FTAdviser Podcast
380 episodes - English - Latest episode: 16 days ago -FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. 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.
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Episodes
Contingent charging is just another adviser bias
June 21, 2019 10:33 - 14 minutes - 13.4 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Simon Harrington, senior policy adviser at the Personal Investment Management & Financial Advice Association, and Alistair Cunningham, financial planning director at Wingate Financial Planning, discuss the impact of a possible contingent charging ban in the advice industry and how it won’t stop rogue advisers. Hosted on Acast. See acast.com/privacy for more information.
Mifid II rules are ‘rippling’ around the globe
June 14, 2019 08:42 - 16 minutes - 15.1 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Daniel Schlaepfer, president and chief executive of Canadian trading firm Select Vantage discusses the effects Mifid II is having on businesses around the globe and explains how he thinks it will impact regulation in countries such as the USA. Hosted on Acast. See acast.com/privacy for more information.
British Steel debacle 'is just starting'
June 07, 2019 08:53 - 14 minutes - 13 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Alastair Rush, principal at Echelon Wealthcare, who has been involved in helping steelworkers who were mis-sold in transferring out their pensions, spoke about how more cases will continue to surface. He was joined by Sir Steve Webb, former pensions minister and director of policy at Royal London, who also discussed the regulators role in the debacle, and the effect of th...
Senior managers regime is ‘seismic shift’ for advisers
May 31, 2019 13:49 - 13 minutes - 12 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Chris Davies, the founder of Model Office, spoke about the upcoming Senior Managers and Certification Regime, which comes into effect in December. He discussed how advisers are getting with preparing for the regime and why he thinks it will lead to a bigger change in the way adviser businesses are run than some people might think. Hosted on Acast. See acast.com/privacy ...
New syllabus aims to 'relaunch' certified planner status
May 24, 2019 12:16 - 15 minutes - 14.4 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, explains why the body has updated its certified financial planner syllabus and how this will help it reverse the decline in advisers holding this designation. She also discusses how the profession can benefit from large companies such as Lloyds returning to the advice mar...
Populism will 'continue to dominate' US markets
May 17, 2019 13:58 - 13 minutes - 12.6 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser discuss the outlook for the US including whether or not the Federal Reserve would become more hawkish, the US-China trade war and the impact of the 2020 presidential election. Hosted on Acast. See acast.com/privacy for more information.
Webb admits pension freedoms 'a work in progress'
May 10, 2019 13:20 - 18 minutes - 16.9 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Sir Steve Webb, former pensions minister and director of policy at Royal London, joins us along with Al Rush, principal at Echelon Wealthcare, to discuss the ups and downs of four years of pension freedoms and their side effects. Hosted on Acast. See acast.com/privacy for more information.
Advisers need to work on personalising their service
May 03, 2019 09:53 - 18 minutes - 17 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Chris Jones, proposition director at Dynamic Planner talks about how Mifid II will change the way advisers do business, whether it will push down charges and what advisers need to bear in mind on capacity for loss. Hosted on Acast. See acast.com/privacy for more information.
Advisers need to work on personalising their service
May 03, 2019 09:53 - 18 minutes - 17 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Chris Jones, proposition director at Dynamic Planner talks about how Mifid II will change the way advisers do business, whether it will push down charges and what advisers need to bear in mind on capacity for loss. See acast.com/privacy for privacy and opt-out information.
'No light at the end of the tunnel' for Waspi women
April 26, 2019 13:25 - 12 minutes - 11.4 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Tom Selby, senior analyst at AJ Bell, and Maria Espadinha, senior reporter at FTAdviser, talk about the possible solutions for women affected by the state pension age equalisation, a slowdown of life expectancy and its implications, and the expectations for the new Money and Pensions Service. Hosted on Acast. See acast.com/privacy for more information.
Nutmeg says advice service may lead to pressure on costs
April 18, 2019 11:42 - 12 minutes - 11.4 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Lisa Caplan, Nutmeg’s head of financial advice, talks about how the robo-adviser is rolling out its financial advice service, the challenges the company has faced, how this might evolve and what impact it may have on the wider advice market. Hosted on Acast. See acast.com/privacy for more information.
Stupnytska positive on Europe despite problems
April 12, 2019 12:34 - 21 minutes - 19.8 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser, discuss the outlook for the European economy, including Italy’s recession, the slowdown in Germany and where next for the European Central Bank. Hosted on Acast. See acast.com/privacy for more information.
Stopford explains effects of populism on investors
April 05, 2019 10:59 - 9 minutes - 9.16 MBThe FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Stopford, co-head of multi-asset at Investec Asset Management UK, talks about the effects of the growth of populism and how this might affect investors’ portfolios. He also discussed the “conflicting” messages that markets are sending investors about the direction of the global economy and where he thinks inflation is likely to go. Hosted on Acast. See acast.com/p...
Pace of consolidation will speed up
March 29, 2019 12:33 - 12 minutes - 11.5 MBFTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Porteous, group head of distribution at Charles Stanley, explains why he expects consolidation to continue and even speed up, and suggests that Brexit has kept a few plans on hold. Mr Porteous also discusses the pros and cons of moving to a vertically integrated structure. Finally, he reveals his plans for his new role at Charles Stanley. Hosted on Acast. See acast.co...
Why advisers cannot serve everybody
March 22, 2019 12:59 - 13 minutes - 12 MBFTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Justin King, chartered financial planner at MFP Wealth Management, discusses why savers should be allowed to withdraw a lump sum from pension pots without always seeking financial advice, and the role of advisers and providers in educating people about retirement. He also talked about why he was inspired to launch his own retirement podcast series to discuss issues from inve...
