FT Adviser

Advisers are increasingly looking beyond headline charges when selecting pension providers. In this episode of the FT Adviser podcast deputy news editor Sonia Rach chats to Amyr Rocha Lima, managing director at Strategic Wealth Partners, and Max Gist, head of business development at The People’s Pension, about the latest trends in provider selection. The FTAdviser Podcast is designed to inform reg...

In this episode of Margin Notes, FT Adviser speaks with Anesu Ngwenya, who was doing work experience with the FT Group over the summer. Having graduated with a specialism in data journalism, Ngwenya has come to appreciate the benefits of presenting data in a compelling and visually appealing way, as well as understanding the risks of not getting data right — whether that’s the way it is compiled,...

This episode of Margin Notes looks at the risk affecting young people in Britain today - a double risk, if you like - of rising youth unemployment and low financial resilience among school and college leavers. When these two risks combine, what is the likely outcome for young people? FT Adviser editor Simoney Kyriakou talks to Lucy McIlroy, a philosophy and language student at Exeter University wh...

Authoritarian regimes with appalling human rights and dire environmental practices have been abusing the UN sustainable development goals to secure foreign direct investment. This is the claim made by the Human Rights Foundation after years of research into some of the least democratic regimes where, despite known issues, foreign investment has been growing. On this latest Margin Notes podcast, on...

Being an entrepreneur is always a risky business but for millions of self-employed people in Britain, owning their own business is not just a revenue stream but a life goal. But what happens when the money runs out? This is a question that is relevant not just to small businesses but also to large ones. How can owners mitigate these risks, or is insolvency the only solution? Joining us o...

“At the very point where people need advice, they walk away from it”. This was a stark point made by Gillian Hepburn , head of UK adviser solutions and sales for Vanguard, on the latest episode of Tea with the FTA . Speaking to co-hosts Vanessa Barnes , founder of Hannay Wealth, and FT Adviser editor Simoney Kyriakou, Hepburn expressed her hope that targeted support and simplified advice would be...

Companies that fail to get the culture right will fail to hire the right candidates to help the business grow and succeed, according to Jenny Segal , founder of Speaking with Images. Segal, a former actuary and asset management salesperson who has now authored several books, said it was important to understand the positive impact on a company’s financials of having a great workplace culture . Spea...

“She just blew me away and that was day one.” Gabrielle Beaumont still remembers the impact of seeing a “formidable lady” in a senior role as she discusses the importance of visible female role models to inspire the next generation. Beaumont, chief executive of One Four Nine , told Tea with the FTA about how role models are invaluable and have a big influence, but questioned how to get those role...

Marketing properly to two-thirds of the UK’s wealth owners is not a nice-to-have: it’s a commercial necessity. This is the view of Claire Blackwell, co-founder of The Next Stage . Blackwell has more than 25 years’ experience helping financial services organisations grow responsibly through stronger client outcomes, governance and strategy. She said over her years in financial services, she has exp...

Charlotte Wheeler, senior wealth manager at JPMorgan PI, and a member of the Chartered Insurance Institute’s New Generation Programme , told Tea with the FTA about her pathway into the profession. She said her experience had been extremely positive, and the women she knows in the profession talk about how they are “helping people and empowering people” with such excitement. But, she said: “There i...

"Any actions need to be data-led” when it comes to tackling the advice gap and helping more women to join the financial services profession. This was one of the key principles that underlined the Women’s Wealth Alliance’s 2025 survey of women , their perception of the advice profession, and their careers within financial services. Talking to FT Adviser editor Simoney Kyriakou and Vanessa Barnes, f...

Pathfinder is a master-trust-led steering group set up to explore ways to improve pension transfers for savers and support a more scalable transfer process across the workplace pensions market. Speaking with two members of Pathfinder, Sue Whittington, chief operating officer at Smart Pension, and Angela Staral, chief operating officer at People’s Pension, FT Adviser's Sonia Rach dives into the cur...

FT Adviser’s Simoney Kyriakou speaks to Violeta Todorova, senior research analyst at Leverage Shares, about the risk-reward balance. Tune in to hear more about the importance of a long-term perspective and the potential for continued growth in equity markets. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions , regulation and oth...

