The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
How I help my clients claim on the FSCS
Advisers are used to getting frustrated about the Financial Services Compensation Scheme (FSCS), but few will be familiar with helping clients claim on it. The process is actually mercifully simple, but as Felix Milton discovered, there is more to the FSCS than just claims. When it comes to helping clients…
ESG in property funds: Hard but not impossible
Clients these days want to do good things with their money, and now that performance concerns have largely died off, ESG is enjoying its time in the sun. But that doesn't mean the due diligence is easy. Indeed, one area you might be less familiar with in the ESG world…
Antivax, risk & regulatory revolution – healthcare special
With several Covid-19 vaccines now approved for use in the UK, it seemed like a good idea to discuss healthcare on the podcast again. NMA editor Will Robins is joined by Citywire AAA-rated manager Paul Jourdan and ‘reluctant futurist’ Mark Stevenson to talk about the wider impact of coronavirus vaccines.
Inside EQ Investors' £350m impact portfolios
2020 was the year in which many investors wanted to make an impact with their funds. No one was better placed to explain why this happened than Sophie Kennedy, head of investments at EQ Investors. Kennedy takes us through the top picks in the firm's impact portfolios, and explains what…
Obama climate change adviser on giving ESG rules 'teeth'
'We're in a great place right now,' declares an ebullient John Morton. A former climate change adviser to president Barack Obama, Morton could not be more pleased to see Joe Biden prepare for the White House. Morton worked with Obama on his Paris Agreement legacy during his final months in…
The planner and the prof plotting a philanthropy revolution
Financial advice clients will be encouraged to give more money to charity via The Together Charitable Foundation (TCF) launched by Jarrovian Wealth CEO Graeme Price and Cass Business School professor Paul Palmer. TCF grants clients and their advisers control over where their money is given. Will it catch on? NMA…
We're not the West Brom of platforms!
Praemium chief operating officer Mark Sanderson joins us to explain why he thinks NMA got it wrong in this year's Platform Premier League. We discuss using data to help clients, Praemium's global users, and Darren Fletcher. You can see the full Platform Premier League here: https://tinyurl.com/y27lg8mc
I've been red and yellow, now I've gone green: Chuka Umunna talks ESG
Former Labour shadow secretary of state for business rings Ollie Smith from the back of a taxi to discuss his new role in ESG at comms giant Edelman.
Advice gap special: The market's failed, so culture's the clincher
Ollie Smith is joined by the contributors to a major report by Octopus Investments into the advice gap to discuss market failure, retiring advisers, and why culture is the key to making advice more accessible. The participants were: Ruth Handcock, chief executive, Octopus Investments Claire Limon, director of learning and…
FundsNetwork boss: ‘We are on a mission to reinvent ourselves’
Despite being one of the biggest (and oldest platforms) in the market, FundsNetwork CEO Jackie Boylan says she doesn’t want the Fidelity platform to be seen as a behemoth. In this episode, she talks NMA news editor Jack Gilbert through her efforts to make the company more innovative and nimble…
'I'm not too proud to admit I struggled the most in lockdown'
This episode was supposed to be about financial planning for business clients in the pandemic. But the most striking admission you will hear in it is of a male manager showing vulnerability to his staff, and, we might add, to us too. ‘I’m not too proud to admit I struggled…
Investing in anti-corruption: Jupiter's Guy de Blonay & futurist Mark Stevenson
Innovative companies, fighting corruption and removing friction in the global economy, fintechs, particularity digital payments businesses look like a great proposition for investors and society alike. That said, despite coming in with a 'clean deck' the collapse of companies like Wirecard recently proves that governance (that not-to-be-overlooked aspect of ESG)…
You're doing your PI renewal wrong
You're doing it wrong. Stop doing it like that. Put some more effort in. Advisers have heard many statements of this kind from the FCA in 2020, mainly regarding defined benefit (DB) pension transfers. But on this occasion, the person calling for an improvement is an adviser themselves. In this…
Critics ignore 'incredible utility' of Google, YouTube & Facebook
Google and Youtube have brought incredible utility to billions of people for free, and critics seeking to break up tech giants like their parent Alphabet should think twice whether that would solve any of the problems all companies face with data-led models. So argues Polar Capital's Ben Rogoff, co-manager of…
Furloughed footballers: the game in lockdown
Former footballer-turned financial adviser Sam Sloma explains the financial challenges facing footballers during the coronavirus pandemic, as many face uncertain futures about when they can return to the pitch.
Podcast special: Football’s coming home – why it matters
Does the return of top-flight English football today matter? Of course it does. But events of the fast few months have shown there are bigger things that matter more – something illustrated by Marcus Rashford’s dramatic intervention on the need for hungry schoolchildren to be fed over the summer holidays…
ESG and Black Lives Matter are 'symbiotic'
Green Party leader Jon Bartley made a name for himself when David Cameron's top team naively asked him to participate in a meet and greet with the leader outside a hospital in 2010. Unbeknownst to Cameron, the man he meeting was not a starstruck voter who would just roll over…
'Anyone who says technology has solved everything is bonkers'
‘Anyone who says technology has solved everything is completely bonkers,’ says Ross Sleight, chief strategy officer at Somo, our guest in this episode. For those not in the know, Somo is a digital agency with experience of working with high street banks, wealth managers, and investment research companies. In this…
The NMA world tour of advice
Nobody can really travel anywhere right now, but if you are in need of a trip somewhere, fear naught, we can help you out. Over the past month, we have been speaking to certified financial planners all over the world, and the results are here for you listen to now…
Migrating 130,000 platform customers during lockdown
Replatforming is a huge challenge at the best of times, let alone in the middle of a lockdown and global pandemic. But, in the midst of the Coronavirus crisis, Embark switched Zurich customers onto a new platform systems at the end of April. In this podcast, Phil Smith, Embark’s chief…