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 …

In our first episode of season 5 of the Burges Salmon Pensions Pod, Helen Norman and Chris Brown are joined by Sarah Brown, UK Chief Actuary at Gallagher Benefit Services, to discuss the benefits of defined benefit risk transfer versus run-on.על ידי The Burges Salmon Pensions Pod

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

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

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…

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.על ידי Citywire

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.על ידי Citywire

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.על ידי Citywire

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.על ידי Citywire

Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dippingעל ידי Citywire

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.על ידי Citywire

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 pr…

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 Financial Lif…

Just like that we have reached the end of Season 4 of the Burges Salmon Pensions Pod. The pensions insurance market has exploded over the last 12-24 months, so in our final episode Chris Brown and Helen Helen Norman are joined by Richard Hall, a partner at Argyll Covenant Advisory, to discuss insurer due diligence and how this can assist trustees. …

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.על ידי Citywire

In the latest episode of the Burges Salmon Pensions Pod, Chris and Helen are joined by Emma Moore (an Associate Partner at Aon) to discuss the gender pensions gap. In this episode Chris, Helen and Emma cover: What the gender pensions gap is; Why it is so significant; and Possible solutions for addressing the gap.…

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.על ידי Citywire

What are the challenges and opportunities in starting your own advice business in 2024? This week we’re joined by Rob Schwarz and Scott Millar, founders of new advice firm, Finova Money. We explore fixed-fee charging models, their subscription-based approach, and the future of financial planning.על ידי Citywire

In our first episode of 2024 Helen Cracknell is joined by Luke Parry-Billings, a trainee solicitor in our pensions team to discuss how trustees could respond to the recent Virgin Media Ltd v NTL Pension Trustees II case. The High Court considered the question of whether amendments made to rights to the payment of pensions and accrued rights to pens…

What better way to kick-start the year than by diving into regulation? In this episode of The Advice Show, Mike Barrett, consulting director at The Lang Cat, forecasts where the FCA will take its regulatory work on advice fees, simplified advice and the British Steel saga in 2024.על ידי Citywire

2023 was another massive year for the world of advice. We had private equity money flooding in, consumer duty heralding a new era, and plenty of stories to dig our teeth into. Join reporters Zach Sharif, Nicola Blackburn and Alicja Hagopian as we dissect it all.על ידי Citywire

How can we change the perception of advice, and bring through the next generation of advisers? This week we’re joined by Gee Footit, senior manager at St James’s Place Financial Adviser Academy, to discuss.על ידי Citywire

In the latest episode of the Burges Salmon Pensions Pod, Tom Whittaker a senior associate at Burges Salmon who is an AI specialist joins Chris Brown and Helen Cracknell to discuss what you need to know about AI in pensions. In this episode we take it right back to basics (what is AI?) before looking at the current situation and what trustees and em…

How much of a difference will the Autumn Statement make to the economy, and to clients?In this episode, we are joined by M&G pension specialist Kirsty Anderson to break down last week’s fiscal statement, how much of a difference it will make, and what it will mean for pensions.על ידי Citywire

Whether you know a little, a little bit more, or a lot about the recent Mansion House proposals, our latest podcast episode will have something for you. Douglas Hogg, Client Director at Zedra joins our presenters Chris and Helen to cover two elements of the July Mansion House proposals… Using DB in productive finance and DB consolidation. There is …

New Model Adviser reporters Nicola, Zach and Victoria discuss some of the biggest stories from the past month, including SJP’s decision to scrap exit fees, the worst quarter on record for platform flows, and major providers suspending annuity quotes. The team also discuss some of the reported predictions for Jeremy Hunt’s Autumn Budget.…

Just 16% of UK advisers are women, according to the FCA. How can we change this, and how much progress have we made? In this episode, Independent Women founder Lesley Mackintosh discusses the state of the advice industry, and how to bring in more female advisers.על ידי Citywire

In this very special opening episode, our presenters Chris Brown and Helen Cracknell joined by our pensions trainee solicitors and apprentice to run through some of the latest pensions news stories. Topics covered include the Economic Crime and Corporate Transparency Act 2023, PPF’s Public Consolidator blog post, the UK-US data bridge, the Mansions…

Chris and Helen will be returning to explore the latest key topics in the world of pensions. With bitesize episodes for Employers as well as for Trustees, they, along with special guests, will help you navigate the changing regulatory and legislative landscape. Episodes will be released from Tuesday 14 November covering issues such as AI in pension…