In this episode of the FT Adviser podcast Antonia Medlicott, founder of Investing Insiders and The Times columnist, and Harry Woolman, global capital markets associate at Validus, join reporter Hereward Mills to discuss tax speculation, fiscal headroom and the pressures facing new prime minister Andy Burnham. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, c...

When allocating to property funds, investors have typically focused on the income potential, but the evolution of the asset class means growth potential increasingly exists, according to the guests on the latest FT Adviser podcast. Marcus Phayre-Mudge, head of property investment at Columbia Threadneedle; Guy Foster, chief strategist at RBC Brewin Dolphin; and George Fox, who is part of the Merlin...

Nearly 40 years since Big Bang, almost 2 decades since the Retail Distribution Review and 10 years since the Brexit vote, and we have a problem: the advice gap is only getting bigger.  As Britons increasingly sit on valuable property wealth, grapple with inheritance tax and worry about funding their later lives, we all feel the need for professional advice has never been clearer. But wha...

How investors think about a quality company in an era of rapid technological and geopolitical change varies. But can we define quality? This was among the topics discussed on this episode of the FT Adviser podcast. The guests, Columbia Threadneedle's Keith Balmer, Evelyn Partners' James Burns and Aviva Investors' Richard Saldanha, also discussed the challenge of building diversification within an...

On this episode of Margin Notes, author and financial journalist Jason Corcoran talks to editor Simoney Kyriakou about the risk of having invested in Russia - and the risk to Russia itself as a result of Vladimir Putin’s war on Ukraine. Corcoran, a former FT Adviser colleague, joined Financial News as head of asset management before being sent to Moscow as their correspondent in 2006, before worki...

The FCA is looking to widen mortgage access for the self-employed, older borrowers, and those who may be paid in other currencies. But why now? We sat down with the FCA's director of retail banking Emad Aladhal, who shared the regulator's thinking behind the latest mortgage review. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensio...

A hype has built up around AI in advice businesses and with that comes the risk of buyer's remorse. FT Adviser reporter Hereward Mills chats to Damian Davies, head of engagement at The Timebank, and Peter McGahan, chief executive of Worldwide Financial Planning, about the risks around AI and how to ensure the technology fits your business. The FTAdviser Podcast is designed to inform regulated UK a...

The challenge of managing multiple pension pots is becoming increasingly common. Lisa Picardo, chief business officer at PensionBee, and Andrew Marker, chair of the cross-industry initiative Star, join deputy news editor Sonia Rach to discuss why pension transfers remain a critical part of improving engagement with retirement savings — and where the system is still falling short. The group also lo...

Delays to transfers and confusing correspondence are just some of the reasons why the Financial Conduct Authority has turned its attention to bereaved clients. The FCA is reviewing how advisers and platforms handle bereaved customers, looking at service levels, fees and support offered. In an exclusive interview with FT Adviser, Kate Tuckley, head of department, consumer investments at the FCA, sa...

The strength of the international supply chain is “impressive”, but a crisis in any region can ripple down through to what we see on the shelves — and what we can afford.  With us to discuss what overlapping climate, geopolitical and social risks can mean for investors is Trisha Mani, senior project manager within the ILG, at the University of Cambridge’s Institute for Sustainability Leadersh...

Fixed mortgage rates have already risen since July and now the Bank of England has drawn up three scenarios for the future of the base rate as the war in Iran rages on. FT Adviser senior reporter Tom Dunstan chats with John Charcol's Raymond Bulger and Openwork's Scott Taylor-Barr about the impact of the Iran conflict on mortgages in the UK and what lies ahead. The FTAdviser Podcast is designed to...

On this episode of Margin Notes, FT Adviser editor Simoney Kyriakou speaks with Sergei Cristo, author of new research from the University of Buckingham, which has revealed more than 400 SFDR-badged funds were deliberately investing in Russia right up to the February 2022 invasion, even as tanks were rolling to the border. This was not an inadvertent allocation: data shows these ESG funds deliberat...