FT Adviser

The Office for Budget Responsibility has predicted that in 2024 house prices will go down by about 5 per cent, with transactions falling by 7 per cent. On this week's podcast FTAdviser reporter Tom Dunstan talks to Martin Stewart, director of London Money, and Tony Hall, head of business development at Saffron for Intermediaries, about what effect this might have. They discuss whether the forecast...

After a 2-year post-pandemic inflation surge, the global economy eases from extensive fiscal and monetary interventions. Central banks reassess recession risks, signalling potential investment opportunities as volatility reawakens. This content was paid for by PIMCO and produced in partnership with the Financial Times Commercial department. The FTAdviser Podcast is designed to inform regulated UK...

At the Autumn Statement the government confirmed that it would be scrapping the lifetime allowance from early April, ignoring pleas from the industry for more time to prepare. So what do advisers, pension providers and platforms have to do now to prepare? This week FTAdviser news editor Amy Austin is joined by Andrew Tully, technical services director at Nucleus, and Jon Greer, head of retirement...

In this podcast, sponsored by Columbia Threadneedle Investments, FTAdviser's investment editor David Thorpe talks to Tammie Tang, the lead manager of the CT UK Social Bond fund. They discuss how a bond fund manager can deliver an impact, and why Tang takes a regional and a demographic focus. Tang also explains why she thinks the "greenium" - or green premium - is often small or non-existent and wh...

Jeremy Hunt touted this week's Autumn Statement, which included a 2 percentage point cut in national insurance contributions, as the beginning of his plans to cut taxes for businesses and individuals and as a return to growth. But did the chancellor of exchequer's actions match his words? This week FTAdviser deputy editor Damian Fantato is joined by Matt Todd, associate director at RSM, Ian Cook,...

One of the rumours which has swirled around about next week's Autumn Statement is that Jeremy Hunt will use it to reform and simplify the Isa regime. There have been rumours he will allow savers to put money into multiple Isas in the same year, but there have also been reports he is considering a "British Isa" to encourage investment into UK companies. This week Damian Fantato, deputy editor of FT...

The market turbulence across a variety of assets over the past year or so has raised the question of where investors should go to seek shelter from the storm. This week FTAdviser's investment editor David Thorpe is joined by Ian Barnes, chief investment officer at Netwealth, David Jane, multi-asset fund manager at Premier Miton, and Ben Gutteridge, director of the model portfolio service at Invesc...

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, dir...

Last week, St James’s Place announced it was scrapping exit fees for the vast majority of new investment bonds and pensions as part of an overhaul of its charging structure. The firm said there would be a revised charging structure for new investment bonds and pensions which will operate with an initial charge and ongoing charges but without any early withdrawal charges. In addition, charges acros...

The ESG fixed income market has seen impressive growth since its establishment more than a decade ago, but more recently performance has been lacking. In this CPD podcast we speak to fund managers Kris Atkinson and Stuart Chilvers, and adviser Minesh Patel about how they navigate the current market and where the future opportunities lie. The FTAdviser Podcast is designed to inform regulated UK adv...

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. They discuss the FCA's issues around fees, unstable technology and long transfer times. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is j...

Earlier this year the Department for Work and Pensions said it will work to encourage consolidation to solve the problem of small pension pots. But pensions minister Laura Trott said the longer-term solution to this issue would be to move to an Australian-style "pot for life" system. Amy Austin, news editor at FTAdviser speaks to Tom Selby, head of retirement policy at AJ Bell and Kate Smith, head...

On this episode of the FTAdviser In Focus podcast we speak to mortgage advisers about whether or not it makes sense to invest in green home improvements. They all agree the idea of greener homes is a great one but there are various issues in the way they are currently funded that raise concerns. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering invest...

Over the previous years and during lockdown, we saw a flurry of activity and a surge in the number of start-up consolidators popping up, as well as a lot of private equity deals. But this last year it has felt like a bit more of a slow down. This week, FTAdviser's deputy news editor Sonia Rach talks to Louise Jeffreys, managing director at Gunner and Co and Paul Morrish, founder at Succession...

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 , regulat...

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 issu...

Earlier this month the Financial Conduct Authority published the results of its review into lifetime mortgage advice, concluding it was "disappointed" by what it found. One of the overarching conclusions the FCA reached is that there were many examples of advisers steering outcomes in favour of a lifetime mortgage and failing to discuss alternatives. In short, if you went to an adviser to ask abou...

It has been argued that financial planning and financial advice could be split so that planning on its own could allow financial planners to focus on less wealthy and younger clients who are happy to DIY invest. 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 the pros and...

Last month, Tenet announced it will close its network, with its appointed representatives moving to The Openwork Partnership as part of an exclusive agreement with the company. The agreement will provide Tenet's firms and advisers the choice of retaining their independent status through Openwork's IFA business 2plan Wealth Management or becoming part of the restricted Openwork proposition. This ca...

The mortgage market has been on a rollercoaster ride over the past year. Since former Prime Minister Liz Truss’ disastrous mini-budget in 2022, combined with rampant inflation and subsequent base rate rises, lenders, brokers and would-be borrowers alike have been trying to keep up with the fast-paced changes to products. How are we to make sense of what is happening in the mortgage marke...

MSCI describes thematic investing as a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends.  These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors – megatrends that have the potential to change whole industries and shape the way we...

It is no secret that the adviser population is maturing. But what do advisers need to know about passing on their business in the current market? We speak to Victoria Hicks, managing director of The Exit Partnership, and Kanishk Swarup, founder of Compound Wealth Planning, to find out. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments...

A recent study by global consulting firm Cerulli Associates found that nearly half of the private banks and wealth managers indicate that a lack of liquidity, high fees, and clients’ risk aversion are the top concerns preventing them from increasing private investments within their clients’ portfolios. The democratization of private assets faces several challenges. Are there ways to address these?...

It seems the pace of consolidation has continued apace despite the changing economic circumstances, but has anything changed? This week, in the last FTAdviser Podcast before a summer break, deputy editor Damian Fantato is joined by Albertha Charles, UK asset and wealth management lead at PwC, and Louise Jeffries, managing director of Gunnar & Co, to find out. They discuss what is driving conso...

In his Mansion House speech earlier this month, Jeremy Hunt said some of the UK’s largest defined contribution pension schemes had agreed to commit 5 per cent of their default funds to unlisted equities by 2030. Hunt said his aim was to enable the UK’s financial services sector to increase returns for pensioners, improve outcomes for investors and unlock capital for UK growth businesses but what a...