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FTAdviser Podcast

What does 2024 have in store for advisers?

2023 saw plenty of upheaval in the financial advice sector, with consolidation continuing and with regulatory changes from the consumer duty to simplified advice. It was also a year of rising interest rates.

This week FT Adviser deputy editor Damian Fantato is joined by news editor Amy Austin, deputy news editor Sonia Rach and reporter Tara O'Conner to reflect on the year which has just ended and discuss what 2024 might have in store.

They discuss the looming lifetime allowance changes, how the advice-guidance boundary proposals which were announced in December will take shape and the macroeconomic outlook for the coming year.

The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.

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    In this edition of the editor’s podcast, which qualifies for 30 minutes of CPD, Simoney Kyriakou speaks to Gary Shaughnessy, former chief executive of Zurich’s European Business, about the challenges and myths around Parkinson’s disease.Shaughnessy was diagnosed with Parkinson’s in 2015 and has since been a voracious campaigner for Parkinson’s UK, earning a CBE for his work on its board and chairing the charitable Z Zurich foundation. 
  • There are so many different issues that sit under the term 'service'

    33:38|
    Financial services companies are an extremely mixed bunch when it comes to service. Provider service levels have been exceptionally high for some, and abysmal for others, across all sectors: platforms, pensions, investments, mortgages and everything in between. Here to join us to discuss all things service is Steve Nelson, insight director for the Lang Cat consultancy, which has just released its own research into provider service (November 29).
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    36:04|
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  • What has been getting under advisers' skin this year?

    31:46|
    One of the places advisers and brokers love to discuss the big issues that are affecting them and their clients is on the Cherry Forum. Joining FT Adviser editor Simoney Kyriakou on the latest Editor's Podcast, Silas Lees, founder of WiggyWam and sales director for the Cherry Forum, talks about service, technology and mental health: three huge topics advisers have been discussing over 2024.
  • How Labour's Budget has changed financial planning

    26:05|
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    26:33|
    The Financial Conduct Authority is reviewing consolidation in the financial advice market and has sent a portfolio letter to advisers. But what could the consolidation review entail, when will we see the outcomes of the FCA's ongoing advice review, and how can the FCA work better with advisers in these areas?Amy Austin, news editor at FT Adviser, discusses the regulator's latest push with Rachel Harte, co-founder and director of Money First Aid, and Simon Harrington, head of public affairs at Pimfa.
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    22:14|
    Labour's first Budget in 14 years was “long” and “targeted”, according to this week's guests Caroline Le Jeune, private client tax partner at RSM UK, and Claire Trott, divisional director for retirement and holistic planning at SJP. They discuss the impact the budget would have on people's finances and why the government might have failed to consider 'behavioural change'.
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    23:45|
    The latest edition of the FT Adviser podcast explores the case for investing in technology stocks right now, and whether the best way to do this is via a dedicated technology fund.Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Hawtin, who runs the Liontrust Global Alpha fund, Fahad Hassan, chief investment officer at Albemarle Street Partners, and Alex Illingworth founder and fund manager at Goshawk Asset Management.