FTAdviser Podcast

FTAdviser
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Mar 22, 2019 • 13min

Why advisers cannot serve everybody

FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Justin King, chartered financial planner at MFP Wealth Management, discusses why savers should be allowed to withdraw a lump sum from pension pots without always seeking financial advice, and the role of advisers and providers in educating people about retirement. He also talked about why he was inspired to launch his own retirement podcast series to discuss issues from investing in retirement, to health and longevity. Finally, Mr King explained how advisers can speak to the next generation of clients. Hosted on Acast. See acast.com/privacy for more information.
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Mar 15, 2019 • 18min

Why we can't rule out an emergency Budget

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, discusses the Chancellor's Spring Statement and why he thinks an emergency Budget remains a possibility. Mr Selby also revealed the pensions announcements he would like to have seen Philip Hammond make this week about social care and auto-enrolment. Finally, he predicts what might be on the pensions agenda should a Labour government be voted in following a general election. Hosted on Acast. See acast.com/privacy for more information.
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Mar 8, 2019 • 15min

Clients leave it too late to approach advisers at tax year end

FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Justin Scott, senior pensions consultant in Standard Life's technical team explains how advisers can help clients who approach them 'too late' about how to use their allowances as the tax year ends. Mr Scott discussed the tax advantages of pensions and what challenges higher earners faced. Finally, he explained what the 'pension tax equation' is and why it might be helpful. Hosted on Acast. See acast.com/privacy for more information.
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Mar 1, 2019 • 10min

Market too optimistic on outlook for trade war

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. In this week's episode, host David Thorpe is joined by Karen Ward, chief market strategist for Emea at JPMorgan Asset Management. She explains why the US-China trade war and the Federal Reserve's stance led to the sharp sell-off in the fourth quarter of 2018. Ms Ward also discusses why she thinks the market has become a little too optimistic in the outlook for the trade war. Finally, she talks about the prospects for emerging markets as an asset class in 2019. Hosted on Acast. See acast.com/privacy for more information.
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Feb 22, 2019 • 20min

DFMs are starting to become homogeneous

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. In this week's episode, host Damian Fantato is joined by Asset Allocator's Dave Baxter and Minesh Patel, managing director of EA Financial Solutions, to discuss discretionary fund managers. Mr Patel explained why he believes DFMs are starting to become homogeneous and why there needs to be more differentiation. Guests also answered the question, have we reached peak DFM? Hosted on Acast. See acast.com/privacy for more information.
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Feb 15, 2019 • 17min

Most UK workers not auto-enrolled are women

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. This week, Kay Ingram, director of public policy at LEBC, joins us to discuss the gender pensions gap and why women make up the majority of UK workers not auto-enrolled into a pension. She also explains why the hike in probate fees could result in more unclaimed assets and why a ban on contingent charging is needed. Hosted on Acast. See acast.com/privacy for more information.
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Feb 8, 2019 • 13min

Brexit dividend for first-time buyers

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. This week, Martin Stewart, director and independent mortgage adviser at London Money Group, joins us to discuss the nervousness around the return of the 100 per cent mortgage and the importance of face-to-face advice. Mr Stewart also explains why there is a 'Brexit dividend' for first-time buyers and how that could "turn very quickly" if there is a solution to Brexit. Hosted on Acast. See acast.com/privacy for more information.
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Feb 1, 2019 • 16min

How employee ownership can work for advice firms

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser. This week, Chris Budd, founder and chairman of Ovation Finance, joins us to discuss industry issues including financial wellbeing, as he claims clients come to financial advisers specifically so they do not have to think about their money. Mr Budd also discusses succession planning and how employee ownership can work for the advice profession. Hosted on Acast. See acast.com/privacy for more information.
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Jan 25, 2019 • 17min

Pimfa members' clients asking how to prepare for Labour government

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser. This week, Liz Field, chief executive of Pimfa, joins us to discuss the week in news, including how advisers can prepare for Brexit and why her members' clients are asking, what are you doing in the event of a Labour government? Ms Field also talks about what advisers can do to prepare for SMCR. Hosted on Acast. See acast.com/privacy for more information.
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Jan 17, 2019 • 14min

FSCS boss sets out 2020 strategy

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser. This week, Mark Neale, chief executive of the FSCS, joins us to discuss the week in news, including what the strategy is for the organisation as he prepares to step down later this year. Mr Neale also explains why the FSCS has changed the way it calculates the compensation paid to British Steel pension scheme workers and how the financial advice industry could attract new talent. Hosted on Acast. See acast.com/privacy for more information.

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