278 episodes

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

The Advice Show Citywire

    • Business
    • 4.3 • 9 Ratings

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

    Waspi compensation and the gender pension gap

    Waspi compensation and the gender pension gap

    Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would have happened in 2024 , and what the government could have done differently.

    • 32 min
    SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny

    SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny

    In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in its sector-wide review of retirement income advice.

    • 41 min
    Everything IFAs need to know about the LTA abolition

    Everything IFAs need to know about the LTA abolition

    Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses how different clients will be impacted, the impact on death benefits, and more.

    • 32 min
    Spring Budget recap with Matthew Pescott Frost

    Spring Budget recap with Matthew Pescott Frost

    In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost, owner of Suffolk-based advice firm Matthew Douglas.

    • 29 min
    'Huge flaw’ in FCA simplified advice

    'Huge flaw’ in FCA simplified advice

    Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dipping

    • 26 min
    Lamb and the missing monkey

    Lamb and the missing monkey

    How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while they can.

    • 27 min

Customer Reviews

4.3 out of 5
9 Ratings

9 Ratings

notadwarf ,

Relevant, engaging and the best financial services pod by far!

Oli and his team have created something with fabulous content and the interview technique is exceptional. Well done and thank you.

Faith_Liversedge ,

Boom

Insightful, thought provoking, reverential. And bite-sized. Keep up the good work!

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