
FTAdviser Podcast
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.
Latest episodes

Mar 31, 2023 • 33min
The Consumer Duty Alliance and what it means for advisers
Amy Austin, news editor at FTAdviser speaks to Keith Richards, CEO of the Consumer Duty Alliance, Ian McKenna, chair of the CDA Tech Forum and Russell Facer, early Affiliate of the Alliance about how the new body will help advisers. Hosted on Acast. See acast.com/privacy for more information.

Mar 27, 2023 • 24min
Tax planning after Spring Budget
Earlier this month chancellor Jeremy Hunt unveiled his Spring Budget, containing a number of tax measures particularly in the pension space. In this episode of the FTAdviser In Focus podcast Nimesh Shah, CEO of Blick Rothenberg and Richard Stanley, partner at UHY Hacker Young, discuss what the statement will mean for advisers' tax planning. Hosted on Acast. See acast.com/privacy for more information.

Mar 24, 2023 • 27min
Outlook and opportunities for fixed income investors
This edition of the FTAdviser podcast examines the outlook and opportunities for investors in fixed income markets.Joining FTAdviser investment editor David Thorpe are Torcail Stewart, Strategic Bond fund manager at Baillie Gifford; Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, and Tom Beckett, from the chief investment officer’s office at Canaccord Genuity. Hosted on Acast. See acast.com/privacy for more information.

Mar 22, 2023 • 22min
When is the right time to invest in private assets?
It is becoming increasingly easier for retail investors to access private assets as a result of evolving technology and regulation. So what do advisers need to understand about private assets investing? On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Simon Doherty, head of MPS at Quilter Cheviot and Tim Boole, head of product management at Schroders to talk about the role private assets play in a portfolio and the type of investor they are suitable for.The FTAdviser podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Mar 17, 2023 • 22min
Budget pension shocks means 'admin headache' for IFAs
Chancellor Jeremy Hunt has given advisers an 'admin headache' by pulling a few pension surprises out of his hat in the 2023 Budget, guests tell FTAdviser news editor Amy Austin. On this latest podcast, Claire Trott, divisional director for retirement and holistic planning for St James's Place, and Tim Morris, IFA with Russell & Co, talk through the latest Budget changes and what these mean for financial advisers. Hosted on Acast. See acast.com/privacy for more information.

Mar 12, 2023 • 31min
'Govt must continue VCT and EIS work'
In this episode of the FTAdviser In Focus podcast we look at the role of VCTs and EISs in today's retail investment landscape. The government has previously announced, though not yet confirmed, an extension to the tax rules governing the investments. Honouring that pledge is vital, according to our guests Sarah Barber, Kerry Baldwin and Jack Rose. Hosted on Acast. See acast.com/privacy for more information.

Mar 8, 2023 • 22min
Risk and reward: Closing the wealth gap
This latest podcast by FTAdviser, in recognition of International Women's Day, aims to consider the way that women perceive investment risk and reward, and whether the traditional language employed and methods used by advisers and wealth managers works for women or whether there are some adaptations needed. On this podcast, hosted by editor Simoney Kyriakou, guests Louis Williams, head of psychology and behavioural insights at Dynamic Planner, and Sarah Ruggins, head of multi-asset research at St. James’s Place, provided an overview of the dichotomy that has been created over recent decades - namely that women are more financially independent than ever, but less financially resilient. Hosted on Acast. See acast.com/privacy for more information.

Mar 3, 2023 • 29min
Investors should get ready for a post-recession bull run
After a year of volatility, rising inflation and predictions of recessions, many investors are starting to feel more optimistic as inflation slows down. But what does this mean for investors?This week FTAdviser reporter Sally Hickey is joined by Ed Smith, co-chief investment officer at Rathbones, and Richard Clode, portfolio manager at Janus Henderson, to discuss the outlook.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Feb 24, 2023 • 22min
What IFAs can expect from FCA’s retirement advice review
Last month the Financial Conduct Authority announced it would be carrying out a thematic review into retirement income advice.The regulator said that, given the wider range of retirement options available, it is "vital" consumers get good advice at the point they first access their pension savings and on an ongoing basis.So what should advisers expect from this review? FTAdviser news editor Amy Austin talks to Toby Bentley, a financial adviser at Lathe & Co, and Tom McPhail, director of public affairs at the Lang Cat, to find out.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Feb 20, 2023 • 34min
From sports pro to financial adviser
This FTAdviser In Focus podcast discusses the career change from sports to financial advice. Sports careers typically take off early in life and don’t last a full working life, so it makes sense that sports stars are having to look for second careers. But why advice? What skills do they bring to the table and how can the industry attract more of them? We speak to ex footballer Tommie Hoban and rugby players Dave Lewis and Will Harries. Hosted on Acast. See acast.com/privacy for more information.