Citywire The Advice Show

The Advice Show

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Occasionally English United Kingdom Business · Investing
295 Episodes
280 – 295

The future of the freedoms: will annuities make a comeback?

New Model Adviser® online producer Ollie Smith sits down with senior reporter Jack Gilbert and Standard Life head of pensions strategy Jamie Jenkins to discuss the pension freedoms, auto-enrolment, and baby Arlo, who will have more control over his pension choices than any of us could possibly imagine.
22 Mar 2018 23 min

'Smashing the patriarchy': IWD18 special

Investment Quorum director private clients, Petronella West; EQ Investors technical director, Jeannie Boyle; and Equanimity IFA managing director, Helen Howcroft come together to discuss diversity in advice, educating and inspiring women and why the imposter syndrome still prevails.
7 Mar 2018 47 min

British Steel: why one IFA turned away transfers

Niche IFA director Ray Adams sits down with New Model Adviser® senior reporter and online producer Ollie Smith to give them his first-hand account of the British Steel pensions saga in Wales. Meanwhile, New Model Adviser® editor Will Robins also has an announcement to make…
22 Feb 2018 18 min

Sponsored CPD podcast: under the bonnet of multi-asset

Are multi-assets for everyone, and how should we factor in investment risk? Citywire's Ian Horne is joined by Paul Flood (pictured), multi-asset portfolio manager at Newton, a BNY Mellon Company, as well as financial planning experts Nick McBreen and Martin Fahy to get the lowdown. Claim 45 minutes of structured…
19 Feb 2018 34 min

Correcting the markets and beating the bad news

Camarco partner Louise Dolan and Citywire head of investment research Frank Talbot sit down with New Model Adviser online producer and senior reporter Ollie Smith and Jack Gilbert to discuss market corrections, bad PR days and who is hot and who is not this week.
8 Feb 2018 21 min

Saving advisers from Space Jam

Yardstick director Phil Bray sits down with New Model Adviser® online producer Ollie Smith to talk the good, the bad and the very worst of IFA marketing.
1 Feb 2018 15 min

The Carillion billions: who's to blame?

Hargreaves Lansdown's head of retirement policy Tom McPhail joins New Model Adviser® staffers Jack Gilbert and Ollie Smith to talk Carillion, blame and Philip Greens.
25 Jan 2018 19 min

DB transfers: 'the best and worst of the profession'

Find out the highlights of the New Model Adviser 2018 conference as recounted to online producer Ollie Smith, and hear what Verve Investment Planning's Steve Buttercase and Addidi's Anna Sofat have to tell senior reporter Jack Gilbert about DB transfers.
15 Jan 2018 17 min

The biggest stories of 2017 with Phil Young

Zero managing partner Phil Young talks DB transfers, replatforming and the asset management study with New Model Adviser editor Will Robins over a Christmas cracker or two. Listen out for cringe-worthy Christmas finance jokes as well.
14 Dec 2017 46 min

Budget special: Spreadsheet Phil's party tricks

This episode tackles the Autumn Budget. Jack Gilbert talks to Aberdeen Standard's Gregg McClymont about Philip Hammond's stamp duty cuts, and Prudential's Vince Smith-Hughes tells us what we may have missed in yesterday's announcement. Natasha Turner also takes us through the best of the reactions to the Budget on Twitter.
23 Nov 2017 21 min

Introducing the New Model Adviser podcast

Senior reporter Jack Gilbert talks the pensions cold calling ban with AJ Bell's Tom Selby and St James's Place fund charges with New Model Adviser reporter Elliot Smith.
8 Sep 2017 18 min
280 – 295