FT Adviser

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...

UK equities will always be a material part of an income portfolio, but valuations are not quite as cheap as they were. FT Adviser senior investments editor David Thorpe chats with Nick Stanhope, senior portfolio manager at Morningstar, Hillary Blandy who runs the Jupiter Monthly Income Bond fund, and Stuart Rhodes, manager of the M&G Global Dividend fund, about constructing income portfol...

In this episode of the FT Adviser podcast reporter Hereward Mills and senior investment editor David Thorpe chat to international adviser Jeremy Harding, head of wealth management at Norman K. London, about the rise of international advice and what impact geopolitical events like the conflict in the Middle East are having on the market. The FTAdviser Podcast is designed to inform regulated UK advi...

On the latest episode of Margin Notes, Simoney Kyriakou, editor of FT Adviser, speaks with Steve Lamb, chief executive of Kyckr, about the problems UK companies face when it comes to really knowing your clients, and how to avoid ever-more punitive fines. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions , regulation and other ke...

On this episode of Margin Notes, Radu Tunaru, professor of finance and risk management at Henley Business School, tells FT Adviser editor Simoney Kyriakou that we could see highly impactful errors due to an over-reliance on AI modelling, and regulators might not be ready to act. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions...

Cyber warfare is very real, and far more prevalent than you might think. In this podcast, a specialist talks about how to protect everything from your phone apps to your client’s data. On this episode of Margin Notes, Heligan Group's Adam Irwin talks to FT Adviser editor Simoney Kyriakou about how to prevent digital attacks on your business and on your clients. This podcast qualifies for 40 minute...

Financial services companies are sitting on legacy technology and not doing anything with it, says Tata Consultancy Services’ Shankar Narayanan. But while now may not be the best time to implement a big technological strategy, as tech changes rapidly, companies cannot afford to stand still. Adopting a “no-regrets” architecture could be the answer. The FTAdviser Podcast is designed to inform regula...

Join us this week as Jenny Davidson, Scottish Widows’ intermediary wealth director, and Holly Mackay, founder and chief executive of Boring Money, discuss the persistent issue of the gender retirement gap and how the industry can continue to tackle it; how simplified advice might help; and what advisers can do to boost client confidence and engagement, with deputy features editor Ima Jackson-Obot....

Is UK financial regulation about to get tougher and faster? In this special edition of FT Adviser Briefing, Amy Austin speaks with Kate Blatchford-Hick, head of consumer investments policy and market analysis at the Financial Conduct Authority about its push to make regulation “faster, sharper and harder to evade”, and what that means for firms, advisers and consumers. As the regulator faces press...

FT Adviser senior investment editor David Thorpe chats with Nick Kirrage, global equity manager at Brown Advisory, Hugh Gimber, market strategist at JP Morgan Asset Management and Paul O'Neill, chief investment officer at Bentley Reid, about the outlook for US equities after a period of underperformance for the asset class. The panel discussed diversification, the significance of the dollar on equ...

In January 2026, the FCA announced the launch of the Mills Review. This is a major consultation examining how advanced AI will reshape retail financial services by 2030 and beyond. But what are the dangers if people get it wrong when it comes to making financial decisions? Joining FT Adviser editor Simoney Kyriakou on this episode of Margin Notes is Greg Davies. He is head of behavioural finance a...

In this episode of the FT Adviser podcast senior investment editor David Thorpe chats with Gerard Lyons, chief economic strategist at Netwealth, Charlie Lloyd, head of investments at Shackleton, and Premier Miton fund manager Gervais Williams, about the outlook for the UK economy and stock market in light of a revised interest rate cycle. The FTAdviser Podcast is designed to inform regulated UK ad...

On this episode of the FT Adviser podcast senior reporter Tara O'Connor speaks to workplace culture expert Jenny Segal and Parmenion’s chief customer officer Sarah Lyons about persistent issues with female representation in financial services, why these are hard to shift, and why existing data should not be ignored. The FTAdviser Podcast is designed to inform regulated UK advisers on a range...

The Treasury published a consultation earlier this month looking to make a number of changes to the AR regime to tighten it up. This included bringing ARs under the Financial Ombudsman Service ’s remit for complaints as well as making principal firms hold a special FCA permission in order to appoint an AR. FT Adviser's Amy Austin speaks to Simon Morris, a financial services partner with CMS, and D...

In this CPD-qualifying podcast, Roy McLoughlin, member of the Protection Distributors Group, speaks with editor Simoney Kyriakou ahead of Business Protection Focus Week to discuss what to expect from next week’s many initiatives, what to make of the FCA’s latest work in the protection space and what protection could look like in a world of targeted support. The FTAdviser Podcast is designed to inf...

In this episode of the FT Adviser podcast chief reporter Tara O'Connor chats to Oliver Bedford, lead manager on the Hargreave Hale VCT, and Diana French, chief commercial officer of retail distribution at Triple Point, about the impact the chancellor's cuts to VCT income tax relief will have on the industry and clients' financial planning. The FTAdviser Podcast is designed to inform regulated UK a...