Podcast appearances and mentions of anna sofat

On this episode of the Editor's Podcast, brought to you by FT Adviser, Simoney Kyriakou speaks to Anna Sofat, chairperson of workplace gender equality champion One Loud Voice, and Lizzie Holliday, director of policy and public affairs for NOW: Pension. We discuss why gender disparity prevails in pensions and in employment, and consider ways that today's financial advice community - as well as politicians and providers - can work together to help overcome persistent problems in women's finances. Hosted on Acast. See acast.com/privacy for more information.

I’m delighted to welcome you to our the first of our two special podcast episodes which accompanies our Defining Success report. For this first podcast we tackle a tricky subject for creatives: money. In search of expert guidance around what makes a creative venture attractive to financial investors and how we should plan for our personal financial future, Jodi Muter-Hamilton speaks to three incredible women for this podcast: Mehjabeen Patrick, chief financial and investment officer at Creative England and Creative Industries Federation Anna Sofat, associate director of wealth at Progeny Lottie Leefe, founder and director of DURA Private and The Dura Society Mehjabeen Patrick is responsible for the implementation and running of all operating functions across Creative England and Creative Industries Federation. With extensive experience as a finance director, Mehjabeen oversees all investment activity for the company and has a keen interest in growing its commercial activities and diversifying its income stream. Previously Mehjabeen worked as Director of Finance for the United Nations Association and Stakeholder Forum. Often referred to as “the voice of women’s wealth”, Anna Sofat, has been helping women invest their money for decades. Anna has changed the culture of wealth; by empowering women through advice & investment. As the pioneering founder of Addidi and now associate director of wealth at Progeny, we learn from Anna how to find your financial number. A number which creates a comfort point, been where what you need and want is sufficient. Lottie Leefe is a qualified wealth planner that advises UHNW/HNW individuals, as well as Next-Gen wealth, on their global assets and investments including art, real estate, wine, luxury goods and philanthropy. Lottie Leefe, who is the founder of DURA Private, a private client wealth consultancy, and founder of financial wellbeing platform The Dura Society. Both of which champion another kind of wealth. Each of these women has caved a path that is individual to them, but also one that supports others to gain an understanding of the many different ways in which we can create a more financially secure future for ourselves, our businesses and future generations. As creatives, we tend to leave money matters at the bottom of the to-do list. Maybe that’s because to us creativity comes first and financial reward second. Or perhaps it’s because throughout our lives we have not been taught how to manage our personal and business finances. However, we have the ability to gain knowledge and meet money matters head-on. “After all, as the saying goes, if you fail to plan, plan to fail.” Benjamin Franklin. This podcast is part of our Defining Success report and two accompanying podcasts. In our second Defining Success podcast we explore the less tangible subject of how to recognise and nurture creative potential with Sara Maino, head of Vogue Talents, deputy director of Vogue Italia and international brand ambassador at Camera Nazionale della Moda Italiana.

This week Laura and Dan talk about how to use any windfall from PPI compensation claims to boost your savings and investment or reduce your debt. They discuss the sacking of McDonald’s boss and how that might impact the fast food company’s growth plans. And they talk to financial adviser Anna Sofat about how a large number of people don’t tell their partner about their secret savings. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth

The Key Learning Points: 1. How financial awareness and the literacy of women can contribute to the gender pension gap 2. The impact of the ‘Are You In' movement and how it aims to change the culture within financial services 3. The need for more financial education in schools and in the workplaceIn this episode of the Risky Mix podcast we speak with Anna Sofat, founder and managing director of Addidi, a financial advice firm which specialises in supporting women and their families.In part 2 of our chat with Anna, we learn more about Addidi, a family business that was built with women in mind. The ‘Create.Invest.Enjoy' program delivers a holistic approach to Women's wealth, encouraging younger women to think more about their financial futures and older women to enjoy their accumulated wealth. And for Anna, it's as much about enjoying your money as it is accumulating it, which she explains can sometimes be at odds with traditional wealth advice.When thinking about financial awareness and literacy of women, Anna believes that we need to think differently. She explains that, when it comes to money, we are often driven by our short-term needs, which for many women can be around starting a family. And those decisions will impact our future finances, leading to the large pension gap that women now face. Anna feels that we need more financial education in school and encourages corporates to provide their staff with access to financial education and support in the workplace.We also learn more about the Are You In? movement, a movement that is designed to change the culture within financial services. Anna believes that we need an overarching purpose that people can engage with, both inside and outside of the industry. That's why she's working with 10-12 businesses to look at their purpose and how that's impacting their company culture and changing behaviours. At an individual level, Anna believes that culture can be changed from the bottom up, and is asking everyone to sign up to one of the five pledges which form part of the movement.For more information, and to make your pledge, visit: https://www.addidi.com/areyouin/     

