Financial Services Unplugged

Nick drops in to talk about the platform sector, technology, Soderberg and doing things differently and about the new Platform Association

7IM's Ben Kumar talks with me about geopolitics, investment risk management, regulatory change and lots more

The Government has BIG PLANS for pensions, after the Chancellor's Mansion House speech we got to see a clearer picture of where they want to take us. Redington's brilliant Russell Wright joins me to reflect on the Value for Money framework and how it intersects with this next round of consultations...

Alex Funk of Portfoliometrix and I discuss the world of DFMs and MPS, and the implications of the Budget and the US Trumpquake

A quick round up of all the many current retail financial services policy initiatives and a chat with IFA and cash-flow modelling aficionado Nicola Ellis of Wellington Wealth 

Nathan Long of HL joins me for a rich feast of pension news: party conferences, the Value for Money framework, the government pensions review, the latest FCA data and a look ahead to the Budget.

Ryan Murphy of Morningstar talks through with me behavioural theory and some of the practical insights that can lead to better investing outcomes

...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands

James Slevin of Target (targetprofessional.co.uk) joins me to discuss the challenges of pension scheme data management, the pension dashboard, member identification and...how to get a false passport...

The excellent Nathan Long of Hargreaves Lansdown talks through with me the Government's pension review, retirement adequacy and its complexities, financial resilience and the work they've done tracking it and we finish with a look ahead to the Budget on 30th October. 

HL Savings and Resilience Barometer | July 2024 | HL