Why we can't rule out an emergency Budget
March 15, 2019 12:28 - 17 minutes - 16.4 MBFTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Tom Selby, senior analyst at AJ Bell, discusses the Chancellor's Spring Statement and why he thinks an emergency Budget remains a possibility. Mr Selby also revealed the pensions announcements he would like to have seen Philip Hammond make this week about social care and auto-enrolment. Finally, he predicts what might be on the pensions agenda should a Labour government be v...
Clients leave it too late to approach advisers at tax year end
March 08, 2019 12:56 - 15 minutes - 13.8 MBFTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Justin Scott, senior pensions consultant in Standard Life's technical team explains how advisers can help clients who approach them 'too late' about how to use their allowances as the tax year ends. Mr Scott discussed the tax advantages of pensions and what challenges higher earners faced. Finally, he explained what the 'pension tax equation' is and why it might be helpful. ...
Market too optimistic on outlook for trade war
March 01, 2019 11:23 - 9 minutes - 8.93 MBFTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. In this week's episode, host David Thorpe is joined by Karen Ward, chief market strategist for Emea at JPMorgan Asset Management. She explains why the US-China trade war and the Federal Reserve's stance led to the sharp sell-off in the fourth quarter of 2018. Ms Ward also discusses why she thinks the market has become a little too optimistic in the outlook for the trade war. Finally, she talks about the prospects for eme...
DFMs are starting to become homogeneous
February 22, 2019 12:09 - 20 minutes - 18.7 MBFTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. In this week's episode, host Damian Fantato is joined by Asset Allocator's Dave Baxter and Minesh Patel, managing director of EA Financial Solutions, to discuss discretionary fund managers. Mr Patel explained why he believes DFMs are starting to become homogeneous and why there needs to be more differentiation. Guests also answered the question, have we reached peak DFM? Hosted on Acast. See acast.com/privacy for more ...
Most UK workers not auto-enrolled are women
February 15, 2019 13:06 - 17 minutes - 15.8 MBFTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. This week, Kay Ingram, director of public policy at LEBC, joins us to discuss the gender pensions gap and why women make up the majority of UK workers not auto-enrolled into a pension. She also explains why the hike in probate fees could result in more unclaimed assets and why a ban on contingent charging is needed. Hosted on Acast. See acast.com/privacy for more information.
Brexit dividend for first-time buyers
February 08, 2019 10:51 - 12 minutes - 11.7 MBFTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. This week, Martin Stewart, director and independent mortgage adviser at London Money Group, joins us to discuss the nervousness around the return of the 100 per cent mortgage and the importance of face-to-face advice. Mr Stewart also explains why there is a 'Brexit dividend' for first-time buyers and how that could "turn very quickly" if there is a solution to Brexit. Hosted on Acast. See acast.com/privacy for more inf...
How employee ownership can work for advice firms
February 01, 2019 11:04 - 16 minutes - 15 MBFTAdviser Podcast is the weekly podcast brought to you by FTAdviser. This week, Chris Budd, founder and chairman of Ovation Finance, joins us to discuss industry issues including financial wellbeing, as he claims clients come to financial advisers specifically so they do not have to think about their money. Mr Budd also discusses succession planning and how employee ownership can work for the advice profession. Hosted on Acast. See acast.com/privacy for more information.
Pimfa members' clients asking how to prepare for Labour government
January 25, 2019 10:48 - 16 minutesFTAdviser Podcast is the weekly podcast brought to you by FTAdviser. This week, Liz Field, chief executive of Pimfa, joins us to discuss the week in news, including how advisers can prepare for Brexit and why her members' clients are asking, what are you doing in the event of a Labour government? Ms Field also talks about what advisers can do to prepare for SMCR. Hosted on Acast. See acast.com/privacy for more information.
FSCS boss sets out 2020 strategy
January 17, 2019 16:48 - 14 minutes - 13 MBFTAdviser Podcast is the weekly podcast brought to you by FTAdviser. This week, Mark Neale, chief executive of the FSCS, joins us to discuss the week in news, including what the strategy is for the organisation as he prepares to step down later this year. Mr Neale also explains why the FSCS has changed the way it calculates the compensation paid to British Steel pension scheme workers and how the financial advice industry could attract new talent. Hosted on Acast. See acast.com/privacy for ...
Mifid II rules are not helping clients
January 11, 2019 11:25 - 14 minutes - 13.1 MBFTAdviser Podcast is the weekly podcast series brought to you by FTAdviser. This week, Martin Bamford, chartered financial planner at Informed Choice, joins us to discuss the week in news, including Mifid II cost disclosure rules and why they are an "extra administrative burden". Mr Bamford also explains why pension transfers is likely to continue to be a big story in 2019 and the FCA's review of professional indemnity insurance. Hosted on Acast. See acast.com/privacy for more information.
Getting value for money for clients
November 06, 2018 11:24 - 17 minutes - 15.7 MBA 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. Hosted on Acast. See ac...
Longer life and the importance of income
October 22, 2018 13:27 - 14 minutes - 13.5 MBMany 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. Hosted on Acast. See acast.com/privacy for more information.
How can alternatives be used to diversify client portfolios?
October 09, 2018 09:08 - 15 minutes - 14.2 MBAn 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. Hosted on Acast. See acast.com/privacy for more information.
What are the drivers behind sustainable investing?
September 24, 2018 15:57 - 15 minutes - 14 MBShould 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. Hosted on Acast. See acast.com/privacy for more information.
How to generate income in multi-asset fundsUntitled Episode
September 17, 2018 13:57 - 19 minutes - 17.7 MBTo 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. Hosted on Acast. See acast.com/privacy for more information.