FT Adviser

FTAdviser

FT Adviser 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 FT Adviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

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491 episodes
Updated Friday

Episodes491

Newest first

Sep 13, 2021 · 27 min
How to approach later-life planning
We know there is a gender pay gap - and therefore there is a gender pension gap that needs to be filled. But often we forget that this lack of funding for women in retirement can also lead to a poorer outcome for women needing care in later life.&n...
Sep 10, 2021 · 30 min
Why Silicon Valley is the real threat, not ‘digital’ brokers
Consolidation in the digital mortgage space has spiked in recent months as larger companies buy up the technology to service their own customer bases. Having attracted some hefty investments over the last year too - most notably the in August 2020, how...
Sep 3, 2021 · 31 min
How central banks will dictate the UK's recovery
The re-opening of pubs and shops, as well as the return of international travel, might make some think the Covid-19 pandemic is moving into history.But the economic impact of the pandemic, and its impact on markets, has not yet fully played out, with ...
Aug 27, 2021 · 36 min
What role do academies have in the future of advice?
The gap between those who need advice and those who can access it - the so-called 'advice gap' - is one of the long-standing conundrums the financial advice profession has faced.For some advice firms, the solution is to encourage more people...
Aug 24, 2021 · 29 min
How protection fits into family wealth planning
Speaking on this latest FTAdviser In Focus podcast on the topic of how protection fits into family financial planning, panellists discuss why it is not just important to curate wealth, but also to protect the people bringing that wealth into the househ...
Aug 20, 2021 · 21 min
The pros and cons of social media for advisers
Last month the Financial Conduct Authority warned that social media platforms were playing an increasing role in putting consumers at risk of harm through adverts for financial products and the rise of financial influencers - or "finfluencers...
Aug 18, 2021 · 39 min
Preparing portfolios for higher inflation
As the world tentatively emerges from the pandemic, the thoughts of many market participants are starting to turn to the next phase of the economic cycle, and the potential for higher inflation to take hold and disrupt markets.In this podcast, Remi ...
Aug 13, 2021 · 31 min
Lifestrategy at 10: has it changed advice?
This year marks a decade since Vanguard's Lifestrategy range launched in the UK and to say the passive funds had proven popular would be to downplay the situation.The five multi-asset funds are now worth £29bn and earlier this year their monthly ...
Aug 10, 2021 · 35 min
How to talk pensions across the generations
Much has been made of the need to start saving as early as possible and to keep this habit going as long as possible. But when it comes to pension provision, are the current products available suitable for all generations? Is the current advice or perc...
Aug 6, 2021 · 25 min
Will the FCA's proposals fix the Financial Services Compensation Scheme levy?
Last month the Financial Conduct Authority published its business plan for 2021-22, setting out how it plans to adapt itself to the "profound forces transforming the entire landscape of financial services". But what does this mean for financi...
Jul 30, 2021 · 31 min
Lenders stand firm despite govt's 'change of heart' on cladding
Last week the government announced a U-turn in its cladding guidance. It said leaseholders living in buildings under 18 metres tall would no longer need external wall application (EWS1) forms. Many leaseholders have found themselves “stuck” in properti...
Jul 26, 2021 · 26 min
How to use pensions for intergenerational planning
Over the next few decades it is estimated that trillions of pounds will pass from one generation to the next: primarily from baby-boomers, who have ridden the wave of rising asset prices to their millennial children, who haven't always been as luc...
Jul 23, 2021 · 31 min
How M&G Wealth is using hybrid advice to grow
Many in the advice profession have debated the benefits of face-to-face versus digital advice for several years. But over the past 18 months, many advisers have been unable to offer face-to-face advice and many robo-advisers have retreated from the mar...
Jul 16, 2021 · 21 min
Why pension allowances put advisers on the backfoot
According to data published by the government, in 2018-19 there were more than 34,000 taxpayers who reported their pension contributions exceeded their annual allowance - with excess payments amounting to £817m.Savers also struggle to stick within the...
Jul 12, 2021 · 27 min
The silver bullets of intergenerational planning
The Great Wealth Transfer is about to begin in earnest, where a predicted £5.5trn is set to pass from older to younger generations over the next couple of decades. While this may well bypass the so-called 'squeezed middle' - or Gener...
Jul 9, 2021 · 21 min
Capital gains tax reform & tax year changes: FTAdviser talks to the Office of Tax Simplification
Over the course of the past 18 months, the government has spent a lot of money to get the UK through the Covid-19 pandemic. But Rishi Sunak, the chancellor of the Exchequer, has made repeatedly clear that the bills we have racked up during this period ...
Jul 7, 2021 · 36 min
Where next for ESG?
The year 2020 was a landmark one in lots of ways, including for ESG investing - if for no other reason than it finally put to bed the idea that you need to choose between investing ethically and investing for performance.But where next for ESG? In thi...
Jul 2, 2021 · 38 min
Will private equity change platforms?
Private equity interest in adviser platforms has continued to grow over the past year or so.Recently Novia, James Hay and Parmenion have all been bought by private equity firms and according to analysis by the Lang Cat, the proportion of platform asse...
Jun 30, 2021 · 39 min
Talking Point: Finding value in sustainable portfolios
The steep rise in popularity of sustainable investment solutions has led to a similar rise in valuations in many of the qualifying asset classes.On top of this many of the companies which address environmental or social problems tend to be technology ...
Jun 28, 2021 · 27 min
Pensions: desperately seeking solutions
The self-employed - and particularly younger gig economy workers - desperately need some solid pension solutions to help them make long-term provision for their retirement. Joining Simoney Kyriakou, senior editor for FTAdviser, are some of ...