FT Adviser

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the latest episode, Kathryn Knowles, managing director at Cura Financial Services, and Deepak Jobanputra, deputy CEO at Vitality, examine how the protection industry can better itself in terms of mental health. They also discuss whether medical underwriting can improve insurance for those living...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Ian Browne, retirement expert at Old Mutual Wealth, and Paul Stocks, financial services director at Dobson & Hodge, discuss how advisers should deal with insistent clients, and the subjectivity that comes when analysing the cases of these consumers. The FTAdviser Podcast i...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the latest episode, Rathbones's James Thomson and Richard Saldanha of Aviva Investors examine where to find value as the US and Chinese governments trade insults and tariffs. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions ,...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Fiona Frobisher, head of policy at The Pensions Regulator, discusses the new defined benefit pension transfer template, and what the further changes to this space can be expected. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Anna Whitelock, policy manager at the Financial Ombudsman Service, and Damian Fantato, deputy editor of Financial Adviser, discuss the ombudsman service's funding plans, why its staff are not required to be qualified to the same level as financial advisers, what it means for a...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Tim Gosling, head of pensions policy at B&CE, provider of The People's Pension, and Darren Cooke, chartered financial planner at Red Circle Financial Planning, discuss pension dashboards, how difficult will be to include data from defined benefit schemes and the proba...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Brian Dennehy, chartered financial planner at Dennehy Weller and head of FundExpert, and David Baxter, deputy editor of Asset Allocator and Money Management, discuss the suspension of the £3.7bn Woodford Equity Income fund and what it means for advisers and discretionary fund...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Dan Stuckey, associate director of Onyx Insurance brokers, and Philip Hanley, director of Philip James Financial Services, discuss the impact of difficulties financial advisers have been facing in obtaining professional indemnity cover, and how the PI market has a capacity iss...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Simon Harrington, senior policy adviser at the Personal Investment Management & Financial Advice Association, and Alistair Cunningham, financial planning director at Wingate Financial Planning, discuss the impact of a possible contingent charging ban in the advice industry...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Daniel Schlaepfer, president and chief executive of Canadian trading firm Select Vantage discusses the effects Mifid II is having on businesses around the globe and explains how he thinks it will impact regulation in countries such as the USA.  The FTAdviser Podcast is de...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Alastair Rush, principal at Echelon Wealthcare, who has been involved in helping steelworkers who were mis-sold in transferring out their pensions, spoke about how more cases will continue to surface. He was joined by Sir Steve Webb, former pensions minister and director...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Chris Davies, the founder of Model Office, spoke about the upcoming Senior Managers and Certification Regime, which comes into effect in December. He discussed how advisers are getting with preparing for the regime and why he thinks it will lead to a bigger change in the way a...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, explains why the body has updated its certified financial planner syllabus and how this will help it reverse the decline in advisers holding this designation. She also dis...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser discuss the outlook for the US including whether or not the Federal Reserve would become more hawkish, the US-China trade war and the impact of the 2020 presidenti...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Sir Steve Webb, former pensions minister and director of policy at Royal London, joins us along with Al Rush, principal at Echelon Wealthcare, to discuss the ups and downs of four years of pension freedoms and their side effects. The FTAdviser Podcast is designed to inform re...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Chris Jones, proposition director at Dynamic Planner talks about how Mifid II will change the way advisers do business, whether it will push down charges and what advisers need to bear in mind on capacity for loss. The FTAdviser Podcast is designed to inform regulated UK advi...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Tom Selby, senior analyst at AJ Bell, and Maria Espadinha, senior reporter at FTAdviser, talk about the possible solutions for women affected by the state pension age equalisation, a slowdown of life expectancy and its implications, and the expectations for the new Money and...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Lisa Caplan, Nutmeg’s head of financial advice, talks about how the robo-adviser is rolling out its financial advice service, the challenges the company has faced, how this might evolve and what impact it may have on the wider advice market. The FTAdviser Podcast is designed...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser, discuss the outlook for the European economy, including Italy’s recession, the slowdown in Germany and where next for the European Central Bank.  The FTAdviser Podcast is d...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Stopford, co-head of multi-asset at Investec Asset Management UK, talks about the effects of the growth of populism and how this might affect investors’ portfolios. He also discussed the “conflicting” messages that markets are sending investors about the direction o...

FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Porteous, group head of distribution at Charles Stanley, explains why he expects consolidation to continue and even speed up, and suggests that Brexit has kept a few plans on hold. Mr Porteous also discusses the pros and cons of moving to a vertically integrated structure. F...

FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Justin King, chartered financial planner at MFP Wealth Management, discusses why savers should be allowed to withdraw a lump sum from pension pots without always seeking financial advice, and the role of advisers and providers in educating people about retirement. He also talked...

FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Tom Selby, senior analyst at AJ Bell, discusses the Chancellor's Spring Statement and why he thinks an emergency Budget remains a possibility. Mr Selby also revealed the pensions announcements he would like to have seen Philip Hammond make this week about social care and auto-enr...

FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Justin Scott, senior pensions consultant in Standard Life's technical team explains how advisers can help clients who approach them 'too late' about how to use their allowances as the tax year ends. Mr Scott discussed the tax advantages of pensions and what challenges higher earn...

FTAdviser Podcast is the weekly podcast brought to you by FTAdviser.com. In this week's episode, host David Thorpe is joined by Karen Ward, chief market strategist for Emea at JPMorgan Asset Management. She explains why the US-China trade war and the Federal Reserve's stance led to the sharp sell-off in the fourth quarter of 2018. Ms Ward also discusses why she thinks the market has become a littl...