The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
Episodes
Thursday Nov 21, 2024
How the government is reshaping the UK's pension system
Thursday Nov 21, 2024
Thursday Nov 21, 2024
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...
Tuesday Nov 19, 2024
The model portfolio episode
Tuesday Nov 19, 2024
Tuesday Nov 19, 2024
Alex Funk of Portfoliometrix and I discuss the world of DFMs and MPS, and the implications of the Budget and the US Trumpquake
Wednesday Oct 23, 2024
News round up and an interview with IFA Nicola Ellis
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
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
Friday Oct 04, 2024
A cornucopia of pension news
Friday Oct 04, 2024
Friday Oct 04, 2024
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.
Wednesday Oct 02, 2024
The Behavioural Economics episode
Wednesday Oct 02, 2024
Wednesday Oct 02, 2024
Ryan Murphy of Morningstar talks through with me behavioural theory and some of the practical insights that can lead to better investing outcomes
Thursday Aug 29, 2024
Financial Advice in a Consumer Duty world
Thursday Aug 29, 2024
Thursday Aug 29, 2024
...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands
Friday Aug 23, 2024
Friday Aug 23, 2024
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...
Tuesday Aug 13, 2024
Adequacy and resilience - what are we aiming for?
Tuesday Aug 13, 2024
Tuesday Aug 13, 2024
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.
Friday Aug 02, 2024
The Pensions Bill, the new government and insights from Australia
Friday Aug 02, 2024
Friday Aug 02, 2024
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
Tuesday Jul 09, 2024
The Advice Gap 2024
Tuesday Jul 09, 2024
Tuesday Jul 09, 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