FTAdviser Podcast

From zoological research to heading up financial planning business Hannay Wealth, Vanessa Barnes' career path into professional financial services is not a traditional one. She talks to editor Simoney Kyriakou on the FT Adviser Editor's Podcast about her new role as chairperson of the Women's Wealth Alliance and why the Alliance has just launched a wide-ranging survey of the profession. Hosted on Acast. See acast.com/privacy for more information.

"There is so much that can be done constructively through the law," according to Dr Jocelynne Scutt. The Australian-born barrister, writer and human rights lawyer speaks to the FT Adviser Editor's Podcast about her formative years learning about women's rights and how her legal work led her to help Britain's 50s-born women in their struggle for pensions fairness. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser editor's podcast Simoney Kyriakou speaks with corporate activist Belinda Parmar OBE about empathy in advice and why too many advisers mistake sympathy for empathy.The episode qualifies for 30 minutes of CPD. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast senior reporter Tom Dunstan speaks with St James's Place head of economic research, Hetal Mehta, and Ash Ridge independent mortgage and equity release adviser, Jane King, about the latest developments in the mortgage market and their expectations on future interest rates. Hosted on Acast. See acast.com/privacy for more information.

FT Adviser's multimedia editor Carmen Reichman speaks to David Jane, fund manager at Premier Miton, and Will McIntosh-Whyte, fund manager at Rathbones, about what Trump's economic policies mean for equities and bonds, how they have adapted their investment strategies and why emerging markets might be the unexpected winners from the turmoil. Hosted on Acast. See acast.com/privacy for more information.

The income yield available on fixed income assets is likely to be the main driver of returns this year as bond yields won't fall much further - that was the verdict of the guests on the latest FT Adviser podcast. David Thorpe, senior investment editor at FT Adviser, discusses the outlook for fixed income portfolios in the year ahead with Damien Hill, strategic bond fund manager at BNY Melon Investments, and Sotirios Nakos, multi-asset investor at Aviva Investors. Hosted on Acast. See acast.com/privacy for more information.

Financial advisers are well aware of risk aversion or a tendency to double down. But there is a fast-growing branch of financial therapy that leans more towards psychotherapy - or talk therapy - than to the theoretical awareness of behavioural psychology. On this weeks' editor's podcast, Vicky Reynal, an author and financial psychotherapist, talks about her work with individual clients and why she teamed up with financial intelligence app Marygold to help people understand their attitudes to money and overcome unhelpful behaviours. Hosted on Acast. See acast.com/privacy for more information.

US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast.Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations. Hosted on Acast. See acast.com/privacy for more information.

There are a number of reasons why workplace culture can fail in advice businesses, but the causes are often rooted in leadership and the way people rise through the ranks.On this episode of the FT Adviser Better Business podcast multimedia editor Carmen Reichman speaks to workplace culture expert Jenny Segal and behavioural economist Mark Pittaccio about the fundamentals of good workplace culture in advice firms. Hosted on Acast. See acast.com/privacy for more information.

Carmen Reichman, multi-media editor at FT Adviser, is joined by Claire Trott, divisional director of retirement and holistic planning at St James's Place, and Shaun Moore, tax and financial planning expert at Quilter, to discuss the changes the chancellor might make in the next Budget, the changes advisers would like to see, and how advisers can prepare their clients for the next fiscal event in these turbulent times. Hosted on Acast. See acast.com/privacy for more information.

In 2024, Britain's faming communities marched to Westminster in protest against changes in the Autumn Budget to agricultural relief, which has been dubbed the 'family farm tax' or the 'tractor tax'.In a bid to bring more tax into the nation's coffers, chancellor Rachel Reeves' cut to APR will mean that from April 2026, a tax of 20 per cent will apply to agricultural assets over £1mn. Campaigners say this risks ringing the death knell for local farmers and the small businesses who rely on them. So, how can financial advisers help all those affected when it comes to tax planning? Joining FT Adviser editor Simoney Kyriakou is Tom Bradshaw, president of the National Farmers' Union and an arable farmer himself. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast we examine the outlook for UK equities, an unloved asset class in recent times, but one where the tide of sentiment may be about to turn as investors become concerned about the prospects for the US economy and markets.Joining the discussion, chaired by FT Adviser's David Thorpe, were Richard Penny, UK equity fund manager at Oberon, Ian Rees, head of the multi-manager team at Premier Miton, and Adrian Gosden, UK equity income fund manager at Jupiter. Hosted on Acast. See acast.com/privacy for more information.

