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FTAdviser Podcast
FTAdviser
455 episodes
1 week ago

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.

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All content for FTAdviser Podcast is the property of FTAdviser and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Business News
Business,
Investing,
News
Episodes (20/455)
FTAdviser Podcast
The stories that have kept us busy in 2025

In this final episode of the FT Adviser Margin Notes podcast of 2025, FT Adviser's editor Simoney Kyriakou chats with news editor Amy Austin and deputy features editor Ima Jackson-Obot about the stories that made the headlines and those that deserved deeper digging over the course of the year.



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.

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1 week ago
35 minutes 56 seconds

FTAdviser Podcast
What does the regulator expect from adviser acquisitions?
In this episode of the FT Adviser podcast, senior features reporter Chloe Cheung chats to Mark Spiers, managing partner at Ocorian, and Donald Reid, co-founder of Solve Partners, about the Financial Conduct Authority’s findings in its latest consolidation review, where culture was high up on the agenda.

Hosted on Acast. See acast.com/privacy for more information.

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2 weeks ago
38 minutes 30 seconds

FTAdviser Podcast
Why have young people developed a nihilism around the state pension?
There is a widespread belief that there will no longer be a state pension in the future, which has emerged among young people. This is one of the beliefs that Young Money blog founder Iona Bain has noticed developing among generation Z and millennials, as she tells FT Adviser editor Simoney Kyriakou.

Hosted on Acast. See acast.com/privacy for more information.

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3 weeks ago
29 minutes 19 seconds

FTAdviser Podcast
What will Budget 2025 mean for advisers and their clients?
In this special Budget edition of the FT Adviser podcast news editor Amy Austin chats to Claire Trott, head of advice at SJP, Andrew Tully, technical services director at Nucleus, Eamonn Prendergast, chartered financial planner at Planatir Financial Planning, and Ian Cook, chartered financial planner at Quilter Cheviot Financial Planning, about the likely impact the Chancellor's second Budget will have on the advice industry.

Hosted on Acast. See acast.com/privacy for more information.

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4 weeks ago
23 minutes 55 seconds

FTAdviser Podcast
'This generation is on the cusp of changing dementia for good'
Dementia is one of the world's biggest killers, and perhaps one of the biggest thieves, stealing people's loved ones even before they pass away. But progress has been made in diagnosis, treatments and tests, thanks in large part to the work of Alzheimer's Society. On this year's Day for Dementia, part of the Insurance United Against Dementia Campaign (November 27), Dr Richard Oakley of Alzheimer's Society talks to editor Simoney Kyriakou of the Society's vision. This vision is for a world where dementia no longer devastates lives, aiming for Alzheimer’s disease to become a chronic condition, like diabetes or HIV, by 2050, allowing people to live a good quality of life and die with but not from the disease.

Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
27 minutes 31 seconds

FTAdviser Podcast
Why advice firms should pay attention to AI compliance
FT Adviser's Amy Austin speaks to Helena Wardle, founder and chief executive at Money Means, Joseph Twigg, chief executive of Aveni and Dickon Johnstone chief executive of Themis about how AI is being deployed and what this means for AI compliance.

Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
20 minutes 26 seconds

FTAdviser Podcast
How educating Gen Z differs from advising the older generation

High taxation, stagnant wages and house price inflation are all challenges facing Gen Z, which is why financial education around investing and how wealth is passed down is important.


FT Adviser senior editor Simoney Kyriakou speaks to Malvee Vaja, a chartered financial planner working within the Rathbones Advice team, and intern Hereward Mills bout how this is changing advice processes and why more education is needed in schools.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
26 minutes 14 seconds

FTAdviser Podcast
Will the government meet its housebuilding targets?

One of the most eye-catching policy proposals made by the Labour party in the run-up to the election was their pledge to build 1.5mn houses by the end of the current parliament to address the housing shortage in the country.


In this episode of the FT Adviser podcast Aldermore managing director of property, Ross Dalzell, and Landmark Information Group divisional director of growth, Michael Holden, discuss the ambitious plans and their likely effects on the market.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
31 minutes 18 seconds

FTAdviser Podcast
How will a Fos longstop impact adviser complaints?
On this week’s episode of the FT Adviser podcast, senior reporter Alina Khan speaks to Alan Lakey, director of Highclere Financial Services, and Derek Bradley, chief executive of Panacea Adviser, about complaints cases they have come across over the years and why they underpin a real need for a Fos longstop.

Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
20 minutes 36 seconds

FTAdviser Podcast
Emerging markets - what's next
On the latest edition of the FT Adviser podcast, senior investment editor David Thorpe chats to F&C investment trust manager Paul Niven, Arbuthnot Latham head of investment research Peter Doherty and Ashoka White Oak emerging markets investment adviser Loong Lim about the prospects for the emerging markets asset class after a strong year of performance in 2025.

Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
29 minutes

FTAdviser Podcast
Why advisers increasingly look to private markets
On the latest episode of the FT Adviser podcast senior reporter Tara O'Connor chats to Wealth Club's head of investment research, Jonathan Moyes, about investors' growing interest in private markets and why he is “nervous” about the use of investment trusts as a means of accessing the market. 

Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
22 minutes 49 seconds

FTAdviser Podcast
Bond returns less likely to be influenced by duration

The guests on the latest edition of the FT Adviser podcast agree that while duration will always be a very significant arbiter of returns, it is perhaps not quite to the same extent as has been in the recent past.


George Fox from the Merlin multi-manager team at Jupiter, Mohammed Kazmi, fixed income strategist at UPB UK, and Ryan Myerberg, fixed income fund manager at Brown Advisory, discuss the yield opportunities in markets, and their view of high yield bonds.


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
34 minutes 57 seconds

FTAdviser Podcast
Why does the UK need tax reform?

Can climate justice in the UK be helped by a more efficient tax system? FT Adviser editor Simoney Kyriakou is joined by David Macdonald, founder of impact-only investment company Path Financial on the latest Margin Notes podcast. In addition to being a financial adviser, he’s a strong advocate of the need for tax reform in the UK.



Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
30 minutes 4 seconds

FTAdviser Podcast
‘We’re massively behind’ with cryptofinance
In this episode of the FT Adviser podcast deputy news editor Sonia Rach speaks to Colin Morris, investment manager at Parmenion and Daniel Parkinson, founder of The Bitcoin IFA, to discuss the FCA's recent changes to retail consumer access to crypto exchange traded notes, what this means for safeguarding and how the UK aligns with other European financial centres.

Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
22 minutes 21 seconds

FTAdviser Podcast
Time spent holding assets key to private markets investing

The most significant aspect to think about when investing in private markets is the length of time a client is able to hold the asset, according to Joan Solotar, global head of Blackstone Private Wealth.


Speaking with features editor Melanie Tringham, Solotar outlines her views on private markets and how retail investors should think about them, looking at time spent holding assets, how they perform and what place they should hold in one's portfolio.


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
21 minutes 49 seconds

FTAdviser Podcast
How has the world of employee benefits changed?
In this episode of the FT Adviser podcast Unum CEO Mark Till joins senior reporter Tom Dunstan to discuss employee benefits, how they have changed over recent years, and what could happen to them in the future.

Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
22 minutes 57 seconds

FTAdviser Podcast
FCA: Brokers have a ‘hugely important’ role in mortgage advice

Mortgage brokers and advisers have a “hugely important” role to play in helping more Britons on to the housing ladder, the FCA has said.


Speaking on the latest FT Adviser Margin Notes videocast, David Geale, the FCA’s permanent executive director for payments and digital finance, explained the reasons the regulator is looking at the future of mortgage lending in the UK.


Geale also discussed how technology and AI could be used more to help lenders and brokers in their decision-making.


He said: “We see AI developing as a tool, and that can be used in different ways. It can be used to help some people with their selection.


“It can help people in terms learning and help to identify customers who need support.”


But as well as considering how AI and technology can shape the future of the UK’s mortgage market, Geale said even if the adviser used AI to help “streamline” the process, the role of independent advisers would always be vital in delivering personalised and tailored recommendations to would-be homeowners.


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
15 minutes 19 seconds

FTAdviser Podcast
Why the Letters of Authority process needs to change


This week news editor Amy Austin speaks to Justine Pattullo, chair of Flag and representative of Pension Lab and Nick Green, strategy and proposition director at Criterion, about Letters of Authorities and what can be done to improve this process.


They looked at why the process is fraught with problems and why everyone will need to work together to see any real change.


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
25 minutes 1 second

FTAdviser Podcast
Large cap the place to be as US uncertainty grows

The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, but are cautious on the outlook for the seven stocks at the top of the index.

Alex Crooke, who runs the Bankers investment trust at Janus Henderson, Jason Da Silva, multi-asset investment strategist at Arbuthnot Latham, and Dan White, who runs the M&G North America Value fund, discuss how they are finding opportunities in a US equity market trading at record highs, but also riven with uncertainty.



Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
32 minutes 57 seconds

FTAdviser Podcast
FCA mortgage review: desires, predictions and cautions
On this episode of the FT Adviser podcast senior reporter Tom Dunstan chats to AMI head of policy Stacy Penn and St James’s Place divisional director of third party products & services, Tony Mudd, about the FCA's mortgage review, what they would like to see, what they predict will happen, and what they don't want to come out of the review.

Hosted on Acast. See acast.com/privacy for more information.

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5 months ago
25 minutes 30 seconds

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.