This week the decision was made to wind down the funds managed by ‘star’ manager Neil Woodford. Listeners have been in touch wanting to know what this means for their money and if they will be able to claim compensation. We discuss with Mark Polson from The Lang Cat Financial Consultancy and Anna Sofat from Addidi Wealth. The Financial Conduct Authority has announced plans to ban the way in which some car retailers receive commission based on the interest rate of the car finance loan they arrange. Good news for consumers? And we speak to a company that allows employees to award themselves a pay increase. Presenter: Ruth Alexander Producer: Alex Lewis Editor: Emma Rippon

The Key Learning Points:1. How the male-dominated financial services sector can lead to women committing huge personal sacrifices to climb the corporate ladder2. How to create a successful business that still resonates with your personal values3. The need for businesses to develop products and services with women in mind in order to reduce the gender inequality surrounding financial independence In this episode of the Risky Mix podcast we speak with Anna Sofat, founder and managing director of Addidi, a financial advice firm which specialises in supporting women and their families.In part 1 of our chat with Anna, we hear about her career and personal journey in financial services. Starting out in the banking world, Anna realised that climbing the corporate ladder would mean a huge personal sacrifice, hearing “well that's the end of that then” after explaining to her boss that she was pregnant, and working in a culture driven by facetime rather than flexibility, Anna knew the corporate world wasn't for her.On leaving the banking sector, Anna joined the first “for-women-by-women” business, set up in the late 80s, to help women become more financially independent, and admits that it was the first place she felt at home in financial services. Anna explains that she gained an appreciation of the fact that you can do business in a different way, knowing that you can build something successful that still resonates with your values, and so Addidi was born.‘The voice of women's wealth', Addidi was set up with a strong focus on supporting women with their finances after Anna became aware of just how great the need was, explaining that by 2020, women will have more than 50% of all investable wealth. But worryingly, according to Anna's research, only 10% of women feel that the financial industry meets their needs. Explaining that women cited ‘jargon' and ‘being sold to' as the main issues, Anna believes we can be doing more as an industry to develop products that are designed with women in mind.Anna is on a mission to change the culture of wealth, spearheading the Are You In? movement. It's a movement that's not about men and women, it's about values, and Anna believes that our industry could be the one to set a new tone, using our power for the better, to do things differently.

This week the team look at how different Brexit scenarios could impact stocks and shares. Find out how financial advisers determine someone’s risk appetite and how that relates to spending and investing money. Discover new proposals which could see an increase in the number of funds being suspended; and find out why Peloton’s shares have pedalled backwards on the stock market. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined by Anna Sofat, founder of Addidi Wealth

In this week's show Anna Sofat, founder of Addidi Wealth, looks at some changes announced in the budget that could have a significant effect on your wealth sooner than expected. She and the IC team also consider what effect the abolition of PFI could have on infrastructure funds, and if emerging markets can continue to grow despite this year's volatility. See acast.com/privacy for privacy and opt-out information.

The 'flat rate' state pension launched almost six months ago, and was supposed to make women better off, but is it that simple? To look at the new state pension and what it means for women, Sarah is joined by Malcolm McLean from Barnett Waddingham, Anna Sofat from Addidi Wealth and by Lizzy Spring from the WASPI campaign group. First broadcast: 01/10/16

With the rules on savings changing on April 6th, Sarah looks into ISAs and what are the best options for you. Sarah is joined by Anna Bowes, from Savingschampion.co.uk, Anna Sofat from Addidi Wealth and Trystan Lewis from Griffin Wealth. First Broadcast: 02/04/16

Women and Money with Sarah Pennells, talking to Michelle McGrade from TD Direct, Dennis Oppong from, Redmayne Bentley and Anna Sofat from Addidi, about investing for beginners.

Women and Money with Sarah Pennells, talking to David Thorpe, from What Investment, Anna Sofat, from Addidi and Darren Cornish, from The Share Centre, about investing for children.

Women and Money with Sarah Pennells, talking to Anna Sofat, Founder and Managing Director of Addidi, and Carolyn Gowen of Bloomsbury Wealth about #investing if you're a high #networth woman.

Women and Money @Savvy_Woman discusses the #evolution of #women's #rights in #personal #finance with Jackie Leiper from @ScotWidowsNews and Anna Sofat from @Addidi on @ShareRadioUK