FTAdviser Podcast

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, one of the report's authors, Sergei Korotkov, an international legal associate with the Human Rights Foundation, talks about why it should matter to investors that these emerging markets countries are finding loopholes or paying mere lip service to sustainability. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 on this episode is licensed insolvency practitioner Julie Palmer, managing partner for the south-west region at BTG. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

“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 a “stepping stone to full advice”.This might help people who have never had advice and who need help investing.However, she said she was always struck by how many people have experience of financial planning and have just “left”, particularly widows who, at the point when they most need help, leave their husbands' former financial advisers.“I talk a lot about the situation where too many widows leave the adviser and you have to hope they go somewhere else,” she said.During the discussion, which is the last in the six-part mini-series, Hepburn said it was important for the financial services industry as a whole to help the millions of people who could pay for advice, but currently do not, understand the value of such a service.FT Adviser and the Women's Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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.Speaking on the latest Tea with the FTA mini-series, Segal said it was clear that if we love what we do and see the purpose in what we do, then we will perform better.Conversely, if there are terrible cultures, there is the cost of having to rehire and retrain.“It's one of these perfect things, where doing the right thing results in a better outcome,” she told co-hosts Vanessa Barnes, founder of Hannay Wealth, and Simoney Kyriakou, editor of FT Adviser.Barnes pointed out that a discernibly “elbowy, aggressive culture” of a firm can put off both men and women from even applying.“But if we get the firm's culture right, this brings its own rewards,” Segal added.FT Adviser and the Women's Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

“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 models out into the profession.Vanessa Barnes, co-host of Tea with the FTA and founder of Hannay Wealth, said advisers need to get better at showcasing the profession to show off role models.“We need to be better at using social media ourselves, so that we push out the rubbish and then actually land what we [advisers] look like and what it [the profession] looks like,” Barnes explained.In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector.Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study.Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning.FT Adviser and the Women's Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 experienced how products have been created and marketed “relatively cheaply” but almost in a “lazy way” that does not consider the potential full spectrum of advised clients.Blackwell told Tea with the FTA: “The marketing feels masculine, it feels just for the wealthy.“And then when it comes to marketing to women, the attitude has been to ‘pink it and shrink it'.”But when it comes to advice and money, people don't want to see something that has been rolled in pink and glitter.The products and the quality of service should be the same; but what needs to change is the way in which this is marketed to different sectors, and when.FT Adviser and the Women's Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 is so much more we can do to help drive more women into financial services.“In my role, a lot of female customers ask specifically for a woman.“The stat [from the FCA] says around 18 to 19 per cent of advisers are women currently, so there is so much more we can do . . . to even out the playing field.”Vanessa Barnes, co-host of Tea with the FTA with editor Simoney Kyriakou, and founder of Hannay Wealth, spoke about the research done with the Women's Wealth Alliance in 2025, which showed that 93 per cent of women already working in financial services absolutely love their careers.In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector.Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study.Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning.FT Adviser and the Women's Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

"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, founder of Hannay Wealth and chair of the Women's Wealth Alliance on the inaugural Tea with the FTA vodcast, Emma Bull, head of engagement at the Consumer Duty Alliance, explained why the WWA was launched.In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector.Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study.Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning.FT Adviser and the Women's Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 current issues facing pension transfers and how the Pathfinder initiative hopes to modernise the process.FT Adviser is currently running its Tidy Up Transfers campaign in a push to clean up pension transfer processes.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 other key issues. Hosted on Acast. See acast.com/privacy for more information.

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, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 multi-manager team at Jupiter, speak with FT Adviser's senior investment editor David Thorpe on the role property can play in client portfolios.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 what is the data telling us? In this episode of the FT Adviser podcast, Lorna Whalley, director – adviser platform, wealth from Aviva talks about the findings of their latest adviser research.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 equity allocation and whether there is value in UK equities right now.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 working for Bloomberg and others in the Russian capital. That is, until the war in Ukraine forced him and his family to move to Ireland. His new book, Leaving Russia: howPutin forced a nation's future to flee, is out now.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 look at the current problems facing pension transfers and the barriers that can prevent savers from consolidating their pensions. Read more on the topic through FT Adviser's campaign: Tidy Up Transfers. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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, said the regulator was looking at processes from end to end in this space to improve client outcomes.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 Leadership.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 deliberately added more exposure to Russian bonds and Russian companies to capitalise on rising yields and stock prices weeks after Putin had declared his intention to invade.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 portfolios in the current climateThe FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 key issues. Hosted on Acast. See acast.com/privacy for more information.

