Episodios

  • The Advice Gap 2024
    Jul 9 2024

    The 2024 Advice Gap report is the definitive guide to the advice market, the dynamics of the sector and the impact of the FCA's Consumer Duty. Co-author and colleague Mike Barrett is here to explain all. You can download a copy of the report here The Advice Gap 2024 - The Lang Cat

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    37 m
  • A blueprint to fix the UK's pension system
    Jun 22 2024

    Michael Johnson sets out a radical and thought-provoking vision for reform of the UK's state, workplace and individual pensions, with a view to simplicity and long-term sustainability. Pensions: a vision for the future - Social Market Foundation. (smf.co.uk)

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    1 h y 23 m
  • What's the next government got planned for our income and savings
    Jun 17 2024

    My colleague Alison Gay and I review the party manifestos published to date and consider the key personal finance promises

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    33 m
  • Letters of Authority, the worst pension admin problem that isn't being fixed
    Jun 11 2024

    Scott Phillips of the Pension Lab joins me to talk about Dashboards, the surprisingly dysfunctional LOA system and what some in the industry are trying to do about it

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    23 m
  • Election pensions
    Jun 6 2024

    Rachel Vahey of AJ Bell talks with me about the Triple Lock, the LTA, Pension Freedoms and the advice/guidance boundary review

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    42 m
  • Financial advice firms, recruitment, AI, DEI
    May 31 2024

    FT Adviser editor Simoney Kyriakou and the future for financial advice firms

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    36 m
  • Everything you ever wanted to know about getting rid of the Lifetime Allowance but were afraid to ask
    May 23 2024

    What should have been simple has proved to be anything but; HMRC has created a new way to inflict misery on unsuspecting pension savers. Jon Greer from Quilter gently explains everything we need to know. We also discuss what a new Labour government might do with the rules.

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    54 m
  • Collective Defined Contribution schemes are going to save pensions
    Mar 14 2024

    Adrian Boulding makes a compelling case, not just why CDC schemes are a good idea but also, crucially how they are actually going to happen

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    48 m