FT Adviser

Episodet

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  The double risk facing young people in Britain 11.09.2026 22min

  This episode of Margin Notes looks at the risk affecting young people in Britain today - a double risk, if you like - of rising youth unemployment and low financial resilience among school and college leavers. When these two risks combine, what is the likely outcome for young people? FT Adviser editor Simoney Kyriakou talks to Lucy McIlroy, a philosophy and language student at Exeter University who has also been doing work experience on FT Adviser. 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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  How authoritarian regimes are exploiting the UN SDGs 08.09.2026 33min

  Authoritarian regimes with appalling human rights and dire environmental practices have been abusing the UN sustainable development goals to secure foreign direct investment.This is the claim made by the Human Rights Foundation after years of research into some of the least democratic regimes where, despite known issues, foreign investment has been growing.On this latest Margin Notes podcast, one of the report’s authors, Sergei Korotkov, an international legal associate with the Human Rights Foundation, talks about why it should matter to investors that these emerging markets countries are finding loopholes or paying mere lip service to sustainability.  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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  What happens to your business when the money runs out? 04.09.2026 23min

  Being an entrepreneur is always a risky business but for millions of self-employed people in Britain, owning their own business is not just a revenue stream but a life goal. But what happens when the money runs out? This is a question that is relevant not just to small businesses but also to large ones. How can owners mitigate these risks, or is insolvency the only solution? Joining us on this episode is licensed insolvency practitioner Julie Palmer, managing partner for the south-west region at BTG. 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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  How to stop people walking away from advice 23.08.2026 30min

  “At the very point where people need advice, they walk away from it”. This was a stark point made by Gillian Hepburn, head of UK adviser solutions and sales for Vanguard, on the latest episode of Tea with the FTA.Speaking to co-hosts Vanessa Barnes, founder of Hannay Wealth, and FT Adviser editor Simoney Kyriakou, Hepburn expressed her hope that targeted support and simplified advice would be a “stepping stone to full advice”.This might help people who have never had advice and who need help investing.However, she said she was always struck by how many people have experience of financial planning and have just “left”, particularly widows who, at the point when they most need help, leave their husbands’ former financial advisers.“I talk a lot about the situation where too many widows leave the adviser and you have to hope they go somewhere else,” she said.During the discussion, which is the last in the six-part mini-series, Hepburn said it was important for the financial services industry as a whole to help the millions of people who could pay for advice, but currently do not, understand the value of such a service.FT Adviser and the Women’s Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.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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  How to improve the legacy you build within your firm 22.08.2026 28min

  Companies that fail to get the culture right will fail to hire the right candidates to help the business grow and succeed, according to Jenny Segal, founder of Speaking with Images.Segal, a former actuary and asset management salesperson who has now authored several books, said it was important to understand the positive impact on a company’s financials of having a great workplace culture.Speaking on the latest Tea with the FTA mini-series, Segal said it was clear that if we love what we do and see the purpose in what we do, then we will perform better.Conversely, if there are terrible cultures, there is the cost of having to rehire and retrain.“It’s one of these perfect things, where doing the right thing results in a better outcome,” she told co-hosts Vanessa Barnes, founder of Hannay Wealth, and Simoney Kyriakou, editor of FT Adviser.Barnes pointed out that a discernibly “elbowy, aggressive culture” of a firm can put off both men and women from even applying.“But if we get the firm’s culture right, this brings its own rewards,” Segal added.FT Adviser and the Women’s Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.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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  How mentors and role models will inspire the next generation 21.08.2026 29min

  “She just blew me away and that was day one.” Gabrielle Beaumont still remembers the impact of seeing a “formidable lady” in a senior role as she discusses the importance of visible female role models to inspire the next generation.Beaumont, chief executive of One Four Nine, told Tea with the FTA about how role models are invaluable and have a big influence, but questioned how to get those role models out into the profession.Vanessa Barnes, co-host of Tea with the FTA and founder of Hannay Wealth, said advisers need to get better at showcasing the profession to show off role models.“We need to be better at using social media ourselves, so that we push out the rubbish and then actually land what we [advisers] look like and what it [the profession] looks like,” Barnes explained.In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector.Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study.Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning.FT Adviser and the Women’s Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.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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  How well has the financial advice profession marketed itself? 20.08.2026 26min

