Hosted on Acast. See acast.com/privacy for more information.
FT Adviser's Chloe Cheung speaks to Kate Davies, executive director of the Intermediary Mortgage Lenders Association, and Ross Dalzell, managing director of property at Aldermore about Labour's housing plans, what lenders think of these policies, and why IMLA has urged the government to review regulatory barriers to first-time home ownership. Hosted on Acast. See acast.com/privacy for more information.
In this episode of the FT Adviser Better Business podcast we look at succession planning. We speak to father and son adviser duo Jon and Ben Lancaster about their succession process, reflecting on what has gone well and what they would not rush to do again. Hosted on Acast. See acast.com/privacy for more information.
Labour has won by a landslide in the 2024 General Election but what does this mean for tax policy, people’s pensions and housing? Amy Austin, news editor at FT Adviser speaks to Claire Trott of Technical Connection, Ray Boulger of John Charcol and Matthew Todd of RSM to delve into what Labour's pension review could look like, whether inheritance tax could see reform and if any changes could be made to stamp duty. Hosted on Acast. See acast.com/privacy for more information....
The Doomsday clock, which was created in 1945 by Einstein and Oppenheimer, and is run by the Bulletin of the Atomic Scientists, said the world was at 90 seconds to midnight. This indicates how vulnerable we are globally to man-made threats. This year, as tensions rise, the world goes to the polls, new friendships are forged and old alliances are put under strain, ordinary people can indeed feel closer to midnight. Are we safe? And if we are not, how can we plan for our futures, or for the next g...
Anne Fuchs, executive general manager at the Australian Retirement Trust and Jonathan Hawkins, propositions lead at Bravura solutions discussed what the UK and Australia can learn from each other when it comes to retirement income advice. As well as what providers should be doing to help more savers seek advice. Hosted on Acast. See acast.com/privacy for more information.
The Engagement Appeal's founder, Sheryl Cuisa, has a plan to follow in the footsteps of Wilma Soss and the other so-called Corporate Gadflies, who were pioneers in corporate activism in the 1940s. These women used shareholder meetings as platforms to advocate for gender equality and transparency in corporate boards. Cuisia, who currently has about 700 companies in her portfolio and aims to have them all - and engage with as many of them as humanly possible, talks to FT Adviser editor Simoney Kyr...
With the UK general election mere weeks away, FT Adviser's senior reporter Alina Khan speaks to Simon Harrington, head of public affairs at Pimfa, Ollie Saiman, co-founder of advice firm Six Degrees, and Tom Selby, head of public policy at AJ Bell, about the main parties' manifestos and what the implications of certain policies could be for advisers and their clients. Hosted on Acast. See acast.com/privacy for more information.
Podcasts have become a great way to communicate with clients, peers and colleagues, but when it comes to delivering great content, you really need to have a plan in place. In this editor's podcast from FT Adviser editor Simoney Kyriakou, production specialist and seasoned broadcaster Tariq Aziz provides top tips for getting started and upping your podcast game. This podcast qualifies for CPD. Hosted on Acast. See acast.com/privacy for more information....
Equity market returns are starting to broaden out beyond the large US technology companies, but how can managers take full advantage? FT Adviser's investment editor David Thorpe speaks to Fahad Hassan, chief investment officer at Albemarle Street Partners, Matthew Yeates, deputy chief investment officer at 7IM, and Katerina Kosmopoulou, partner and fund manager at J Stern and Co, about their diversification strategies for equities in the current market. The FT Adviser Podcast is the podcast for ...
We have all been urged to back British businesses by various chancellors recently, but this goes much further than simply shopping locally. We need to look at our investment strategies, too. In this podcast, FT Adviser editor Simoney Kyriakou speaks with Modwenna Rees-Mogg , founder of the Angel News business. Rees-Mogg is a doyenne of angel investing and a specialist commentator on the early stage entrepreneurial market in the UK. She discusses "exciting business activity" happening across ever...
