Fund Your Retirement Podcast

Lee Cleasby from Fund Your Retirement
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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

  1. FYR078 Navigating Pensions with Scottish Widows Stuart Hopley

    OCT 12

    FYR078 Navigating Pensions with Scottish Widows Stuart Hopley

    In this episode of the Fund Retirement Podcast, host Lee chats with Stuart Hopley, Relationship Director at Scottish Widows. Stuart discusses his unexpected journey into the pensions industry and addresses the major challenges people face with pensions in the UK, including system complexity and a lack of a saving culture. He offers practical advice on tracking down old pensions, the implications of the new pension dashboard, and the importance of regular contributions. The conversation touches on financial education, the challenges faced by the self-employed, and the role of employers in supporting their employees' financial futures. Stuart also shares innovative ideas to engage people in pensions, utilizing social media, gamification, and webinars. Detailed discussions on the importance of pension nominations, the role of financial advice, and practical steps for retirement planning make this episode a must-listen for anyone looking to secure their financial future. Timestamps: 00:28 Understanding Pension Challenges 00:39 Practical Pension Advice 00:49 Financial Education and Employer Support 00:55 Engaging with Pensions: Social Media and Gamification 01:03 Starting the Conversation with Stuart 01:23 Stuart's Career Journey 03:57 The Complexity of Pensions 06:23 Tracking Down Old Pensions 07:28 The Pension Dashboard: A Game Changer 10:46 The Issue of Lost Pensions 12:25 Supporting the Self-Employed 14:38 Pension Awareness and Engagement 23:20 Innovations in Pension Engagement 26:00 The Role of Social Media 28:18 Employer Innovations and Support 28:58 Employer Advocacy and Social Media Trust 30:25 The Future of Pensions and Digitalization 30:55 Gamification in Pension Engagement 36:41 Financial Education and Awareness 42:07 The Importance of Nomination of Beneficiary 45:44 Retirement Planning and Employer Support 48:55 The Role of Financial Advice in Retirement 51:12 Closing Reflections and Quick Fire Questions Hope you enjoy this episode and have a wonderful day. Guest Links & Resources: Stuart Hopely LinkedIn profile: https://uk.linkedin.com/in/stuart-hopley-6ab34124   Sottish Widows Pension Mirror Game: https://www.pensionmirror.co.uk/ Scottish Widows Job Dash Game: https://www.scottishwidowsjobdash.co.uk/   Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    57 min
  2. ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05)

    AUG 23

    ILT013 From Rothschild to James Hambro: A Journey in Investment Management with Nicola Barber (S2 EP05)

    In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard welcome Nicola Barber, an experienced equity investor and portfolio manager with over 35 years in the industry. Nicola shares her unique career journey that began at Rothschild without a university degree and traversed through notable firms such as Barings and James Hambro Partners. The discussion includes insights into her role in managing charities' investments, her approach to navigating the ever-changing markets, and the impact of technology and regulation on investment strategies. Nicola also reflects on the pivotal moments and achievements in her career and offers advice for aspiring professionals in the finance sector. Timestamps: 01:44 Meet Nicola Barber 02:39 Nicola's Early Career 03:59 Challenges and Opportunities at Rothschild 06:49 Understanding Livery Companies 09:25 Career Transitions and Insights 17:42 Joining James Hambro & Partners 22:55 Reflecting on Career Challenges 23:48 Insights into the World of Charities 27:14 Managing Multi-Asset Portfolios 29:39 A Day in the Life of an Investment Partner 34:33 Navigating the UK Market 38:43 Proudest Career Achievements 40:02 Advice to the Younger Generation 40:44 Book and Podcast Recommendations If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources:  Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement

    44 min
  3. ILT012 Navigating Careers and Capital Markets: Insights with Malar Velaigam (S2 EP04)

    MAY 11

    ILT012 Navigating Careers and Capital Markets: Insights with Malar Velaigam (S2 EP04)