FT Adviser's Alina Khan is joined by Rachel Vahey, head of public policy at AJ Bell, Charlie Barnes, head of employment legal services at RSM UK, and Stephanie Court, private client tax director at RSM UK, who discussed the recent Spring Statement, the lack of tax announcements this time round and the anticipated potential tax rises in the autumn Budget. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser Editor's Podcast, we examined the problem of, and solutions for, deforestation. We have all seen reports of devastation caused by widescale, and often illegal, deforestation around the globe. We know it can cause many problems, including climate change, loss of biodiversity, and soil erosion. But there are ways that financial services companies and your investing clients can help to provide and support those solutions. Joining editor Simoney Kyriakou on this episode is Louise Heffernan, who leads the finance and investor work at The Nature Conservancy, and FT Adviser intern Tinuke Akinbulumo. Hosted on Acast. See acast.com/privacy for more information.

When whistleblowers feel confident about reporting what they have seen and heard and know to be immoral or illegal, far-reaching changes can be made. With major changes to UK fraud laws taking effect this year, the government has made it clear that enforcement is ramping up. Joining FT Adviser editor Simoney Kyriakou on this episode of the Editor's Podcast is Peter Tutton, a financial investigator and forensic accountant. He is an expert in effective whistleblowing frameworks and investigations into wrongdoing, a champion for consumers with vulnerable characteristics, and associate managing director at Nardello & Co. Hosted on Acast. See acast.com/privacy for more information.

Ahead of International Women's Day on March 8, this week's podcast guests discuss how advisers need to adapt their advice and processes to accommodate women's needs.Amy Austin, news editor at FT Adviser, speaks to Samantha Secomb, chartered financial planner at Women's Wealth, Sarah Lyons, chief customer officer at Parmenion, and Laura Ripley, chartered financial planner at BRI Wealth Management, about how the industry can better encourage women to seek advice. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast senior reporter Alina Khan is joined by Jeff Lange and Buddy Keville, chairman and chief executive of TFAS, Verona Kenny, chief distribution officer at Abrdn Adviser, and Simon Harrington, head of public affairs at Pimfa.The guests discussed the FCA's targeted support proposals and questioned how they might impact the attractiveness of financial advice to clients. Hosted on Acast. See acast.com/privacy for more information.

Gilts have been touted as a good investment option right now for a number of reasons. In this episode of the FT Adviser podcast David Roberts, fixed income fund manager at Nedgroup Investments, David Coombs, head of multi asset investing at Rathbones Asset Management, and Paul Angell, head of investment research at AJ Bell, discuss why they invest in bonds right now. Hosted on Acast. See acast.com/privacy for more information.

Amy Austin, news editor at FT Adviser, discusses the latest adviser ages data and how to attract the next wave of talent with Keith Richards, CEO of the Consumer Duty Alliance, and Rachael Fennessey, founder of recruitment agency Aspire Executive Search Hosted on Acast. See acast.com/privacy for more information.

While the US faces potential ESG setbacks under a Trump administration, UK advisers must navigate evolving ESG regulations. Market forces, rather than policy, are driving adoption, with companies recognising sustainability as essential for long-term resilience. As ESG integrates into mainstream investing, advisers must balance compliance, client expectations, and performance to capitalise on the UK's role in shaping responsible investment trends.Ima Jackson-obot, deputy features editor at FT Adviser, is joined by Arthur Carabia, director of ESG policy research at Morningstar Sustainalytics and Jonathan Friedman, global lead – ESG advisory at Anthesis Group. Hosted on Acast. See acast.com/privacy for more information.

Senior investment editor David Thorpe discusses the outlook for property investments with Nick Montgomery, head of global real estate at Schroders, Oli Creasey, head of property research at Quilter Cheviot, and Haig Bathgate, director at Callanish Capital. Hosted on Acast. See acast.com/privacy for more information.