  Marketing properly to two-thirds of the UK’s wealth owners is not a nice-to-have: it’s a commercial necessity.This is the view of Claire Blackwell, co-founder of The Next Stage. Blackwell has more than 25 years’ experience helping financial services organisations grow responsibly through stronger client outcomes, governance and strategy.She said over her years in financial services, she has experienced how products have been created and marketed “relatively cheaply” but almost in a “lazy way” that does not consider the potential full spectrum of advised clients.Blackwell told Tea with the FTA: “The marketing feels masculine, it feels just for the wealthy.“And then when it comes to marketing to women, the attitude has been to ‘pink it and shrink it’.”But when it comes to advice and money, people don’t want to see something that has been rolled in pink and glitter.The products and the quality of service should be the same; but what needs to change is the way in which this is marketed to different sectors, and when.FT Adviser and the Women’s Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.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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  A maths thing, a money thing or a people thing? 19.08.2026 29min

  Charlotte Wheeler, senior wealth manager at JPMorgan PI, and a member of the Chartered Insurance Institute’s New Generation Programme, told Tea with the FTA about her pathway into the profession.She said her experience had been extremely positive, and the women she knows in the profession talk about how they are “helping people and empowering people” with such excitement.But, she said: “There is so much more we can do to help drive more women into financial services.“In my role, a lot of female customers ask specifically for a woman.“The stat [from the FCA] says around 18 to 19 per cent of advisers are women currently, so there is so much more we can do . . . to even out the playing field.”Vanessa Barnes, co-host of Tea with the FTA with editor Simoney Kyriakou, and founder of Hannay Wealth, spoke about the research done with the Women’s Wealth Alliance in 2025, which showed that 93 per cent of women already working in financial services absolutely love their careers.In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector.Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study.Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning.FT Adviser and the Women’s Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.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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  Here's how financial services can address the advice gap and help women join the profession 18.08.2026 21min

  "Any actions need to be data-led” when it comes to tackling the advice gap and helping more women to join the financial services profession.This was one of the key principles that underlined the Women’s Wealth Alliance’s 2025 survey of women, their perception of the advice profession, and their careers within financial services.Talking to FT Adviser editor Simoney Kyriakou and Vanessa Barnes, founder of Hannay Wealth and chair of the Women’s Wealth Alliance on the inaugural Tea with the FTA vodcast, Emma Bull, head of engagement at the Consumer Duty Alliance, explained why the WWA was launched.In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector.Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study.Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning.FT Adviser and the Women’s Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.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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  ‘Manual pension transfers are slow, costly and prone to error’ 31.07.2026 19min

  Pathfinder is a master-trust-led steering group set up to explore ways to improve pension transfers for savers and support a more scalable transfer process across the workplace pensions market.Speaking with two members of Pathfinder, Sue Whittington, chief operating officer at Smart Pension, and Angela Staral, chief operating officer at People’s Pension, FT Adviser's Sonia Rach dives into the current issues facing pension transfers and how the Pathfinder initiative hopes to modernise the process.FT Adviser is currently running its Tidy Up Transfers campaign in a push to clean up pension transfer processes.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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  Risk-reward balance: investors now battling with multiple uncertainties 30.07.2026 23min

  FT Adviser’s Simoney Kyriakou speaks to Violeta Todorova, senior research analyst at Leverage Shares, about the risk-reward balance. Tune in to hear more about the importance of a long-term perspective and the potential for continued growth in equity markets.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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  What will Burnham's government mean for taxes? 24.07.2026 26min

  In this episode of the FT Adviser podcast Antonia Medlicott, founder of Investing Insiders and The Times columnist, and Harry Woolman, global capital markets associate at Validus, join reporter Hereward Mills to discuss tax speculation, fiscal headroom and the pressures facing new prime minister Andy Burnham.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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  New property opportunities enable investors to target growth as well as income 17.07.2026 31min