It can be a challenge to get sports people to think long term about their financial futures. But doing so is important for a number of reasons. FT Adviser senior reporter Alina Khan speaks to Mark Tueart, managing director at LIFT-Sport, and Conrad Balatoni, associate partner practice at St James’s Place, about why football players are targets for financial misconduct and scams and the role advisers play in helping them make good financial decisions. The FT Adviser Podcast is the podcast for fin...
In 2020, the former BoE governor Mark Carney said the bank's objective was that "every professional financial decision will need to take climate change into account". Since then we have seen regulatory action on removing greenwashing from the investment process, a consumer duty obligation to have more open conversations with clients about their investment choices and a global push politically and economically to tackle climate change. But what about more immediate, tangible effects that can be s...
The latest edition of the FT Adviser podcast discusses the topic of investing in a world of lower interest rates. The guests, James Klempster, deputy head of multi-asset at Liontrust, Tim Foster, bond fund manager at Fidelity, and Dean Cook, multi-asset investor at Aviva Investors, discuss the impact on equity and bond markets of rates falling and what it all may mean for diversification. Hosted on Acast. See acast.com/privacy for more information....
In this Editor's Podcast, FT Adviser editor Simoney Kyriakou talks to Scottish National Party politician Martin Docherty-Hughes about the issue of mortgage prisoners in the UK. Martin has been the Member of Parliament for West Dunbartonshire since 2015, and has been campaigning for fairness across all aspects of British life. In recent years he has been working to help tens of thousands of mortgage prisoners in the UK and has recently urged parliament to alleviate their plight. Hosted on Acast. ...
Could, or should, AI be used to take part in long conversations with clients? In this editor's podcast, Simoney Kyriakou talks to GENE, a very intelligent chatbot created by the Boston Consulting Group, and fellow guest Paul Michelman, editor-in-chief at the Boston Consulting Group. The guests discuss the usefulness of embedding AI in client conversations and the advice process, and how technology can be used and adapted to improve back-end administration and personalisation. Hosted on Acast. Se...
The regulator's latest data on the retirement income market showed there continues to be a trend of less people taking advice when entering drawdown. There was also less people taking guidance when buying annuities or entering their pots in general. Joining FT Adviser news editor Amy Austin to delve into the data and discuss what it means are Tom Mcphail, director of public affairs at the Lang Cat and Mark Ormston, director of propositions and corporate partnerships at Retirement Line. Hosted on...
The latest episode of the FT Adviser Editor's Podcast focuses on a few words: Talent is everywhere, opportunities are not. This is wording taken from the mission statement of youth empowerment charity Urban Synergy. Founded in 2007, the charity has helped more than 20,000 young people aged between 9 and 24 years to reach their full potential. Chief executive and founder Leila Thomas talks to Simoney Kyriakou about the opportunities that financial services companies have to help create diversity ...
Much of the world's population will be going to the polls for elections in the coming years. But should advisers or their clients react to the politics, either by viewing it as a chance for profit or a threat requiring evasive action. Joining FT Adviser investment editor David Thorpe to discuss the topic are Sunil Krishnan, head of multi-asset funds at Aviva Investors; Hugh Gimber, market strategist at JP Morgan; and Hiroki Hashimoto, senior multi-asset fund manager at Royal London Asset Managem...
It's been a decade since the world of pensions was turned on its head by the then government. People were given more freedom and choice to use their pension funds as they please. But what is the lasting impact of the reforms and why is the regulator now concerned about retirement advice? Amy Austin speaks to Andrew Tully, technical services director at Nucleus, and David Haynes, senior financial adviser at Nightingales Wealth Management, to find out. The FT Adviser Podcast is the podcast for fin...
In this episode of the Editor's Podcast, Simoney Kyriakou, editor of FT Adviser, talks about artificial intelligence - two words one can hardly escape hearing or reading, it seems. But the speed at which this so-called Fifth Industrial Revolution is taking place makes it impossible to ignore. She is joined by a tech enthusiast, Dr Christian Westermann to consider how financial services can use AI better. He worked on NASA and the ESA space missions in the 1990s, building satellite-based instrume...
