MiFID II reporting and the 10 per cent rule

Navigating investment markets is tricky, and this is particularly true of the eerily quiet markets of today. Whilst markets may appear...

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The clock is ticking for Non-Standard assets

Has the FCA called time on some SIPP investments?

SIPPs used to be a giant smorgasbord of investment opportunity.  A product that put...

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Plum Software complete integration with CashCalc

Integration that makes perfect sense.

We are delighted to announce the recent integration initiative between Plum Software and CashCalc,...

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