Episodios

  • IFA consolidation has slowed white-labelling trend
    Apr 9 2024

    In this episode of The Advice Show, intermediary distribution director at Scottish Widows, Ranila Ravi-Burslem, talks about the trend of advice firms ‘white-labelling’ their platforms. Ravi-Burslem ponders why the trend has slowed in the advice market over the past year, the challenges facing advice firms – and why she believes the regulatory focus on platforms ‘double dipping’ will die down.

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    24 m
  • Waspi compensation and the gender pension gap
    Mar 28 2024

    Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would have happened in 2024 , and what the government could have done differently.

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    33 m
  • SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
    Mar 28 2024

    In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in its sector-wide review of retirement income advice.

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    41 m
  • Everything IFAs need to know about the LTA abolition
    Mar 22 2024

    Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses how different clients will be impacted, the impact on death benefits, and more.

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    32 m
  • Spring Budget recap with Matthew Pescott Frost
    Mar 14 2024

    In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost, owner of Suffolk-based advice firm Matthew Douglas.

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    30 m
  • 'Huge flaw’ in FCA simplified advice
    Mar 8 2024

    Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dipping

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    26 m
  • Lamb and the missing monkey
    Feb 29 2024

    How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while they can.

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    27 m
  • Transformation in platforms and Nucleus’ replatforming challenge
    Feb 21 2024

    In this episode of The Advice Show, Fundscape CEO Bella Caridade-Ferreira joins NMA’s reporters for a wide-reaching discussion about the future of platforms, the sector’s recovery after a difficult 2023 – and why she thinks Nucleus’ replatforming could take longer than the business anticipates. Plus, Caridade-Ferreira reveals which platforms she predicts will top the growth charts in 2024.

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    29 m