Adeptli's Podcast

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The Adeptli Podcast is a space for honest, experience-led conversations about financial advice. We speak with advisers, industry experts and business leaders about the challenges facing advice firms today, from technical planning and regulation to running and growing a business. The focus is simple: clear thinking, practical insight, and conversations that help advisers with the things that are currently on their mind.

Episodes

  1. May 18

    Pensions, Purpose and the Reality of Retirement

    Episode description - In this first episode of the Adeptli Podcast, Jamie and Julia are joined by Andrew Stokes, who spent over 40 years in retirement planning, including around three decades as Head of Pensions at St. James’s Place.   Andrew has recently retired himself, giving him a rare view of retirement planning from both sides: as a technical expert and as a retiree.   The conversation explores the human and technical realities of retirement, including identity, purpose, tax free cash, drawdown, ISAs, DB pensions, state pension assumptions, client engagement and the importance of holistic planning.   An honest and practical discussion on why good retirement planning is about far more than pensions alone.

    1h 18m
  • 1 Episode

About

The Adeptli Podcast is a space for honest, experience-led conversations about financial advice. We speak with advisers, industry experts and business leaders about the challenges facing advice firms today, from technical planning and regulation to running and growing a business. The focus is simple: clear thinking, practical insight, and conversations that help advisers with the things that are currently on their mind.

Information

  • Creator
    Adeptli
  • Years Active
    2K
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026 Adeptli's Podcast
  • Show Website
    Adeptli's Podcast