Financial Services Unplugged with Tom McPhail

Financial advice firms, recruitment, AI, DEI

FT Adviser editor Simoney Kyriakou and the future for financial advice firms

Everything you ever wanted to know about getting rid of the Lifetime Allowance but were afraid to ask

What should have been simple has proved to be anything but; HMRC has created a new way to inflict misery on unsuspecting pension savers. Jon Greer from Quilter gently explains everything we need to know. We also discuss what a new Labour government might do with the rules.

Collective Defined Contribution schemes are going to save pensions

Adrian Boulding makes a compelling case, not just why CDC schemes are a good idea but also, crucially how they are actually going to happen

Having fun on Budget Day

Tom Selby and I unpick the political, fiscal and personal finance fun and games of the Budget

Bridging the financial guidance gap

In which Robert and Charlie from Money Guided talk about how to help people manage their money better

A long-term savings commission

Andrew Tully from Nucleus on why we need a long-term savings commission

How do we fix pension transfers?

...in Which Dave Henderson of Penny https://pennypension.com and I offer a couple of suggestions for how to make pension transfers work better

The Gregg McClymont episode

...in which Gregg talks to me about pension investments in infrastructure and politics from the viewpoint of an ex-shadow pensions minister.

Everything you ever wanted to know about the Advice Guidance Boundary Review...

The FCA's proposed solutions and consultation questions analysed with expert help from Nathan Long of Hargreaves Lansdown and Michael Lawrence of Bovill. You can also read Michael's thoughts here Advice Guidance Boundary Review puts transformative change on horizon - Bovill

The expert view on pension dashboards

Richard Smith gives the expert's view on where we're at with the development of pension dashboards, drawing on years of experience in the UK and fresh insights from across Europe.