The Advice Show

Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investment, whether the messaging has been off since they arrived in power and how they will look to get the country's economy back on track looking at Australia and Canada.

We speak to Edward Garrett of the Charities Aid Foundation about how advisers can help their clients with philanthropy.

Jon Greer joined the Advice Show for this week's episode, two weeks on from Rachel Reeves's maiden Budget. Hiking taxes by £40bn, including levying inheritance tax on pensions, Greer discusses all of that plus whether or not the chancellor should mandate UK investment and whether her bold plans will come off.

In this episode of The Advice Show, Gravis CEO Phil Kent discusses the energy investment needed to meet AI demand, and what more this month's Budget could reveal about Labour's growth agenda.

Speculation has been allowed to rumble on, to the point that advisers and their clients are selling assets and looking to cash in on their tax free lump sums before the big day. But will it be so punishing, for so many? And are the steps the government taking necessary to get the country back on its feet?

Tom Selby, director of public policy at AJ Bell, joins us to discuss all of the rumours, speculation and beyond ahead of Wednesday's budget after a gruelling eight-week period in which it has seemed everything, and nothing, is on the table.

Platforms need to up their game on transfers, Transact’s chief development officer Tom Dunbar has said.

Have we reached ‘peak MPS’?

That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management.

Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.

The advice veteran said that while the industry has made huge progress, a lack of awareness and dedicated university degrees hold it back.

In this episode of The Advice Show, intermediary distribution director at Scottish Widows, Ranila Ravi-Burslem, talks about the trend of advice firms ‘white-labelling’ their platforms. Ravi-Burslem ponders why the trend has slowed in the advice market over the past year, the challenges facing advice firms – and why she believes the regulatory focus on platforms ‘double dipping’ will die down.  

Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would have happened in 2024 , and what the government could have done differently.