

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

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.

Feb 17, 2023 • 24min
Investment case for FAANG stocks needs to be reconsidered
The past year has been a difficult one for tech stocks, and that includes the biggest tech stocks of all: the so-called FAANGs (Facebook, Amazon, Apple, Netflix and Google).This week FTAdviser's David Thorpe is joined by Mark Hatwin, who runs the Gam Star Disruptive Growth fund, Richard Saldanha, who runs the Aviva Investors Global Equity Income fund, and David Coombs, head of multi-asset at Rathbones, to find out what the outlook is for tech stocks.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 13, 2023 • 26min
What does the next generation of advisers expect from the profession?
In this episode of the FTAdviser In Focus podcast we discuss what the next generation of advisers expects from a career in financial advice, how were they introduced to advice, and what they look for in an employer. Adviser trainees Lauren Turner, Ben Mitson and Carl Naudo share their ideas. Hosted on Acast. See acast.com/privacy for more information.

Feb 10, 2023 • 34min
What will simplified advice mean for the profession?
The FCA has set out proposals for simplified advice to make it cheaper and easier for firms to advise consumers about certain mainstream investments within stocks and shares Isas.But will these proposals work, and which firms are likely to offer simplified advice?This week FTAdviser news editor Amy Austin is joined by Prakash Chandramohan, strategic policy director at Tisa, Heather Hopkins, managing director of NextWealth, and Chet Velani, managing director of EV, to find out.They discuss whether simplified advice will simply allow banks to push their Isa products, whether it is worthwhile for advisers to consider offering simplified advice, and what an adviser would have to do to make a success of it.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 3, 2023 • 22min
What will the Edinburgh reforms mean for advisers?
In December, the chancellor Jeremy Hunt took a trip to Scotland and announced plans to cut or change swathes of financial services regulation as part of the so-called "Edinburgh reforms".He put forward a list of 30 reforms - including some of the rules created after the 2008 financial crisis such as the senior managers regime and ring fencing - in a move Hunt said would allow the UK to "seize its Brexit freedoms".So what will these reforms mean for financial advisers? This week FTAdviser deputy editor Damian Fantato is joined by Simon Harrington, head of public affairs at adviser trade body Pimfa, and Ben Blackett-Ord, executive chair of Bovill, to find out.They discuss how the senior managers regime might be reforms, what Priips ought to be replaced with and what changes to the FCA's remit might mean in practice.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.

Jan 27, 2023 • 25min
What is likely to drive equity returns in 2023?
Most equity markets enjoyed a torrid 2022 but there are now signed inflation is peaking and most of the bad news may well be priced in. So what could 2023 have in store?This week FTAdviser's David Thorpe is joined by Alex Illingworth, who runs the Artemis Global Select fund, Wayne Berry, investment director at RBC Brewin Dolphin, and Stephen Anness, head of global equities at Invesco, to find out.They discuss what investors can learn from the turbulence on 2022, how to achieve diversification in the current climate, and the prospects for UK equities.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.