FT Adviser

FTAdviser

FT Adviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FT Adviser 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.

  1. Aug 23

    How to stop people walking away from advice

    “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.

    How to stop people walking away from advice
  2. Aug 22

    How to improve the legacy you build within your firm

    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.

    How to improve the legacy you build within your firm

About

FT Adviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FT Adviser 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.

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