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  • How the government is reshaping the UK's pension system
    2024/11/21

    The Government has BIG PLANS for pensions, after the Chancellor's Mansion House speech we got to see a clearer picture of where they want to take us. Redington's brilliant Russell Wright joins me to reflect on the Value for Money framework and how it intersects with this next round of consultations...

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    47 分
  • The model portfolio episode
    2024/11/19

    Alex Funk of Portfoliometrix and I discuss the world of DFMs and MPS, and the implications of the Budget and the US Trumpquake

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    39 分
  • News round up and an interview with IFA Nicola Ellis
    2024/10/23

    A quick round up of all the many current retail financial services policy initiatives and a chat with IFA and cash-flow modelling aficionado Nicola Ellis of Wellington Wealth

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    39 分
  • A cornucopia of pension news
    2024/10/04

    Nathan Long of HL joins me for a rich feast of pension news: party conferences, the Value for Money framework, the government pensions review, the latest FCA data and a look ahead to the Budget.

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    48 分
  • The Behavioural Economics episode
    2024/10/02

    Ryan Murphy of Morningstar talks through with me behavioural theory and some of the practical insights that can lead to better investing outcomes

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    39 分
  • Financial Advice in a Consumer Duty world
    2024/08/29

    ...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands

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    35 分
  • Will pensions be Dashboard ready? Data quality, member ID and false passports
    2024/08/23

    James Slevin of Target (targetprofessional.co.uk) joins me to discuss the challenges of pension scheme data management, the pension dashboard, member identification and...how to get a false passport...

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    31 分
  • Adequacy and resilience - what are we aiming for?
    2024/08/13

    The excellent Nathan Long of Hargreaves Lansdown talks through with me the Government's pension review, retirement adequacy and its complexities, financial resilience and the work they've done tracking it and we finish with a look ahead to the Budget on 30th October.

    HL Savings and Resilience Barometer | July 2024 | HL

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    51 分