The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Advisers just want platforms to work
Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.
Inside the performance of the 10 largest MPS providers
Citywire's Dan Grote and Jeremy Gordon discuss their exclusive research into the winners and losers of MPS performance.
The Advice Show, with Mike Ambery
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…
How DAFs can offer value add for advisers
We speak to Edward Garrett of the Charities Aid Foundation about how advisers can help their clients with philanthropy.
The government has staked its reputation on this Budget, the country needs it to work
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…
'Eight times the energy of a Google search': How one manager backs ChatGPT
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.
Tom Selby: Industry needs speculation and uncertainty to end at the Budget
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…
How platforms can up their game on transfers
Platforms need to up their game on transfers, Transact’s chief development officer Tom Dunbar has said.
Barry Horner: The advice profession is not a profession
The advice veteran said that while the industry has made huge progress, a lack of awareness and dedicated university degrees hold it back.
IFA consolidation has slowed white-labelling trend
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…
Waspi compensation and the gender pension gap
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.
SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in its sector-wide review of retirement income advice.
Everything IFAs need to know about the LTA abolition
Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses how different clients will be impacted, the impact on death benefits, and more.
Spring Budget recap with Matthew Pescott Frost
In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost, owner of Suffolk-based advice firm Matthew Douglas.
'Huge flaw’ in FCA simplified advice
Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dipping
Lamb and the missing monkey
How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while they can.
Transformation in platforms and Nucleus’ replatforming challenge
In this episode of The Advice Show, Fundscape CEO Bella Caridade-Ferreira joins NMA’s reporters for a wide-reaching discussion about the future of platforms, the sector’s recovery after a difficult 2023 – and why she thinks Nucleus’ replatforming could take longer than the business anticipates. Plus, Caridade-Ferreira reveals which platforms she…
The 'jaw-dropping' errors that put IFA client data at risk
Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm. This incident was not an isolated one. In this episode of The Advice Show, reporters Zach Sharif and Nicola Blackburn speak to Kate Shaw, financial planner at…
Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare
In this episode of The Advice Show, NMA reporters discuss some of the biggest stories from the past month, including what £150m in promised cost cuts means for Abrdn and the ongoing administration of Hartley Pensions that has left £1.3bn in client Sipp assets trapped.
How does the IFA acquisition process work?
The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Joining us this week is Debbie Dry, acquisitions director at Loyal North, to walk us through the process, and tell selling firms what they should watch out for.