FT Adviser

FTAdviser
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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. 25m ago

    How well has the financial advice profession marketed itself?

    Marketing properly to two-thirds of the UK’s wealth owners is not a nice-to-have: it’s a commercial necessity. This is the view of Claire Blackwell, co-founder of The Next Stage. Blackwell has more than 25 years’ experience helping financial services organisations grow responsibly through stronger client outcomes, governance and strategy. She said over her years in financial services, she has experienced how products have been created and marketed “relatively cheaply” but almost in a “lazy way” that does not consider the potential full spectrum of advised clients. Blackwell told Tea with the FTA: “The marketing feels masculine, it feels just for the wealthy. “And then when it comes to marketing to women, the attitude has been to ‘pink it and shrink it’.” But when it comes to advice and money, people don’t want to see something that has been rolled in pink and glitter. The products and the quality of service should be the same; but what needs to change is the way in which this is marketed to different sectors, and when. 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 well has the financial advice profession marketed itself?

  2. 1d ago

    A maths thing, a money thing or a people thing?

    Charlotte Wheeler, senior wealth manager at JPMorgan PI, and a member of the Chartered Insurance Institute’s New Generation Programme, told Tea with the FTA about her pathway into the profession. She said her experience had been extremely positive, and the women she knows in the profession talk about how they are “helping people and empowering people” with such excitement. But, she said: “There is so much more we can do to help drive more women into financial services. “In my role, a lot of female customers ask specifically for a woman. “The stat [from the FCA] says around 18 to 19 per cent of advisers are women currently, so there is so much more we can do . . . to even out the playing field.” Vanessa Barnes, co-host of Tea with the FTA with editor Simoney Kyriakou, and founder of Hannay Wealth, spoke about the research done with the Women’s Wealth Alliance in 2025, which showed that 93 per cent of women already working in financial services absolutely love their careers. In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector. Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study. Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning. 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.

    A maths thing, a money thing or a people thing?

  3. 2d ago

    Here's how financial services can address the advice gap and help women join the profession

    "Any actions need to be data-led” when it comes to tackling the advice gap and helping more women to join the financial services profession. This was one of the key principles that underlined the Women’s Wealth Alliance’s 2025 survey of women, their perception of the advice profession, and their careers within financial services. Talking to FT Adviser editor Simoney Kyriakou and Vanessa Barnes, founder of Hannay Wealth and chair of the Women’s Wealth Alliance on the inaugural Tea with the FTA vodcast, Emma Bull, head of engagement at the Consumer Duty Alliance, explained why the WWA was launched. In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector. Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study. Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning. 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.

    Here's how financial services can address the advice gap and help women join the profession

  4. Jul 31

    ‘Manual pension transfers are slow, costly and prone to error’

    Pathfinder is a master-trust-led steering group set up to explore ways to improve pension transfers for savers and support a more scalable transfer process across the workplace pensions market. Speaking with two members of Pathfinder, Sue Whittington, chief operating officer at Smart Pension, and Angela Staral, chief operating officer at People’s Pension, FT Adviser's Sonia Rach dives into the current issues facing pension transfers and how the Pathfinder initiative hopes to modernise the process. FT Adviser is currently running its Tidy Up Transfers campaign in a push to clean up pension transfer processes. 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.

  5. Jul 30

    Risk-reward balance: investors now battling with multiple uncertainties

    FT Adviser’s Simoney Kyriakou speaks to Violeta Todorova, senior research analyst at Leverage Shares, about the risk-reward balance. Tune in to hear more about the importance of a long-term perspective and the potential for continued growth in equity markets. 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.

    Risk-reward balance: investors now battling with multiple uncertainties

  6. Jul 24

    What will Burnham's government mean for taxes?

    In this episode of the FT Adviser podcast Antonia Medlicott, founder of Investing Insiders and The Times columnist, and Harry Woolman, global capital markets associate at Validus, join reporter Hereward Mills to discuss tax speculation, fiscal headroom and the pressures facing new prime minister Andy Burnham. 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.

  7. Jul 17

    New property opportunities enable investors to target growth as well as income

    When allocating to property funds, investors have typically focused on the income potential, but the evolution of the asset class means growth potential increasingly exists, according to the guests on the latest FT Adviser podcast. Marcus Phayre-Mudge, head of property investment at Columbia Threadneedle; Guy Foster, chief strategist at RBC Brewin Dolphin; and George Fox, who is part of the Merlin multi-manager team at Jupiter, speak with FT Adviser's senior investment editor David Thorpe on the role property can play in client portfolios. 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.

  8. Jul 10

    Advice gap is widening because there’s too much for IFAs to do

    Nearly 40 years since Big Bang, almost 2 decades since the Retail Distribution Review and 10 years since the Brexit vote, and we have a problem: the advice gap is only getting bigger.  As Britons increasingly sit on valuable property wealth, grapple with inheritance tax and worry about funding their later lives, we all feel the need for professional advice has never been clearer. But what is the data telling us?  In this episode of the FT Adviser podcast, Lorna Whalley, director – adviser platform, wealth from Aviva talks about the findings of their latest adviser research. 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.

    Advice gap is widening because there’s too much for IFAs to do
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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.

Information

  • Creator
    FTAdviser
  • Years Active
    2018 - 2026
  • Episodes
    494
  • Rating
    Clean
  • Copyright
    © a3fbe7a0-0e46-11f0-84c8-f7b43ce9a54c
  • Show Website
    FT Adviser

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