FTAdviser Podcast

FTAdviser
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FTAdviser Podcast

FTAdviser 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 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.

  1. How to navigate the latest IHT changes

    5일 전

    How to navigate the latest IHT changes

    We've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this podcast, which qualifies for 30 minutes CPD, editor Simoney Kyriakou is joined by Jack Rose, head of sales for Triple Point, and Diana French, the retail strategy director.  By the end of this 30 minute podcast, you should be able to: Outline the biggest changes to tax policy from the Budget; explain how the changes affect IHT planning; and describe some of the ways that VCTS are being used for investment portfolios. Hosted on Acast. See acast.com/privacy for more information.

    36분
  2. What 2025 will have in store for platforms

    1월 24일

    What 2025 will have in store for platforms

    FT Adviser's Tara O'Connor speaks to Steve Croucher from Winterflood Business Services and Alex Cowan-Sanluis from Platform One about AI, competition and service in the adviser platform market in 2025. Hosted on Acast. See acast.com/privacy for more information.

    30분
  3. Let's fix letters of authority in 2025

    1월 17일

    Let's fix letters of authority in 2025

    Letters of Authority are still the bane of advisers and clients. Even pledges during the pandemic years to improve automation and processing times have fallen by the wayside, as some advisers have reported to FT Adviser delays of months - six months in once case - in getting clients transferred to and set up with providers, due to issues caused by delays in letters of authority. 2025 must be the year when this appalling lack of service and outdated processing comes to an end. And here to talk with FT Adviser's Simoney Kyriakou about their campaign is Scott Phillips, founder and chief of The Pension Lab and one of the founder members of The Fix LoA (Letters of Authority) Action Group - FLAG for short.   Hosted on Acast. See acast.com/privacy for more information.

    28분
  4. No rate war on the horizon

    1월 13일

    No rate war on the horizon

    Key moments for house buying, such as April's stamp duty change, are often preceded by mortgage lenders cutting rates in a battle for business. But not this year, according to the guests on this episode of the FT Adviser In Focus podcast. Ben Perks, managing director of Orchard Financial Advisers, Justin Moy, managing director of EHF Mortgages, and Kelsey Phillips, head of specialist lending at Arose Finance, discuss the year ahead for property. Hosted on Acast. See acast.com/privacy for more information.

    32분
  5. Markets risk complacency on the Trump trade

    1월 10일

    Markets risk complacency on the Trump trade

    In this episode of the FT Adviser podcast we look at the year ahead for investments and explore the potential impact of monetary policy, president Trump and geo-politics on global markets and asset classes. The guests are Mitch Reznick, head of fixed income at Federated Hermes Limited, Neil Goddin, head of equities and multi-asset at Aegon Asset Management, and George Fox from the Merlin multi-asset team. Hosted on Acast. See acast.com/privacy for more information.

    31분
  6. What the Budget has meant for first time buyers

    2024. 12. 13.

    What the Budget has meant for first time buyers

    In her maiden Budget, Rachel Reeves announced she would not be extending stamp duty thresholds for first time buyers nor did she increase the Lifetime Isa cap. FT Adviser senior reporter Alina Khan speaks to Brian Byrnes, head of personal finance at Moneybox, Ray Boulger, senior mortgage technical manager at John Charcoal, and Danny Norris, mortgage and protection specialist at Premier Property Solutions, to find out how first time buyers will be impacted and what can be done to get more people on the property ladder. Hosted on Acast. See acast.com/privacy for more information.

    35분
  7. Living with Parkinson’s disease

    2024. 12. 06.

    Living with Parkinson’s disease

    In this edition of the editor’s podcast, which qualifies for 30 minutes of CPD, Simoney Kyriakou speaks to Gary Shaughnessy, former chief executive of Zurich’s European Business, about the challenges and myths around Parkinson’s disease. Shaughnessy was diagnosed with Parkinson’s in 2015 and has since been a voracious campaigner for Parkinson’s UK, earning a CBE for his work on its board and chairing the charitable Z Zurich foundation.  Hosted on Acast. See acast.com/privacy for more information.

    31분
  8. There are so many different issues that sit under the term 'service'

    2024. 11. 28.

    There are so many different issues that sit under the term 'service'

    Financial services companies are an extremely mixed bunch when it comes to service. Provider service levels have been exceptionally high for some, and abysmal for others, across all sectors: platforms, pensions, investments, mortgages and everything in between. Here to join us to discuss all things service is Steve Nelson, insight director for the Lang Cat consultancy, which has just released its own research into provider service (November 29). Hosted on Acast. See acast.com/privacy for more information.

    34분
모두 보기(408개)

소개

FTAdviser 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 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.

정보

  • 제작진
    FTAdviser
  • 방송 연도
    2018년 - 2025년
  • 에피소드
    408
  • 등급
    전체 연령 사용가
  • 저작권
    © The Financial Times Limited
  • 웹사이트 보기
    FTAdviser Podcast

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