  When allocating to property funds, investors have typically focused on the income potential, but the evolution of the asset class means growth potential increasingly exists, according to the guests on the latest FT Adviser podcast.Marcus Phayre-Mudge, head of property investment at Columbia Threadneedle; Guy Foster, chief strategist at RBC Brewin Dolphin; and George Fox, who is part of the Merlin multi-manager team at Jupiter, speak with FT Adviser's senior investment editor David Thorpe on the role property can play in client portfolios.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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  Advice gap is widening because there’s too much for IFAs to do 10.07.2026 18min

  Nearly 40 years since Big Bang, almost 2 decades since the Retail Distribution Review and 10 years since the Brexit vote, and we have a problem: the advice gap is only getting bigger. As Britons increasingly sit on valuable property wealth, grapple with inheritance tax and worry about funding their later lives, we all feel the need for professional advice has never been clearer. But what is the data telling us? In this episode of the FT Adviser podcast, Lorna Whalley, director – adviser platform, wealth from Aviva talks about the findings of their latest adviser research.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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  Can we define quality stocks in an era of change? 03.07.2026 31min

  How investors think about a quality company in an era of rapid technological and geopolitical change varies. But can we define quality? This was among the topics discussed on this episode of the FT Adviser podcast.The guests, Columbia Threadneedle's Keith Balmer, Evelyn Partners' James Burns and Aviva Investors' Richard Saldanha, also discussed the challenge of building diversification within an equity allocation and whether there is value in UK equities right now.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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  Leaving Russia: How waging its war has undone years of reforms 26.06.2026 30min

  On this episode of Margin Notes, author and financial journalist Jason Corcoran talks to editor Simoney Kyriakou about the risk of having invested in Russia - and the risk to Russia itself as a result of Vladimir Putin’s war on Ukraine. Corcoran, a former FT Adviser colleague, joined Financial News as head of asset management before being sent to Moscow as their correspondent in 2006, before working for Bloomberg and others in the Russian capital. That is, until the war in Ukraine forced him and his family to move to Ireland. His new book, Leaving Russia: howPutin forced a nation’s future to flee, is out now.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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  Exclusive: Why now is the right time for FCA's mortgage review 19.06.2026 19min

  The FCA is looking to widen mortgage access for the self-employed, older borrowers, and those who may be paid in other currencies. But why now? We sat down with the FCA's director of retail banking Emad Aladhal, who shared the regulator's thinking behind the latest mortgage review.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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  Is there a risk of buyer's remorse with AI? 12.06.2026 34min

  A hype has built up around AI in advice businesses and with that comes the risk of buyer's remorse. FT Adviser reporter Hereward Mills chats to Damian Davies, head of engagement at The Timebank, and Peter McGahan, chief executive of Worldwide Financial Planning, about the risks around AI and how to ensure the technology fits your business.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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  Why are transfers still broken in 2026? 05.06.2026 22min

  The challenge of managing multiple pension pots is becoming increasingly common. Lisa Picardo, chief business officer at PensionBee, and Andrew Marker, chair of the cross-industry initiative Star, join deputy news editor Sonia Rach to discuss why pension transfers remain a critical part of improving engagement with retirement savings — and where the system is still falling short.The group also look at the current problems facing pension transfers and the barriers that can prevent savers from consolidating their pensions. Read more on the topic through FT Adviser's campaign: Tidy Up Transfers. 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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  Why the FCA is looking at bereavement now 29.05.2026 24min

  Delays to transfers and confusing correspondence are just some of the reasons why the Financial Conduct Authority has turned its attention to bereaved clients.The FCA is reviewing how advisers and platforms handle bereaved customers, looking at service levels, fees and support offered.In an exclusive interview with FT Adviser, Kate Tuckley, head of department, consumer investments at the FCA, said the regulator was looking at processes from end to end in this space to improve client outcomes.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.