Chancellor Rachel Reeves is in favour of proposals by the Financial Conduct Authority to allow banks to take more risks in their mortgage lending. But what might be the consequences?FT Adviser senior reporter Tom Dunstan speaks to Paul Broadhead, head of mortgages and housing at the Building Societies Association, and Jane King, director and mortgage adviser at Morgan Ash, to find out. Hosted on Acast. See acast.com/privacy for more information.

We've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this podcast, which qualifies for 30 minutes CPD, editor Simoney Kyriakou is joined by Jack Rose, head of sales for Triple Point, and Diana French, the retail strategy director. By the end of this 30 minute podcast, you should be able to: Outline the biggest changes to tax policy from the Budget; explain how the changes affect IHT planning; and describe some of the ways that VCTS are being used for investment portfolios. Hosted on Acast. See acast.com/privacy for more information.

FT Adviser's Tara O'Connor speaks to Steve Croucher from Winterflood Business Services and Alex Cowan-Sanluis from Platform One about AI, competition and service in the adviser platform market in 2025. Hosted on Acast. See acast.com/privacy for more information.

Letters of Authority are still the bane of advisers and clients. Even pledges during the pandemic years to improve automation and processing times have fallen by the wayside, as some advisers have reported to FT Adviser delays of months - six months in once case - in getting clients transferred to and set up with providers, due to issues caused by delays in letters of authority. 2025 must be the year when this appalling lack of service and outdated processing comes to an end. And here to talk with FT Adviser's Simoney Kyriakou about their campaign is Scott Phillips, founder and chief of The Pension Lab and one of the founder members of The Fix LoA (Letters of Authority) Action Group - FLAG for short. Hosted on Acast. See acast.com/privacy for more information.

Key moments for house buying, such as April's stamp duty change, are often preceded by mortgage lenders cutting rates in a battle for business. But not this year, according to the guests on this episode of the FT Adviser In Focus podcast. Ben Perks, managing director of Orchard Financial Advisers, Justin Moy, managing director of EHF Mortgages, and Kelsey Phillips, head of specialist lending at Arose Finance, discuss the year ahead for property. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast we look at the year ahead for investments and explore the potential impact of monetary policy, president Trump and geo-politics on global markets and asset classes.The guests are Mitch Reznick, head of fixed income at Federated Hermes Limited, Neil Goddin, head of equities and multi-asset at Aegon Asset Management, and George Fox from the Merlin multi-asset team. Hosted on Acast. See acast.com/privacy for more information.

In her maiden Budget, Rachel Reeves announced she would not be extending stamp duty thresholds for first time buyers nor did she increase the Lifetime Isa cap.FT Adviser senior reporter Alina Khan speaks to Brian Byrnes, head of personal finance at Moneybox, Ray Boulger, senior mortgage technical manager at John Charcoal, and Danny Norris, mortgage and protection specialist at Premier Property Solutions, to find out how first time buyers will be impacted and what can be done to get more people on the property ladder. Hosted on Acast. See acast.com/privacy for more information.

In this edition of the editor's podcast, which qualifies for 30 minutes of CPD, Simoney Kyriakou speaks to Gary Shaughnessy, former chief executive of Zurich's European Business, about the challenges and myths around Parkinson's disease.Shaughnessy was diagnosed with Parkinson's in 2015 and has since been a voracious campaigner for Parkinson's UK, earning a CBE for his work on its board and chairing the charitable Z Zurich foundation. Hosted on Acast. See acast.com/privacy for more information.

Financial services companies are an extremely mixed bunch when it comes to service. Provider service levels have been exceptionally high for some, and abysmal for others, across all sectors: platforms, pensions, investments, mortgages and everything in between. Here to join us to discuss all things service is Steve Nelson, insight director for the Lang Cat consultancy, which has just released its own research into provider service (November 29). Hosted on Acast. See acast.com/privacy for more information.

