81 episodes
Financial Services Unplugged with Tom McPhail the lang cat
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- Business
Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey.
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What's the next government got planned for our income and savings
My colleague Alison Gay and I review the party manifestos published to date and consider the key personal finance promises
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Letters of Authority, the worst pension admin problem that isn't being fixed
Scott Phillips of the Pension Lab joins me to talk about Dashboards, the surprisingly dysfunctional LOA system and what some in the industry are trying to do about it
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Election pensions
Rachel Vahey of AJ Bell talks with me about the Triple Lock, the LTA, Pension Freedoms and the advice/guidance boundary review
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Financial advice firms, recruitment, AI, DEI
FT Adviser editor Simoney Kyriakou and the future for financial advice firms
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Everything you ever wanted to know about getting rid of the Lifetime Allowance but were afraid to ask
What should have been simple has proved to be anything but; HMRC has created a new way to inflict misery on unsuspecting pension savers. Jon Greer from Quilter gently explains everything we need to know. We also discuss what a new Labour government might do with the rules.
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Collective Defined Contribution schemes are going to save pensions
Adrian Boulding makes a compelling case, not just why CDC schemes are a good idea but also, crucially how they are actually going to happen