    In this episode of 'Investing for the Long Term,' hosted by Judith McKenzie Head of Downing Fund Managers and Rosemary Banyard consultant to Downing Fund Managers, the focus is on Malar Velaigam, a director at Dowgate Capital with over 15 years of experience in the capital markets. The conversation delves into Malar's unique career journey from corporate finance in Malaysia to her significant roles in London. They discuss challenges faced by boards, the importance of board composition, and Malar's transition to broking and her first non-executive directorship. The episode also highlights the need for better financial education and market savvy within boards, the state of the UK stock market, and Malar's passion for stocks and growth investing. Insightful commentary is provided on improving market conditions and fostering a more innovative and supportive financial industry. Timestamps: 00:00 Introduction 01:46 Malar's Career Journey 03:22 Transition to Journalism 03:52 Life in London and Career Shifts 05:59 Joining the Broking World 07:09 Balancing Career and Family 08:08 Excitement of Covering Tech 10:08 Investment Mindset Differences 11:52 Financial Education for Youth 13:42 Challenges in Broking 17:40 Importance of Board Composition 20:47 First Non-Executive Directorship 22:58 Balancing Board Skillsets 23:31 Importance of Board Cohesiveness 25:32 Challenges in Company Management 28:14 UK Stock Market Struggles 32:29 Proudest Career Achievement 35:12 Passion for Growth Stocks 37:38 Industry Changes and Challenges If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    41 min
  4. ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)

    FEB 8

    ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)

    In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key insights about leadership, personal relationships, and the evolution of the financial industry. Judith and Rosemary provide personal anecdotes of their professional crossroads with Jamie, adding layers to his narrative. The discussion covers significant financial events like the 1987 Big Bang, the importance of personal integrity, and how to balance career aspirations with personal ethics. Jamie also discusses his post-Brewin ventures, including his involvement in fund management boutiques and charitable work. This episode offers valuable lessons on professional growth, the power of people in business, and the significance of giving back to the community. Timestamps: 00:01 Introducing Jamie Matheson 01:40 Judith's Early Career with Jamie 03:10 Rosemary's Connection with Jamie 04:45 Jamie's Career Beginnings 05:50 Rising Through the Ranks 10:04 Leadership and Personal Relationships 11:27 Changes in the Financial Industry 14:50 Memorable Anecdotes 18:07 Challenges and Rewards of Leadership 21:48 Transition to Boutique Fund Management 23:19 Becoming Chairman of Saracen 25:15 Consolidating Boutiques: Challenges and Strategies 26:13 The Importance of People in Business 28:09 Navigating the UK Market Landscape 30:11 Passions Beyond Business: Sailing and Yachts 31:27 Involvement with HMS Victory 33:46 Qualities of a Good Board Member 35:31 Reflecting on Career Achievements 37:25 Advice for the Younger Generation 38:41 Recommended Reads and Final Thoughts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    42 min
  5. ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02)

    12/28/2024

    ILT010 Conversation with Claire Milverton, CEO of AIM listed 1spatial (S2 EP02)

    In this episode of 'Investing for the Long Term' Season 2, hosts Judith Mackenzie and Rosemary Banyard are joined by Claire Milverton, CEO of 1spatial, an AIM-listed geospatial technology company based in Cambridge. Claire discusses 1spatial's innovative solutions in location data management, her career journey, and the unique challenges and opportunities of leading a global business in the geospatial sector. The episode also delves into the importance of data accuracy, the transition from finance to CEO, and the future prospects of 1spatial. The conversation provides valuable insights into investment considerations and the evolving landscape of geospatial technology. Timestamps: 00:30 Introducing Claire Milverton, CEO of 1spatial 01:19 Background on 1spatial 02:15 Claire's Career Journey 03:42 Global Reach and Growth 04:05 Building Recurring Revenues 05:40 Challenges and Innovations 14:37 Finance Background and CEO Role 17:14 Investing in Innovation 19:03 Mentorship and Support 21:08 Work-Life Balance 23:06 Being a Listed Company 28:17 Achievements and Advice 31:39 Recommended Books and Podcasts If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Hope you enjoy this episode and have a wonderful day. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    34 min
  6. ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)

    11/24/2024

    ILT009 Insights from a Fund Management Legend, Andy Brough (Season 2 EP01)

