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

Mar 22, 2021 · 30 min
In Focus: Is inheritance tax 'outdated'?
Inheritance tax is being lined up for a long-overdue overhaul, following recommendations by the Office for Tax Simplification.Wryly described as a ‘voluntary tax’, the limits have barely been touched for over&nb...
Mar 19, 2021 · 41 min
A year of coronavirus: what have advisers learnt?
Exactly a year ago, prime minister Boris Johnson began placing the UK into lockdown, closing pubs, cafes and restaurants as the coronavirus pandemic took hold. A few days later he would tell the UK population to stay at home.A year on from these drama...
Mar 12, 2021 · 23 min
Has Rishi Sunak done enough to help 'generation rent'?
Last week chancellor of the exchequer Rishi Sunak announced an extension to the stamp duty holiday and a government guarantee scheme to encourage lenders to start offering high loan-to-value mortgages again, after the disruption of the Covid-19 pandemi...
Mar 10, 2021 · 33 min
Next Act: The complexity of retirement
The events of the past 12 months have made many previously mundane things, such as going to the supermarket, more complicated.One thing that was already fairly complex but has been made more complicated is transitioning into retirement.From ...
Mar 5, 2021 · 24 min
Budget 2021: The big freeze?
This week chancellor of the exchequer Rishi Sunak his second Budget as the rollout of the coronavirus vaccine across the UK gives hope of a return to some degree of normality over the summer.Despite unveiling plenty of schemes to demonstrate ...
Mar 1, 2021 · 22 min
Talking Tax
As we approach the end of the tax year, clients inevitably kick-start their tax planning. Perhaps we’d wish them to do this earlier, but let’s face it, tax isn’t the easiest thing for most people to grapple with as a concept.This FTAdviser in Focus ...
Feb 26, 2021 · 31 min
Has Covid-19 killed off property's role in portfolios?
Over the past year working from home as gone from being a niche lifestyle, to something workers up and down the UK are doing every day. Offices across the UK are empty, along with bars, restaurants and other hospitality premises. And on top of this man...
Feb 22, 2021 · 32 min
Rooting out the rogues
FTAdviser In Focus has been looking at all aspects of vulnerability, and one of the biggest ways in which vulnerability has been made manifest is in the rise of scam activity during the Covid-19 pandemic.Across social media, rogue lead gene...
Feb 19, 2021 · 28 min
What advisers can learn from Gamestop
There are many changes caused by the coronavirus crisis that were perhaps predictable at the start of the pandemic — a shift to working from home, a rise in home gym sales and far too many banana breads being baked.But one that was perhaps less easy t...
Feb 12, 2021 · 23 min
What it takes to stay in the DB transfer market
The market for providing advice on defined benefit transfers has shrunk by 46% over the past few years, as insurance costs and regulatory changes take their toll - and there are concerns this will be exacerbated by the contingent charging ban, which ca...
Feb 9, 2021 · 36 min
Vulnerability: Taking stock of investment risk post-Covid
The Financial Conduct Authority is keen to make sure financial services companies are treating customers fairly and paying mind to whether the client is potentially vulnerable. But has Covid made us all fall into this category at some level?This is no...
Feb 5, 2021 · 26 min
Launching an advice firm during a pandemic
Attempting to launch a new financial advice firm is tricky at the best of times, but doing it during a global pandemic - amid lockdowns and social distancing - might be another level of challenge. And that's before you take into account the econom...
Jan 29, 2021 · 34 min
Why is the FCA unhappy about advice fees?
Last month the Financial Conduct Authority published its review of the financial advice market post-RDR and FAMR, in which it raised concern about the lack of competitive pressure advisers face, as well as "significant" clustering of fees whi...
Jan 22, 2021 · 39 min
Should advisers expect more inflation in 2021?
One of the side effects of the coronavirus pandemic, and the lockdowns which have been introduced to curb the spread of the virus, has been low inflation. During 2020 inflation reached its lowest point for five years and since April 2020 it has only on...
Jan 15, 2021 · 34 min
Helping clients get into the savings habit
A lack of good financial education has often been cited as the reason for people's financial ill-preparedness.So, in 2021, how can advisers encourage their clients - and their client's young children - to form good money habits?Furthermore,...
Jan 8, 2021 · 22 min
What 2021 has in store for advisers
In the first episode of 2021, FTAdviser digital editor Damian Fantato is joined by reporters Imogen Tew, Rachel Mortimer, Chloe Cheung and Amy Austin to discuss what the upcoming year might have in store for financial advisers.First Damian and Imogen ...
Dec 18, 2020 · 34 min
What advisers can learn from 2020
Few people will look back fondly on 2020, but amid the panic and the pandemic there were many important lessons - both personal and financial.Joining Simoney Kyriakou, editor of Financial Adviser, on the final FTAdviser Podcast of 2020 are four panell...
Dec 11, 2020 · 34 min
What fund management M&A means for advisers
There has been a raft of mergers and acquisitions in the asset management and platform space as waves of consolidation continue to grip both markets.In the asset management sector, major names like Jupiter and Merian have come together, while adviser ...
Dec 9, 2020 · 33 min
What made great service in 2020
Providing first-class service to clients has been a challenge during 2020 as the pandemic unfolded - but that doesn't mean it has been impossible.Technology and communication were two of the most crucial elements to ensuring top-class client and ...
Dec 4, 2020 · 27 min
Why the pandemic is a 'perfect storm' for scammers
The coronavirus crisis has created a "perfect storm" in which scammers can target victims distanced from their support network, according to the guests on the latest edition of the FTAdviser Podcast.This week reporter Rachel Mortimer talks t...