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

Dec 2, 2020 · 38 min
Talking Point: What the US election result means for markets
The outcome of this year's US presidential election is now a little clearer, but with a pandemic still raging and a trade war between China there is plenty for an incoming Biden administration to address - and plenty of unknowns for investors.In ...
Nov 27, 2020 · 37 min
How Covid-19 has affected tax planning
Tax planning forms a fundamental part of the financial advice process, from tax efficient investing to gifting and inheritance tax arrangements.And with chancellor Rishi Sunak facing nearly a £400bn shortfall due to the coronavirus crisis, many are ex...
Nov 20, 2020 · 37 min
How advisers can help clients with care planning
As people live longer, advisers are not only having to figure out how to fund their clients' ever-longer retirements, but also address the possibility of having to fund the rising cost of social care.Government's of different colours have ma...
Nov 13, 2020 · 27 min
Are we all ESG investors now?
Environmental, social and governance Factors are being applied across preexisting portfolios and new funds and trackers are being created along ESG lines.But how far do the E, the S and the G go in determining what is a good investment, and what is me...
Nov 11, 2020 · 36 min
Talking Point: The UK Outlook
While negativity about the economy haunts the valuations at which most UK equities trade, there are opportunities further down the market cap scale, according to the guests on the latest FTAdviser podcast.This edition of the Talking Point podcast, spo...
Nov 6, 2020 · 44 min
What the US election means for investors
While politicians and lawyers argue over the results of the US presidential election, investors thoughts are already turning to what this wrangling is likely to mean for markets in the medium and long term. In this edition of the FTAdviser po...
Oct 30, 2020 · 37 min
What the dividend drought means for income investors
The level of dividends available from equities may have been reduced both by the pandemic and structural changes, but investors' angst is likely to be temporary, according to the guests on the latest FTAdviser podcast.Special projects editor Davi...
Oct 23, 2020 · 43 min
What made a top financial advice firm in 2020?
FTAdviser has published the 2020 edition of its Top 100 Financial Advisers, ranking the top firms in the UK, and this week digital editor Damian Fantato spoke to two firms in the top 10 about how they had managed their way through this unusual year and...
Oct 21, 2020 · 24 min
How advisers can educate their clients about ESG investing
Advisers need to educate their clients that responsible investing is about compromise rather than trying to find a portfolio which exactly matches a particular set of ethical values, according to the guests on the latest epis...
Oct 16, 2020 · 34 min
How to succession-proof your advice firm
Thousands of younger people in Britain will suddenly come into a lot of money, and they will need help in investing it tax-efficiently and in line with their ethics and values.But if your clients are happy to recommend you to their children a...
Oct 9, 2020 · 41 min
What advisers need to know about behavioural finance
The advice industry is constantly evolving, and advisers are continually pushing the norms in order to get to know their clients better and improve the suitability process.Regulators and advisers agree that matching an investment to an investor is und...
Oct 7, 2020 · 21 min
How suitability has changed for the world of ESG investing
Advisers need to make sure they "strengthen" their suitability processes are for the new world of ESG investing, according to the guests on the latest episode of the Responsible Investing: The new normal series of podcasts.The serie...
Oct 2, 2020 · 44 min
How to bring down the cost of regulation for advisers
Fixing regulatory fees is an urgent issue - but only part of the problem, according to guests on the latest FTAdviser Podcast. The entire system of financial regulation in the UK is "broken" and needs to be fixed with a who...
Sep 25, 2020 · 42 min
What the FCA's latest market review means for advisers
The Financial Conduct Authority hit the headlines last week when it published its latest Call for Input, asking the advice industry to respond to a range of issues affecting the sector.From the funding structure of the FSCS to whether direct to consum...
Sep 24, 2020 · 28 min
Investing in Europe: Beyond Brexit
Political uncertainty has long-haunted the European market, spooking investors in European equities.But in this special edition of the FTAdviser Podcast, sponsored by Schroders, David Thorpe, special reports editor at Financial Adviser, examines how p...
Sep 18, 2020 · 50 min
What should Child Trust Fund kids do with their money?
The first Child Trust Fund children came into their money this month, as they turn 18. Some youngsters have now found themselves in possession of four or even five-figure sums of money. Financial Adviser editor Simoney Kyriakou looks at what they shoul...
Sep 11, 2020 · 30 min
The future of Sipps
In this week's episode, Stephen McPhillips, technical sales director at provider Dentons and Julian Puddy, director at advice company Opus Business Pensions, discuss the future of self-invested personal pensions and whether the outcome of...
Sep 4, 2020 · 38 min
Why the FCA's guidance on vulnerable clients doesn't help advisers
The coronavirus pandemic has highlighted the complexities of working with vulnerable clients, as so many people find themselves coping with anxieties about health and the economy. Last month the Financial Conduct Authority published guidance on vulnera...
Sep 2, 2020 · 37 min
Investing for retirement after coronavirus
Covid-19 is the sort of black swan event everyone theoretically prepares for but nobody expects. So how does one structure a retirement portfolio to take account of such events as a global pandemic and the resultant economic shut-down?In this special ...
Aug 28, 2020 · 36 min
‘Reckoning’ to come for fund management fees
Centralised investment propositions have become an increasingly common part of advice businesses, with around four fifths of all firms running some form of centralised service.They can determine the efficiency of a firm, sometimes cause regulatory hea...