Episódios
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Nick drops in to talk about the platform sector, technology, Soderberg and doing things differently and about the new Platform Association
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7IM's Ben Kumar talks with me about geopolitics, investment risk management, regulatory change and lots more
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The Government has BIG PLANS for pensions, after the Chancellor's Mansion House speech we got to see a clearer picture of where they want to take us. Redington's brilliant Russell Wright joins me to reflect on the Value for Money framework and how it intersects with this next round of consultations...
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Alex Funk of Portfoliometrix and I discuss the world of DFMs and MPS, and the implications of the Budget and the US Trumpquake
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Nathan Long of HL joins me for a rich feast of pension news: party conferences, the Value for Money framework, the government pensions review, the latest FCA data and a look ahead to the Budget.
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Ryan Murphy of Morningstar talks through with me behavioural theory and some of the practical insights that can lead to better investing outcomes
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...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands
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The excellent Nathan Long of Hargreaves Lansdown talks through with me the Government's pension review, retirement adequacy and its complexities, financial resilience and the work they've done tracking it and we finish with a look ahead to the Budget on 30th October.
HL Savings and Resilience Barometer | July 2024 | HL
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The 2024 Advice Gap report is the definitive guide to the advice market, the dynamics of the sector and the impact of the FCA's Consumer Duty. Co-author and colleague Mike Barrett is here to explain all. You can download a copy of the report here The Advice Gap 2024 - The Lang Cat
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Michael Johnson sets out a radical and thought-provoking vision for reform of the UK's state, workplace and individual pensions, with a view to simplicity and long-term sustainability. Pensions: a vision for the future - Social Market Foundation. (smf.co.uk)
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Rachel Vahey of AJ Bell talks with me about the Triple Lock, the LTA, Pension Freedoms and the advice/guidance boundary review
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FT Adviser editor Simoney Kyriakou and the future for financial advice firms
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Tom Selby and I unpick the political, fiscal and personal finance fun and games of the Budget
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