

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 20, 2020 • 19min
Coronavirus: Financial planning norms 'out the window'
This week many advisers - and the journalists at FTAdviser - started working from home as Covid-19 spread across the globe. But working patterns weren't the only thing affected. Markets were sent tumbling, prompting unprecedented action by the Bank of England and HM Treasury. Imogen Tew, investment reporter at FTAdviser, looks into how advisers have been affected by this with Mike Barrett of the Lang Cat consultancy firm and Steve Kenny of Square Mile Investment Consulting & Research. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Mar 13, 2020 • 19min
Budget 2020
This week chancellor Rishi Sunak delivered his first Budget - the first since Brexit and the first since 2018. It took place against a background of market turmoil, oil price wars and the spread of the coronavirus. So what can advisers take away from this year's Budget? Damian Fantato, digital editor of FTAdviser, tries to find out with Fiona Tait, technical director of Intelligent Pensions, and Quentin Holland, a partner at advice firm The Private Office. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Mar 6, 2020 • 31min
Investing in the age of Trump
Despite persistent client fears about valuations, the US equity market has hit numerous record highs, driven largely by technology stocks. In the latest episode of the FTAdviser Podcast, investment reporter David Thorpe is joined by Julian Cook and Eric Papesh, US equity managers at T Rowe Price, and Nathan Sweeney, multi-asset manager at Architas, to discuss the long-term drivers of returns in the US market.This edition of the FTAdviser Podcast is sponsored by T Rowe Price and listeners of this week's episode can claim 30 minutes of CPD by completing the multiple choice quiz on FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

Feb 28, 2020 • 26min
'Focus on positives' to close the gender pension gap
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues. With reports estimating that 60 per cent of the nation's wealth will be in the hands of women by 2025, coupled by ongoing issues over gender-related pensions and savings gaps, how can financial advisers meet these challenges to help secure a better financial future for female clients? Speaking with Financial Adviser editor Simoney Kyriakou on this podcast is Emma Hughes, communications director for the Personal Finance Society and the Chartered Insurance Institute; Emma Morgan, portfolio manager for Morningstar; and Helen Morrissey, pensions specialist for Royal London. Hosted on Acast. See acast.com/privacy for more information.

Feb 21, 2020 • 19min
How to invest in the UK in uncertain times
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser will be joined by guests from the industry to discuss the week in news and pressing industry issues. Although sentiment has turned more positive towards UK equities since the general election, a combination of high dividend yields and still low valuations compared to many other markets means there is plenty more room for UK equities to rise. In this week's episode investment reporter David Thorpe talks to Mike Bell, global market strategist at JP Morgan Asset Management, and Job Curtis, who runs the £1.8bn City of London investment trust, to discuss where opportunities can be found in the UK market. Hosted on Acast. See acast.com/privacy for more information.

Feb 14, 2020 • 19min
Effect of pension freedoms not yet known
The 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 Krupesh Kotecha, financial planner at Balance Wealth Planning, discuss what impact pension freedoms have had on the industry and consumers five years on, as well as how advisers have benefited from this rule change.Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues.To listen to the full podcast, click on the link above.FTAdviser podcasts are available on Acast and are also now available to download on iTunes. Hosted on Acast. See acast.com/privacy for more information.

Feb 7, 2020 • 23min
How advice can help financial wellbeing
Awareness around financial wellbeing has steadily increased over the past few years, and the effect of poor financial health on a person’s overall wellbeing has been well documented.But how can advisers improve their client's financial wellbeing? And what has driven the increased popularity of the concept among advisers over the past few years?The latest FTAdviser podcast sees Chris Budd, founder and chairman at the Initiative for Financial Wellbeing, and Tracy Crookes, an adviser at Quilter Private Client Advisers discuss the possibilities.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Jan 31, 2020 • 19min
The future of advice fees
The cost of advice has been a much-discussed topic for a number of years — from the pros and cons of percentage charging to the fee pressures facing advisers.We've also seen some big names enter the industry at a time when the City-watchdog has set its beady eyes on making sure financial services are value for money.The latest FTAdviser podcast sees Alistair Fullerton, director and financial adviser at Lathe and Co Wealth Advisers, and Simon Bussy, director of wealth at consultancy firm Altus discuss the possibilities.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Jan 24, 2020 • 21min
Consolidators to dominate the platform market
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.In this week's episode, Ben Hammond, platform director at Altus, and Mark Till, managing director for digital solutions at Aegon, discuss the future of the platform industry, as many players struggle for profitability and inflows become harder to attract.Each week, FTAdviser will be joined by a guest from the industry to discuss the week in news and pressing industry issues.FTAdviser's podcasts are available on Acast and are also now available to download on iTunes. Hosted on Acast. See acast.com/privacy for more information.

Jan 17, 2020 • 20min
What do the Conservatives have planned for pensions?
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Steven Cameron, pensions director at Aegon, and John Hill, a chartered financial planner at Saunderson House, discuss what the Conservative government has in store for pensions over the coming year – from changes to auto-enrolment thresholds and tax relief, to the possibility of scrapping the tapered annual allowance.Each week, FTAdviser will be joined by a guest from the industry to discuss the week in news and pressing industry issues.FTAdviser's podcasts are available on Acast and are also now available to download on iTunes. Hosted on Acast. See acast.com/privacy for more information.