

FTAdviser Podcast
FTAdviser
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.
Episodes
Mentioned books

May 30, 2025 • 18min
Have mortgage rates bottomed out?
In this episode of the FT Adviser podcast senior reporter Tom Dunstan speaks with St James’s Place head of economic research, Hetal Mehta, and Ash Ridge independent mortgage and equity release adviser, Jane King, about the latest developments in the mortgage market and their expectations on future interest rates. Hosted on Acast. See acast.com/privacy for more information.

May 19, 2025 • 32min
The impact of Trump's policies on asset allocations
FT Adviser's multimedia editor Carmen Reichman speaks to David Jane, fund manager at Premier Miton, and Will McIntosh-Whyte, fund manager at Rathbones, about what Trump’s economic policies mean for equities and bonds, how they have adapted their investment strategies and why emerging markets might be the unexpected winners from the turmoil. Hosted on Acast. See acast.com/privacy for more information.

May 16, 2025 • 21min
Finding value in fixed income
The income yield available on fixed income assets is likely to be the main driver of returns this year as bond yields won’t fall much further - that was the verdict of the guests on the latest FT Adviser podcast. David Thorpe, senior investment editor at FT Adviser, discusses the outlook for fixed income portfolios in the year ahead with Damien Hill, strategic bond fund manager at BNY Melon Investments, and Sotirios Nakos, multi-asset investor at Aviva Investors. Hosted on Acast. See acast.com/privacy for more information.

May 9, 2025 • 24min
How to help clients understand the meaning of money in their lives
Financial advisers are well aware of risk aversion or a tendency to double down. But there is a fast-growing branch of financial therapy that leans more towards psychotherapy - or talk therapy - than to the theoretical awareness of behavioural psychology. On this weeks' editor's podcast, Vicky Reynal, an author and financial psychotherapist, talks about her work with individual clients and why she teamed up with financial intelligence app Marygold to help people understand their attitudes to money and overcome unhelpful behaviours. Hosted on Acast. See acast.com/privacy for more information.

May 2, 2025 • 23min
US equities far from cheap despite market falls
US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast.Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations. Hosted on Acast. See acast.com/privacy for more information.

Apr 24, 2025 • 30min
When workplace culture goes wrong
There are a number of reasons why workplace culture can fail in advice businesses, but the causes are often rooted in leadership and the way people rise through the ranks.On this episode of the FT Adviser Better Business podcast multimedia editor Carmen Reichman speaks to workplace culture expert Jenny Segal and behavioural economist Mark Pittaccio about the fundamentals of good workplace culture in advice firms. Hosted on Acast. See acast.com/privacy for more information.

Apr 22, 2025 • 28min
Client segmentation key to preparing for next Budget
Carmen Reichman, multi-media editor at FT Adviser, is joined by Claire Trott, divisional director of retirement and holistic planning at St James’s Place, and Shaun Moore, tax and financial planning expert at Quilter, to discuss the changes the chancellor might make in the next Budget, the changes advisers would like to see, and how advisers can prepare their clients for the next fiscal event in these turbulent times. Hosted on Acast. See acast.com/privacy for more information.

Apr 11, 2025 • 25min
How to help your farming clients navigate the 'tractor tax'
In 2024, Britain’s faming communities marched to Westminster in protest against changes in the Autumn Budget to agricultural relief, which has been dubbed the 'family farm tax' or the 'tractor tax'.In a bid to bring more tax into the nation's coffers, chancellor Rachel Reeves’ cut to APR will mean that from April 2026, a tax of 20 per cent will apply to agricultural assets over £1mn. Campaigners say this risks ringing the death knell for local farmers and the small businesses who rely on them. So, how can financial advisers help all those affected when it comes to tax planning? Joining FT Adviser editor Simoney Kyriakou is Tom Bradshaw, president of the National Farmers' Union and an arable farmer himself. Hosted on Acast. See acast.com/privacy for more information.

Apr 4, 2025 • 24min
How to think about UK equities right now
In this episode of the FT Adviser podcast we examine the outlook for UK equities, an unloved asset class in recent times, but one where the tide of sentiment may be about to turn as investors become concerned about the prospects for the US economy and markets.Joining the discussion, chaired by FT Adviser's David Thorpe, were Richard Penny, UK equity fund manager at Oberon, Ian Rees, head of the multi-manager team at Premier Miton, and Adrian Gosden, UK equity income fund manager at Jupiter. Hosted on Acast. See acast.com/privacy for more information.

Mar 28, 2025 • 25min
What is on the horizon after the Spring Statement?
FT Adviser's Alina Khan is joined by Rachel Vahey, head of public policy at AJ Bell, Charlie Barnes, head of employment legal services at RSM UK, and Stephanie Court, private client tax director at RSM UK, who discussed the recent Spring Statement, the lack of tax announcements this time round and the anticipated potential tax rises in the autumn Budget. Hosted on Acast. See acast.com/privacy for more information.