    In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space. Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors. The discussion touches on the evolution of the investment landscape, the impact of private equity, and the importance of continuous learning and attention to detail in the field. Timestamps: 00:29 Introducing Andy Brough 01:16 Judith and Rosemary's First Encounters with Andy 04:12 Andy's Career Journey 06:03 The Evolution of Fund Management 08:43 Insights on Accounting and Fund Management 11:56 Influential Figures and Mentors 16:09 The State of the UK Market 19:10 Reflections on Government Policies 24:04 Career Achievements and Advice 27:33 The Signature Red Shirt 29:22 Recommended Reads and Final Thoughts Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    31 min
  7. FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook

    07/07/2024

    FYR076 The Art of Selecting Fund Managers with Simon Evan-Cook

    In this episode of the 'Fund Your Retirement Podcast,' host Lee interviews Simon Evan-Cook, a multi-asset fund of funds manager with over 25 years of experience. Simon shares his journey into fund management, his investment philosophy, and the key principles guiding his strategy, particularly his preference for active fund managers. He discusses the dynamic nature of fund management, how he identifies exceptional fund managers, and the importance of understanding both the art and science behind investing in funds. The conversation also touches on the pros and cons of active versus passive fund management, the impact of fund size on performance, and the emotional challenges investors might face. Simon emphasizes the value of patience, understanding market cycles, and making informed, long-term investment decisions. Timestamps: 01:40 Simon's Journey into Investing 02:50 Discovering the Passion for Fund Management 07:06 Simon's Investment Strategy 12:37 Active vs. Passive Fund Management 20:16 Screening for Fund Managers 20:22 Identifying Extreme Funds 22:54 The Hero's Journey of Funds 25:04 Holding Periods and Fund Manager Longevity 26:26 Challenges of Managing Large Funds 00:05 Understanding Fund Dynamics 31:21 Final Thoughts on Active vs Passive Investing 36:35 Book Recommendations and Closing Remarks If you like the episode, please leave us a review and subscribe for future investor interviews. Hope you enjoy this episode and have a wonderful day. Guest Links & Resources: Visit Simon's Profile on The Dowing Website Here: https://www.downing.co.uk/downing-fund-managers/vt-downing-fox-funds Join Simon's Medium mailing list: https://simonevan-cook.medium.com/ Visit Simon's Billion Dollar Book Club: https://uk.bookshop.org/lists/the-way-of-the-fox-ten-texts? Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    39 min
  8. ILT008 A Day in the Life of a Fund Manager: Season Finale Insights from Judith Mackenzie & Rosemary Banyard | Part 8

    06/23/2024

    ILT008 A Day in the Life of a Fund Manager: Season Finale Insights from Judith Mackenzie & Rosemary Banyard | Part 8

    In the final episode of the season, Judith and Rosemary delve into the intricacies of a day in the life of a fund manager. They discuss their roles and responsibilities, which include selecting and monitoring investments, communicating with shareholders, and dealing with regulatory requirements. They share insights into their typical weeks, which vary greatly and can be unpredictable due to market announcements. The episode also highlights the challenges posed by regulatory demands and the importance of long-term investment. The managers reflect on their most rewarding moments, their involvement in additional commitments such as charities, and provide advice for aspiring fund managers. The episode concludes with book and show recommendations. Timestamps: 01:24 Roles and Responsibilities of a Fund Manager 04:08 Weekly Routine and Unexpected Challenges 04:33 Research and Communication 06:44 Regulatory Demands and Governance 12:23 Working from Home and Travel 14:31 Advice for Aspiring Fund Managers 15:21 Challenges and Frustrations 18:52 Proudest Moments and Giving Back 23:53 Career Path and Opportunities 27:16 Book and Podcast Recommendations 31:30 Conclusion and Season Wrap-Up Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources:  Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Vassal States by Angus Hanton: https://www.amazon.co.uk/Vassal-State-America-Runs-Britain/dp/1800753888 Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

    32 min
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About

The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.

Information

  • Creator
    Lee Cleasby from Fund Your Retirement
  • Years Active
    2020 - 2025
  • Episodes
    91
  • Rating
    Clean
  • Copyright
    ©2023 Fund Your Retirement
  • Show Website
    Fund Your Retirement Podcast

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