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
Aug 8, 2019 • 18min
Insistent clients pose ‘real challenge’ for advisers
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Ian Browne, retirement expert at Old Mutual Wealth, and Paul Stocks, financial services director at Dobson & Hodge, discuss how advisers should deal with insistent clients, and the subjectivity that comes when analysing the cases of these consumers. Hosted on Acast. See acast.com/privacy for more information.
Aug 1, 2019 • 19min
Investment opportunities from US-China trade war revealed
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the latest episode, Rathbones's James Thomson and Richard Saldanha of Aviva Investors examine where to find value as the US and Chinese governments trade insults and tariffs. Hosted on Acast. See acast.com/privacy for more information.
Jul 25, 2019 • 14min
Regulator watching DB transfers template adoption
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Fiona Frobisher, head of policy at The Pensions Regulator, discusses the new defined benefit pension transfer template, and what the further changes to this space can be expected. Hosted on Acast. See acast.com/privacy for more information.
Jul 19, 2019 • 24min
Fos answers your questions on industry funding, staff qualifications and more
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Anna Whitelock, policy manager at the Financial Ombudsman Service, and Damian Fantato, deputy editor of Financial Adviser, discuss the ombudsman service's funding plans, why its staff are not required to be qualified to the same level as financial advisers, what it means for a client to be sufficiently aware of a potential complaint, and whether it was right for professional indemnity insurers to increase premiums for advisers. Hosted on Acast. See acast.com/privacy for more information.
Jul 11, 2019 • 18min
Including DB in pension dashboards is a ‘real challenge’
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Tim Gosling, head of pensions policy at B&CE, provider of The People's Pension, and Darren Cooke, chartered financial planner at Red Circle Financial Planning, discuss pension dashboards, how difficult will be to include data from defined benefit schemes and the probability of success of the project. Hosted on Acast. See acast.com/privacy for more information.
Jul 5, 2019 • 20min
Woodford suspension highlights failures of process
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Brian Dennehy, chartered financial planner at Dennehy Weller and head of FundExpert, and David Baxter, deputy editor of Asset Allocator and Money Management, discuss the suspension of the £3.7bn Woodford Equity Income fund and what it means for advisers and discretionary fund managers. They also discuss how it impacts Neil Woodford’s other funds. Hosted on Acast. See acast.com/privacy for more information.
Jun 27, 2019 • 19min
PI market only has five active insurers
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Dan Stuckey, associate director of Onyx Insurance brokers, and Philip Hanley, director of Philip James Financial Services, discuss the impact of difficulties financial advisers have been facing in obtaining professional indemnity cover, and how the PI market has a capacity issue. Hosted on Acast. See acast.com/privacy for more information.
Jun 21, 2019 • 15min
Contingent charging is just another adviser bias
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Simon Harrington, senior policy adviser at the Personal Investment Management & Financial Advice Association, and Alistair Cunningham, financial planning director at Wingate Financial Planning, discuss the impact of a possible contingent charging ban in the advice industry and how it won’t stop rogue advisers. Hosted on Acast. See acast.com/privacy for more information.
Jun 14, 2019 • 16min
Mifid II rules are ‘rippling’ around the globe
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Daniel Schlaepfer, president and chief executive of Canadian trading firm Select Vantage discusses the effects Mifid II is having on businesses around the globe and explains how he thinks it will impact regulation in countries such as the USA. Hosted on Acast. See acast.com/privacy for more information.
Jun 7, 2019 • 14min
British Steel debacle 'is just starting'
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Alastair Rush, principal at Echelon Wealthcare, who has been involved in helping steelworkers who were mis-sold in transferring out their pensions, spoke about how more cases will continue to surface. He was joined by Sir Steve Webb, former pensions minister and director of policy at Royal London, who also discussed the regulators role in the debacle, and the effect of the case on financial advisers. Hosted on Acast. See acast.com/privacy for more information.