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, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 minutes' of CPD, bank your answers online at ftadviser.comThe FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 pressure to support economic growth while maintaining oversight, we explore how the FCA is navigating that balance and where it may draw the line. Kate explains the FCA's announcement about ditching the annual review requirement for ongoing advice, turning attention to the trail commission, what advisers and firms should expect from the upcoming changes and how tougher enforcement could reshape the market.00:00 - Welcome to FT Adviser Briefing00:39 - FCA's thinking on simplifying adviser advice03:35 - How will targeted support and simplified advice work alongside one another?04:45 - What products will simplified advice be most useful for?07:10 - How affordable will this be for advisers?10:54 - How the FCA will police the reforms14:08 - Trail commissionThe FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 equity returns and the implications of AI stocks on the wider market.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 at Oxford Risk, and author of Behavioural Investment Management. This podcast will qualify for 40 minutes CPD and you should be able to explain what the Mills Review aims to do, outline various areas where UK financial services needs to embrace AI, and list some of the potential dangers for financial services providers if they get AI wrong. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 David Mills, financial adviser and founder & chair of Pilot, about whether the changes will have a large effect and what advisers can expect.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

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 advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

With National Apprenticeship Week fast approaching, multimedia editor Carmen Reichman chats to Sally Plant, relationship director at LIBF, about how apprenticeships can work for advice businesses, how they differ from more traditional routes into advice and why, despite their many benefits, they are not suitable for everyone.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

The Advice Guidance Boundary Review is a response to a growing concern that most consumers in the UK are not getting the financial help they need, but whether or not there is demand for simplified advice in particular is still unclear.On this episode of the FT Adviser podcast deputy news editor Sonia Rach speaks to Clive Gordon, consumer investments practice lead at Sicsic Advisory and Edward Grant, director at the Personal Finance Society, on where the industry is at and what is needed for simplified advice to work.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser podcast news editor Amy Austin chats with Seán Standerwick, director at MLP Wealth, and Toby Bentley, director at Bentley Wealth Partners, about their expectations for the year ahead and how culture in advice businesses has already shifted.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

When it comes to bereavement, how well equipped are we personally to manage our own grief, let alone truly comfort those who are bereaved? And what happens to companies when they fail to deliver the right support and show empathy to clients who call up at their darkest hour? On this episode of the Margin Notes podcast, which qualifies for CPD, Simoney Kyriakou editor of FT Adviser, speaks with Clare Dodd, UK general manager for Empathy, a company which launched in the UK last year to help support companies and clients when it comes to bereavement. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

On this edition of the FT Adviser podcast, senior investment editor David Thorpe discusses the outlook for equities in 2026 with Fahad Kamal, chief investment officer at Coutts, James Burns, who runs the managed portfolio service at Evelyn Partners, and Martin Connaghan, who runs the Murray International investment trust.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

FT Adviser's senior investment editor David Thorpe discusses the outlook for UK inflation and interest rates in 2026 with Bryn Jones, head of fixed income at Rathbones, Dean Cook, multi-asset investor at Aviva Investors, and Peder Beck-Friis, senior economist and vice-president at Pimco.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

Sunil Krishnan, head of multi-asset at Aviva Investors, and Stuart Clark, portfolio manager at Quilter WealthSelect, discuss the outlook for multi-asset investing in 2026, inflation risks, drawdown portfolios and managing volatility with FT Adviser's deputy features editor Ima Jackson-Obot.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this final episode of the FT Adviser Margin Notes podcast of 2025, FT Adviser's editor Simoney Kyriakou chats with news editor Amy Austin and deputy features editor Ima Jackson-Obot about the stories that made the headlines and those that deserved deeper digging over the course of the year.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast, senior features reporter Chloe Cheung chats to Mark Spiers, managing partner at Ocorian, and Donald Reid, co-founder of Solve Partners, about the Financial Conduct Authority's findings in its latest consolidation review, where culture was high up on the agenda. Hosted on Acast. See acast.com/privacy for more information.

There is a widespread belief that there will no longer be a state pension in the future, which has emerged among young people. This is one of the beliefs that Young Money blog founder Iona Bain has noticed developing among generation Z and millennials, as she tells FT Adviser editor Simoney Kyriakou. Hosted on Acast. See acast.com/privacy for more information.

In this special Budget edition of the FT Adviser podcast news editor Amy Austin chats to Claire Trott, head of advice at SJP, Andrew Tully, technical services director at Nucleus, Eamonn Prendergast, chartered financial planner at Planatir Financial Planning, and Ian Cook, chartered financial planner at Quilter Cheviot Financial Planning, about the likely impact the Chancellor's second Budget will have on the advice industry. Hosted on Acast. See acast.com/privacy for more information.

Dementia is one of the world's biggest killers, and perhaps one of the biggest thieves, stealing people's loved ones even before they pass away. But progress has been made in diagnosis, treatments and tests, thanks in large part to the work of Alzheimer's Society. On this year's Day for Dementia, part of the Insurance United Against Dementia Campaign (November 27), Dr Richard Oakley of Alzheimer's Society talks to editor Simoney Kyriakou of the Society's vision. This vision is for a world where dementia no longer devastates lives, aiming for Alzheimer's disease to become a chronic condition, like diabetes or HIV, by 2050, allowing people to live a good quality of life and die with but not from the disease. Hosted on Acast. See acast.com/privacy for more information.

FT Adviser's Amy Austin speaks to Helena Wardle, founder and chief executive at Money Means, Joseph Twigg, chief executive of Aveni and Dickon Johnstone chief executive of Themis about how AI is being deployed and what this means for AI compliance. Hosted on Acast. See acast.com/privacy for more information.

High taxation, stagnant wages and house price inflation are all challenges facing Gen Z, which is why financial education around investing and how wealth is passed down is important.FT Adviser senior editor Simoney Kyriakou speaks to Malvee Vaja, a chartered financial planner working within the Rathbones Advice team, and intern Hereward Mills bout how this is changing advice processes and why more education is needed in schools. Hosted on Acast. See acast.com/privacy for more information.