It is the current government's long-term ambition to abolish National Insurance, after two consecutive cuts in the past two fiscal events. But what would a world without NI look like, and what impact would it have on pensions? FT Adviser's Alina Khan is joined by Ian Cook, chartered financial planner at Quilter Cheviot, Tom Selby, director of public policy at AJ Bell and Susan Hope, IFA workplace senior manager at Scottish Widows, to discuss the scenario. The FT Adviser Podcast is the podcast fo...
On this episode of the Editor's Podcast, brought to you by FT Adviser, Simoney Kyriakou speaks to Anna Sofat, chairperson of workplace gender equality champion One Loud Voice, and Lizzie Holliday, director of policy and public affairs for NOW: Pension. We discuss why gender disparity prevails in pensions and in employment, and consider ways that today's financial advice community - as well as politicians and providers - can work together to help overcome persistent problems in women's finances. ...
The latest edition of the FT Adviser podcast discusses the challenges and approaches to building a diversified global equity income allocation in a world of higher, but perhaps peaking, interest rates. Investment editor David Thorpe is joined by Will McIntosh-Whyte, multi-asset investor at Rathbones, John Moore, senior investment manager at RBC Brewin Dolphin, and Mark Peden, global equity fund manager at Aegon, who discuss the various ways in which higher bond yields can impact an equity alloca...
A recent Freedom of Information request by FT Adviser revealed the number of firms authorised to provide retail investment advice has fallen from 6,240 in August 2022 to 5,805 as at February 2024. Taking a closer look at the adviser numbers, FT Adviser found the number of young advisers has diminished in the past 18 months while the number of older advisers has grown. So what does this mean for the advice profession? FT Adviser news editor Amy Austin is joined by Keith Richards, CEO of the Consu...
In this sponsored edition of the FT Adviser podcast we look at what changed for fixed income in 2023. Could it all change again in 2024? And are central banks really on top of inflation? Amanda Stitt, portfolio specialist in the fixed income division at T Rowe Price, discusses the topic with investment reporter Tara O’Connor. Hosted on Acast. See acast.com/privacy for more information.
This week chancellor Jeremy Hunt presented his Budget, which included a 2 per cent cut in national insurance. He presented himself and his party as tax cutters but does this stack up? FT Adviser deputy editor Damian Fantato is joined by Matthew Todd, associate director at RSM, Eleanor Ingilby, head of high net worth at Atomos, and Claire Trott, director at Technical Connection, to find out. They discuss the continued freeze on tax thresholds, the impact on inheritance tax of the decision to scra...
Making the advice industry more inclusive and attractive to female investors has long been on the agenda. So, how has the profession evolved over time and what needs to happen next? FT Adviser senior reporter Alina Khan speaks to Dynamic Planner's Yasmina Siadatan and Katherine Waller, co-founder of SixDegrees, to find out. The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news a...
Welcome to this new conversational series from FT Adviser, in which the editor talks to people from outside of financial services to get a fresh perspective on global and national developments that may affect aspects of the profession in the future. This podcast, the first in our series, features the the Lord Mayor of London, Michael Mainelli. We visited him at Mansion House to ask what he has been doing in his first few months in office, and to discuss the variety of initiatives he has launched...
Mortgage rates have been turbulent over the past 18 months. And after decreasing amid falling inflation, they are currently creeping back up. What will happen to mortgage rates in the near future? FT Adviser's senior reporter Tom Dunstan chats to Hodge retail managing director Christie Cook, Ash Ridge equity release adviser Jane King, and London Money director Martin Stewart about what lies ahead. The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each we...
This edition of the FT Adviser podcast explores the options for advisers and their clients seeking to diversify their portfolios. Can investors rely on bonds and equities to be inversely correlated in future, as they have been in the past, or is a more sophisticated approach needed? Discussing the topic with FT Adviser investment editor David Thorpe are Nathan Sweeney, chief investment officer for multi-asset at Marlborough, Rupert Thompson, chief economist at Kingswood, and Hugh Gimber, market ...
