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.

Hosted on Acast. See acast.com/privacy for more information.

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491 episodes
Updated Friday

Episodes491

Newest first

Nov 10, 2023 · 29 min
What does a defensive portfolio look like in the current environment?
FTAdviser investment editor David Thorpe is joined by Ben Gutteridge of Invesco, Ian Barnes of NetWealth and David Jane of Premier Miton
Nov 3, 2023 · 29 min
'Now is the moment when everything changed for Alzheimer's'
Research into dementia is at a breakthrough point, signalling the moment in history that people will look back on and say that "this is the moment when everything changed". This was the positive message delivered by Dr Richard Oakley, associate director of research at Alzheimer's Society, speaking to editor Simoney Kyriakou on the latest FTAdviser podcast. He was joined by guests Yvonne Braun, director, long-term savings, health and protection, at the Association of British Insurers; and Rose St Louis, protection director at Loyds Banking Group and Board member of Insurance United against Dementia, who opened up about the lived experience of her family when her mother was given a devastating diagnosis of dementia. 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.
Oct 27, 2023 · 21 min
SJP exit fee scrap ‘first high profile case of consumer duty starting to bite’
FTAdviser deputy news editor Sonia Rach talks to Alison Gay, senior public affairs consultant at the Lang Cat and Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute
Oct 25, 2023 · 32 min
Where are the opportunities in sustainable fixed income?
FTAdviser's multimedia editor Carmen Reichman speaks to investment managers about opportunities in sustainable fixed income
Oct 20, 2023 · 21 min
Industry has moved on from replatforming issues
Amy Austin, news editor at FTAdviser speaks to Ben Hammond, consulting director at the Lang Cat and Verona Kenny, Managing Director of Intermediary at 7IM, about the FCA's letter to platform CEOs.
Oct 13, 2023 · 22 min
Could a "pot for life" solve the issue of small pensions?
Amy Austin, news editor at FTAdviser speaks to Tom Selby, head of retirement policy at AJ Bell and Kate Smith, head of pensions at Aegon, about the small pots issue and what government could do to resolve it.
Oct 9, 2023 · 34 min
Making homes greener
FTAdviser's multimedia editor Carmen Reichman speaks to advisers about the benefits and pitfalls of investing in green home improvements
Oct 6, 2023 · 24 min
Has the landscape for sellers changed?
Sonia Rach, deputy news editor at FTAdviser talks to Louise Jeffreys, managing director at Gunner and Co and Paul Morrish, founder at Succession Wealth, on the state of the seller market.
Oct 4, 2023 · 23 min
CISI conference: Client discovery meetings done right
FTAdviser speaks to Brendan Frazier, founder of Wired Planning, psychologist Dr Moira Somers, and Kusal Ariyawansa, adviser at Appleton Gerrard, about the best way to hold client discovery meetings, after their panel discussion at today's CISI conference. 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.
Oct 4, 2023 · 19 min
CISI conference: Future of adviser technology
FTAdviser speaks to Josh Butten, director of financial planning firm Boosst, and Jon Doyle, founder of Juniper Wealth Management, about the future of adviser technology, straight after their session with Ian McKenna at today's CISI conference. 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.
Sep 29, 2023 · 24 min
Does the model for equity release advice need to change?
FTAdviser deputy editor Damian Fantato is joined by Kelly Melville-Kelly from the Equity Release Council and Simon Chalk, managing director of Later Living Now
Sep 22, 2023 · 26 min
Is there merit in separating financial advice and financial planning?
Amy Austin, news editor at FTAdviser speaks to Steve Conley, founder of the Academy of Life Planning and Sam Tate, co-founder & director of New World Financial Group about splitting financial planning and advice and the pros and cons of doing so.
Sep 15, 2023 · 23 min
‘The regulator wants fewer firms to manage’
FTAdviser deputy news editor Sonia Rach talks to Emma Napier, consulting director at NextWealth and Rachael Fennessey, company director at Aspire Executive Search on the state of networks at the moment and where they are headed
Sep 8, 2023 · 26 min
How to help clients navigate the mortgage market
FTAdviser editor Simoney Kyriakou is joined by Jane King and Mike Cook to discuss the volatile mortgage market
Aug 30, 2023 · 28 min
Understanding how to build a thematic investment approach
In this special edition of the FTAdviser Podcast, sponsored by Schroders, Ima Jackson-Obot is joined by Kenneth Lamont, a senior manager research analyst at Morningstar, and David Docherty, investment director, thematics at Schroders.
Aug 7, 2023 · 29 min
Exiting an advice business
FTAdviser's multimedia editor Carmen Reichman speaks to Victoria Hicks and Kanishk Swarup about adviser business exits
Aug 2, 2023 · 24 min
How do private assets fit into an investment portfolio?
In this special edition of the FTAdviser Podcast, sponsored by Schroders, Ima Jackson-Obot is joined by Nick Hyett, investment manager at Wealth Club and James Lowe, sales directors private assets at Schroders.
Jul 28, 2023 · 28 min
How much longer can financial advice consolidation go on for?
Damian Fantato, deputy editor of FTAdviser, is joined by Albertha Charles of PwC and Louise Jeffries of Gunnar & Co
Jul 21, 2023 · 22 min
Savers must understand risks of chancellor’s pension fund reforms
Amy Austin, news editor at FTAdviser speaks to Mark Ormston, director of propositions and corporate partnerships at Retirement Line and Tim Orton, chief investment officer at Aegon about the chancellor's Mansion House pension reforms.
Jul 19, 2023 · 29 min
What is fair value?
FTAdviser's multimedia editor Carmen Reichman speaks to advisers and consultants about the FCA's fair value requirement