Financial Services Unplugged with Tom McPhail

The model portfolio episode

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

News round up and an interview with IFA Nicola Ellis

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 

A cornucopia of pension news

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.

The Behavioural Economics episode

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

Financial Advice in a Consumer Duty world

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

Will pensions be Dashboard ready? Data quality, member ID and false passports

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...

 

Adequacy and resilience - what are we aiming for?

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

The Pensions Bill, the new government and insights from Australia

Mike Ambery from Standard Life joins me to talk about what the new government is up to and what he learned on his recent research trip to Australia

The Advice Gap 2024

The 2024 Advice Gap report is the definitive guide to the advice market, the dynamics of the sector and the impact of the FCA's Consumer Duty. Co-author and colleague Mike Barrett is here to explain all. You can download a copy of the report here The Advice Gap 2024 - The Lang Cat

A blueprint to fix the UK's pension system

Michael Johnson sets out a radical and thought-provoking vision for reform of the UK's state, workplace and individual pensions, with a view to simplicity and long-term sustainability. Pensions: a vision for the future - Social Market Foundation. (smf.co.uk)