The latest FT Adviser podcast, hosted by Ima Jackson-Obot, deputy features editor, delves into the future of US equities as Donald Trump's administration prepares to take office. Joined by Kevin Boscher, managing director – Jersey and chief operating officer of Ravenscroft, and Blair Couper, investment director at Abrdn, the discussion explores market reactions, policy impacts, and sector-specific challenges. Topics include trade tariffs, deregulation, portfolio diversification, and the role of geopolitics. With insights into tech, renewables, and nearshoring trends, this episode provides valuable perspectives for investors and advisers alike. Hosted on Acast. See acast.com/privacy for more information.

One of the places advisers and brokers love to discuss the big issues that are affecting them and their clients is on the Cherry Forum. Joining FT Adviser editor Simoney Kyriakou on the latest Editor's Podcast, Silas Lees, founder of WiggyWam and sales director for the Cherry Forum, talks about service, technology and mental health: three huge topics advisers have been discussing over 2024. Hosted on Acast. See acast.com/privacy for more information.

It's been two weeks since Rachel Reeves's first Budget as Chancellor and already financial advisers are adapting their strategies. Carmen Reichman speaks to advisers Ollie Saiman, lain McLeod and lan Cook about how they are responding to Labour's many tax changes. Hosted on Acast. See acast.com/privacy for more information.

The Financial Conduct Authority is reviewing consolidation in the financial advice market and has sent a portfolio letter to advisers. But what could the consolidation review entail, when will we see the outcomes of the FCA's ongoing advice review, and how can the FCA work better with advisers in these areas?Amy Austin, news editor at FT Adviser, discusses the regulator's latest push with Rachel Harte, co-founder and director of Money First Aid, and Simon Harrington, head of public affairs at Pimfa. Hosted on Acast. See acast.com/privacy for more information.

Labour's first Budget in 14 years was “long” and “targeted”, according to this week's guests Caroline Le Jeune, private client tax partner at RSM UK, and Claire Trott, divisional director for retirement and holistic planning at SJP. They discuss the impact the budget would have on people's finances and why the government might have failed to consider 'behavioural change'. Hosted on Acast. See acast.com/privacy for more information.

The latest edition of the FT Adviser podcast explores the case for investing in technology stocks right now, and whether the best way to do this is via a dedicated technology fund.Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Hawtin, who runs the Liontrust Global Alpha fund, Fahad Hassan, chief investment officer at Albemarle Street Partners, and Alex Illingworth founder and fund manager at Goshawk Asset Management. Hosted on Acast. See acast.com/privacy for more information.

The operating environment for smaller asset managers is challenging, in particular when it comes to regulation.In this edition of the FT Adviser editor's podcast Simoney Kyriakou speaks to Dani Hristova, CEO of the Independent Investment Management Initiative, about the importance of boutique investment firms and what needs to happen for them to have a level playing field. Hosted on Acast. See acast.com/privacy for more information.

From lessons in team management to strategies for overcoming adversity, an awareness of sports psychology can be beneficial when running an advice business, says behavioural scientist Mark Pittaccio. In this episode of the FT Adviser better business podcast he explains what advisers can learn from the field of sports. Hosted on Acast. See acast.com/privacy for more information.

The rules around advising on sustainable investments are changing as the FCA is introducing its SDR regulation. But how do advisers tackle the topics of sustainability and ESG investing with their clients? FT Adviser's Amy Austin speaks to Toby Band, financial planning director at First Sentinel Wealth, and Kate Elliot, head of ethical, sustainable and impact research at Greenbank Investments, to find out. Hosted on Acast. See acast.com/privacy for more information.

Advisers are often portrayed as foot-in-the-door insurance salesmen. But this is misleading, says behavioural scientist Mark Pittaccio, who led a study into the personality traits of advisers. What he found raised some eyebrows at the university. Hosted on Acast. See acast.com/privacy for more information.

The Financial Conduct Authority has announced a review into the protection market, which will examine how products are sold and the use of commission arrangements. This podcast hears from industry experts Ian McKenna and Alan Lakey about what the industry must do next. Hosted on Acast. See acast.com/privacy for more information.

