FTAdviser Podcast

As advisers get used to working from home, the latest socially-distanced edition of the FTAdviser Podcast looks at how this could affect the service they offer and how advisers can turn it into a positive by working on their business rather than just in it. Damian Fantato, digital editor of FTAdviser, discusses video calls, paperless processes and where this will lead with Adam Owen, president of the Personal Finance Society and director of NextGen Planners, and Alasdair Walker, a chartered financial planner at Handford Aitkenhead & Walker. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. The next episode will be released on April 17, 2020 - after the Easter break.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Fiona Frobisher, head of policy at The Pensions Regulator, discusses the new defined benefit pension transfer template, and what the further changes to this space can be expected.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

A combination of factors has been bringing down fees and charges in the investment management industry, meaning advisers' clients should be getting better value for money. So what represents good value when it comes to helping clients build an investment portfolio? Nick Watson, a portfolio manager on the UK-based multi-asset team at Janus Henderson, and Rory Maguire, managing director of Fundhouse, join FTAdviser to discuss what value for money looks like to clients.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

Many people retiring now can expect to live another 20, 30 or even 40 years. How can those approaching retirement ensure they do not run out of money if they live longer than expected? Nick Watson, a portfolio manager on the UK-based multi-asset team at Janus Henderson, and Ryan Hughes, head of active portfolios at AJ Bell, join FTAdviser to discuss the importance of income in retirement.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

An allocation to alternatives is now considered a core part of investment portfolios. James de Bunsen, portfolio manager in Janus Henderson's UK-based multi-asset team, and Mike Coop, head of multi-asset portfolio management at Morningstar Investment Management, talk to FTAdviser about alternative investments.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

Should all investors be taking environmental, social and governance factors into consideration when choosing funds for their portfolios? Dean Cheeseman, portfolio manager in Janus Henderson's UK-based multi-asset team, and Adrian Lowcock, head of personal investing at Willis Owen, join FTAdviser to talk about sustainable investing drivers.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

To generate income, multi-asset fund managers are increasingly using greater blends of asset classes, including infrastructure and property, experts have stated.Dean Cheeseman, portfolio manager in Janus Henderson's UK-based multi-asset team, and Darius McDermott, managing director for Chelsea Financial Services, spoke with FTAdviser about the sort of strategies being used to generate income.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

Join us this week as Jenny Davidson, Scottish Widows’ intermediary wealth director, and Holly Mackay, founder and chief executive of Boring Money, discuss the persistent issue of the gender retirement gap and how the industry can continue to tackle it; how simplified advice might help; and what advisers can do to boost client confidence and engagement, with deputy features editor Ima Jackson-Obot. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

Is UK financial regulation about to get tougher and faster? In this special edition of FT Adviser Briefing, Amy Austin speaks with Kate Blatchford-Hick, head of consumer investments policy and market analysis at the Financial Conduct Authority about its push to make regulation “faster, sharper and harder to evade”, and what that means for firms, advisers and consumers.As the regulator faces pressure to support economic growth while maintaining oversight, we explore how the FCA is navigating that balance and where it may draw the line. Kate explains the FCA's announcement about ditching the annual review requirement for ongoing advice, turning attention to the trail commission, what advisers and firms should expect from the upcoming changes and how tougher enforcement could reshape the market.00:00 - Welcome to FT Adviser Briefing00:39 - FCA's thinking on simplifying adviser advice03:35 - How will targeted support and simplified advice work alongside one another?04:45 - What products will simplified advice be most useful for?07:10 - How affordable will this be for advisers?10:54 - How the FCA will police the reforms14:08 - Trail commissionThe FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

FT Adviser senior investment editor David Thorpe chats with Nick Kirrage, global equity manager at Brown Advisory, Hugh Gimber, market strategist at JP Morgan Asset Management and Paul O'Neill, chief investment officer at Bentley Reid, about the outlook for US equities after a period of underperformance for the asset class.The panel discussed diversification, the significance of the dollar on equity returns and the implications of AI stocks on the wider market.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In January 2026, the FCA announced the launch of the Mills Review. This is a major consultation examining how advanced AI will reshape retail financial services by 2030 and beyond. But what are the dangers if people get it wrong when it comes to making financial decisions? Joining FT Adviser editor Simoney Kyriakou on this episode of Margin Notes is Greg Davies. He is head of behavioural finance at Oxford Risk, and author of Behavioural Investment Management. This podcast will qualify for 40 minutes CPD and you should be able to explain what the Mills Review aims to do, outline various areas where UK financial services needs to embrace AI, and list some of the potential dangers for financial services providers if they get AI wrong. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast senior investment editor David Thorpe chats with Gerard Lyons, chief economic strategist at Netwealth, Charlie Lloyd, head of investments at Shackleton, and Premier Miton fund manager Gervais Williams, about the outlook for the UK economy and stock market in light of a revised interest rate cycle.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser podcast senior reporter Tara O'Connor speaks to workplace culture expert Jenny Segal and Parmenion’s chief customer officer Sarah Lyons about persistent issues with female representation in financial services, why these are hard to shift, and why existing data should not be ignored.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

The Treasury published a consultation earlier this month looking to make a number of changes to the AR regime to tighten it up.This included bringing ARs under the Financial Ombudsman Service’s remit for complaints as well as making principal firms hold a special FCA permission in order to appoint an AR.FT Adviser's Amy Austin speaks to Simon Morris, a financial services partner with CMS, and David Mills, financial adviser and founder & chair of Pilot, about whether the changes will have a large effect and what advisers can expect.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this CPD-qualifying podcast, Roy McLoughlin, member of the Protection Distributors Group, speaks with editor Simoney Kyriakou ahead of Business Protection Focus Week to discuss what to expect from next week’s many initiatives, what to make of the FCA’s latest work in the protection space and what protection could look like in a world of targeted support.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast chief reporter Tara O'Connor chats to Oliver Bedford, lead manager on the Hargreave Hale VCT, and Diana French, chief commercial officer of retail distribution at Triple Point, about the impact the chancellor's cuts to VCT income tax relief will have on the industry and clients' financial planning.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

With National Apprenticeship Week fast approaching, multimedia editor Carmen Reichman chats to Sally Plant, relationship director at LIBF, about how apprenticeships can work for advice businesses, how they differ from more traditional routes into advice and why, despite their many benefits, they are not suitable for everyone.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

The Advice Guidance Boundary Review is a response to a growing concern that most consumers in the UK are not getting the financial help they need, but whether or not there is demand for simplified advice in particular is still unclear.On this episode of the FT Adviser podcast deputy news editor Sonia Rach speaks to Clive Gordon, consumer investments practice lead at Sicsic Advisory and Edward Grant, director at the Personal Finance Society, on where the industry is at and what is needed for simplified advice to work.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser podcast news editor Amy Austin chats with Seán Standerwick, director at MLP Wealth, and Toby Bentley, director at Bentley Wealth Partners, about their expectations for the year ahead and how culture in advice businesses has already shifted.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

When it comes to bereavement, how well equipped are we personally to manage our own grief, let alone truly comfort those who are bereaved? And what happens to companies when they fail to deliver the right support and show empathy to clients who call up at their darkest hour? On this episode of the Margin Notes podcast, which qualifies for CPD, Simoney Kyriakou editor of FT Adviser, speaks with Clare Dodd, UK general manager for Empathy, a company which launched in the UK last year to help support companies and clients when it comes to bereavement. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.