Abraham and Philippa delve into the details about:

Abraham and Owen have an energetic discussion, diving into:

- He unpacks the details of Neil Woodford’s early life and his downfall

- The FCA loophole which existed which enabled Woodford

- The wider lessons for investors

- The role of journalists – were they a part in hyping up Woodford to be ‘the man who couldn’t stop making money’?

- 2 years on and the questions that remain unanswered– was it really built on a lie?

- Woodford’s comeback…

Abraham and Owen have an energetic discussion, diving into:

              - He unpacks the details of Neil Woodford’s early life and his downfall

              - The FCA loophole which existed which enabled Woodford

              - The wider lessons for investors

              - The role of journalists – were they a part in hyping up Woodford to be ‘the man who couldn’t stop making money’?

              - 2 years on and the questions that remain unanswered– was it really built on a lie?

              - Woodford’s comeback…

Abraham and Ola have an insightful discussion, going into the details about:

Abraham and Bella dive into the nitty gritty of:

Abraham and Sean delve into the details on:

- Sean’s role as Managing Director, Europe at Vanguard and his career to date

- An overview of Vanguard’s business in Europe today

- The driver behind Vanguard’s foray into financial advice

- Why Vanguard’s investment approach is proving so popular

- The 10th anniversary of LifeStrategy Funds – and the secret behind their success...

- What’s in the pipeline for Vanguard

- Sean’s investment strategy and plans for retirement

Abraham and Rowena get straight to the point in this episode, covering:

- Rowena’s background and work at the Institute for Fiscal Studies

- What made her decide to take on her research and what the biggest revelation has been

- Her recent involvement with the paper on, ‘When should individuals save for retirement? Predictions from an economic model of household saving behaviour’.

       - Delving into the details of the lifecycle model and what this really means

       - The power of habit

       - A parent’s approach to retirement and impact of kids leaving home

- The interplay between student loans, employer and employee pension contributions, and the uncertainty of earning pattern over once working career.

- Whether you can pinpoint one saving strategy for all…

- Her single biggest concern relating to retirement and the patterns associated with it today

Abraham and David dive into the nitty gritty of:

SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode: 

- How many pieces of tech advisers need, and the lack of seamless integration on the market

- How Timeline is rebuilding the adviser tech stack to save advisers time, risk and cost AND deliver better client outcomes.

- Reducing the cost of investing for the client through Evidence Based Investing and why it is the most effective way to capture returns.

- BIG NEWS: The powerful combination of Timeline’s planning tools and Betafolio’s investment prowess as a single, combined proposition that delights advisers and their clients.

Abraham and Rebecca have an interesting discussion about:

- Rebecca’s career at Balance: Wealth Planning, and insight into her personal journey that led to her starting the firm

- Where she is in terms of people clients, and financial metrics

- Since Balance started it’s grown incredibly fast, Rebecca explains the key drivers behind this

- The significance of fees, and why they shouldn’t be adjusted to the client’s budget

- What the investment process looks like today, including whether to outsource or build things internally, and what the pros and cons are to each approach

- Rebecca’s single biggest bug bear about the profession

- Rebecca’s personal approach to retirement