Cut Through the Noise

Quilter's Roddy Munro is back again to speaks to us about the increasing importance of financial advisers as the inheritance landscape changes after the Autumn Budget. He introduces their new Pension Crystallisation tool, what advisers will need to consider and what the future of inheritance planning will look like.

Henry Cobbe is back for another scintillating podcast! This time we're diving into all things MPS including how the regulator should regulate them!

Roddy Munro, head of technical sales at Quilter, speaks to us about the implications of the Autumn Budget and what advisers will need to consider in the wake of its seismic changes.

Henry Cobbe, founder and Head of Research at Elston Consulting, explains the background to the battle around investment trust disclosure, explaining what remains important and what advisers need to know, amongst all the noise and hoo-ha. 

Henry Cobbe, founder and Head of Research, at Elston Consulting, talks to Bella about the FCA's findings following its thematic review of retirement income advice, why it matters to advisers, and most importantly, what they need to do about it.

Tune into the world of innovative fund management with our latest podcast featuring Simon Evan-Cook, Manager of the VT Downing Fox funds and Citywire columnist. From simplifying portfolios to the art of fund selection, discover why Simon believes fund of funds have a valuable role to play in investment solutions for advised clients.

Cash has never been more impactful according to Glen Sweet, Head of Distribution, at Transact. Tune in as we dive into the topic of the growing importance of cash in platforms and how the way it is treated differently on different platforms can have a major impact on clients.

Jeremy Hunt appeared to do everyone a favour by signalling his intent to abolish the lifetime allowance. However, the real impact is hidden in the detail and represents a potential massive tax trap for some pensions savers. The real changes are so profound some of the old certainties of pension planning no longer apply. Roddy Munro, pensions and tax specialist at Quilter, explains how to avoid yourself and your clients falling into the Chancellor’s trap.

Neil Moles, CEO of Progeny talks to Bella Caridade-Ferreira about his plans for the future of Progeny, why he won’t be launching his own platform, and where he sees the advice market heading. He talks us through his career, starting at 16 years old with Skipton, up to present day, taking in AI, platform and why financial advice is a great place to work, on the way.

This August the headlines were full of the news that Embark is launching the Scottish Widows platform. Get ready as we unravel the decision behind Lloyds' strategic acquisition of Embark and why they now have converted it to Scottish Widows. Joining us in the studio with all the intel on this is none other than Jackie Leiper, CEO of the Embark group and MD of pensions, stockbroking and distribution at Lloyds Bank.