A number of mega tech stocks earlier this year announced their first ever dividend payouts, joining a growing number of smaller tech stocks. What will this mean for income investing strategies?In this latest Talking Point podcast, FT Adviser deputy features editor Ima Jackson-Obot is joined by Joris Fransen, head of the dividend and value team at Van Lanschot Kempen and Daniel Haydon, manager – research analyst at Morningstar.The FT Adviser podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, FT Adviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

The latest edition of the FT Adviser podcast looks at the challenges and opportunities associated with creating an income portfolio for clients in today's market conditions. Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Jackson, investment specialist in the multi-asset team at JP Morgan Asset Management, Guy Foster, chief strategist at RBC Brewin Dolphin, and Simon Adler, global equity income fund manager at Schroders. Hosted on Acast. See acast.com/privacy for more information.

This FT Adviser better business podcast looks at the role behavioural economics plays in financial decision making. Behavioural economist Mark Pittaccio and financial adviser Ollie Saiman share their ideas around behavioural biases and how to challenge them. The podcast qualifies for 30 mins CPD Hosted on Acast. See acast.com/privacy for more information.

Social care seems to be slipping further down the government's agenda as it looks to ‘fix the foundation of the economy, in the words of chancellor Rachel Reeves. But why does social care need to be at the forefront of the discussion and how could the scrapping of the funding deal impact adviser's conversations with their clients. In this podcast, Alina Khan, senior reporter for FT Adviser, discusses the need for joined-up thinking on social care with Steven Cameron, pensions director at Aegon; Jacqueline Berry, managing director of My Care Consultant ;and Robin Melley, managing director at Matrix Capital Financial Planning. Hosted on Acast. See acast.com/privacy for more information.

After 16 years at the helm of the Association of Mortgage Intermediaries, Rob Sinclair is set to step down. The man who - by his own admission - is partly responsible for the introduction of the retail distribution review has been a familiar figure for advisers for many years. He talks to FT Adviser editor Simoney Kyriakou about advocating for mortgage advisers post-credit crunch, why it is important to create a working climate where you can "debate things" and argue in a powerful and constructive way, and to have a clear, sharp focus on what the outcomes should be. Hosted on Acast. See acast.com/privacy for more information.

Money worries go hand-in-hand with housing vulnerability. And with housing vulnerability often comes difficulty in obtaining meaningful employment - thus perpetuating the vicious cycle. In this podcast, FT Adviser editor Simoney Kyriakou talks about the ongoing problems faced by over a million UK households with Maxine Pritchard MBE. Pritchard led the No Fixed Address campaign at HSBC UK, which will be having its five-year anniversary in November this year. Also on this podcast, FT Adviser intern Fardeen Anan provides a short report outlining the issues facing homeless Britons. Hosted on Acast. See acast.com/privacy for more information.

Service levels among UK insurance companies have dropped significantly over the past few years. In this latest FT Adviser editor's podcast, which is worth 30 minutes of CPD, Roy McLoughlin, director of strategic partners at Cavendish Ware and member of the Protection Distributors Group, talks to Simoney Kyriakou, editor of FT Adviser, about what needs to change in the sector. Hosted on Acast. See acast.com/privacy for more information.

The rise in the size of private markets, the opportunities and the potential for systemic issues to arise from that size has prompted closer attentionIn this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Leon Sinclair, an executive vice president at financial data company Preqin to talk about regulation and technology in private markets.The FTAdviser podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Research by consultancy McKinsey has found that, in the case of ethnic and cultural diversity, there is a strong business case for companies whose senior management was more culturally and ethnically diverse. It found that, in 2019, top-quartile companies outperformed those in the fourth one by 36 per cent in profitability, slightly up from 33 per cent in 2017 and 35 per cent in 2014. So how can improved representation boost UK financial services performance and improve outcomes for Britain's consumers? On this podcast, Atlyn Forde, founder and chief executive of Communicate Inclusively, talks to FT Adviser editor Simoney Kyriakou about her mission to empower organisations to achieve transformative DE&I success through Forde's change-maker programme. Hosted on Acast. See acast.com/privacy for more information.

Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service.We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ningi, about what it takes for SMEs to offer digital advice. Hosted on Acast. See acast.com/privacy for more information.