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PODCAST

The Advice Show

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

business investing

All Episodes

30:02

Independence Day report: the state of financial...

The Advice Show ·

2018/07/04

On Independence Day 2018, New Model Adviser® editor Will Robins speaks to Citywire USA editor Alex Steger about the American investment advice market.

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24:24

A scandal in the heart of government: Lawrence Lever...

The Advice Show ·

2018/06/28

On the thirtieth anniversary of the Barlow Clowes affair, Citywire executive chairman Lawrence Lever talks to New Model Adviser® editor Will Robins about a scandal that exposed fraud and failure in the highest corridors of power.

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19:07

Julian Gilbert: Running a business with severe illness

The Advice Show ·

2018/06/19

The Wealth Matters director shares his incredible recovery from throat cancer, the thoughts running through his head on hearing his diagnosis and how the business adapted as a result.

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27:26

Emergency! Why pension tax codes need a re-think

The Advice Show ·

2018/06/07

Nucleus product technical manager Rachel Vahey sits down with New Model Adviser® online producer Ollie Smith to talk auto-enrolment, the self-employed and savings reform.

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27:55

Nutmeg: advice will be digitised in less than a decade

The Advice Show ·

2018/05/31

New Model Adviser® online producer Ollie Smith is joined by Nutmeg chief investment officer Shaun Port and regulatory reporter Elliot Smith to discuss the rise of the robos, and how - one day - you might get financial advice from your fridge...

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21:16

British Steel workers tell us their pension transfer...

The Advice Show ·

2018/05/25

NMA reporter Elliot Smith travels to Port Talbot to meet Chris and Stuart, two British Steel workers affected by the pension transfer saga. Here they share their story.

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43:24

The man who blew the whistle on a £25 million scandal

The Advice Show ·

2018/05/17

What's the worst thing you've ever done that was the right thing to do? In the wake of the regulator slapping a £640,000 fine on the chief executive of Barclays over a whistle-blowing scandal, New Model Adviser® senior reporter Jack Gilbert interviews George Patellis, who blew the whistle on the Connaught controversy.

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34:14

Pete Matthew and Chris Budd: how to advise financial...

The Advice Show ·

2018/05/10

Even financial advisers need financial advice sometimes, as our special podcast case study proves.

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38:06

'In our community, everyone gives a shit': NextGen’s...

The Advice Show ·

2018/05/03

They're the young industry leaders who pushed back against the boring seminars and bossy keynote speakers to give young planners a voice. Now, in this exclusive podcast, Adam Carolan and Rohan Sivajoti crack open the beers and get honest with Ollie Smith in the New Model Adviser® studio.

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24:46

Why are the most successful firms the most expensive?

The Advice Show ·

2018/04/26

This week features a news roundup. Ollie Smith is joined by Charles Walmsley to FCA safe spaces, Jack Gilbert to talk about why advice fees are on the up, and Ian Horne to share stories from Citywire's South West Retreat.

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30:12

SJP’s ex-Premier League adviser explains footballers’...

The Advice Show ·

2018/04/19

In the wake of more football financial news, New Model Adviser® regulatory reporter Elliot Smith sits down with former Sheffield United winger-turned St James's Place adviser Ryan France to discuss footballers' finances, and the transition from pitch to planning.

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42:34

‘IFAs are volunteering clients for losses’: don’t...

The Advice Show ·

2018/04/12

Reporter Christine Dawson and features editor Natasha Turner are joined by Futerra co-founder Ed Gillespie and In2 Planning investment specialist Tanya Pein to bust myths on sustainable investing. Hear which funds could kick-start your move to a more sustainable future.

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28:37

'I got sued over DB transfers': the contingent charge...

The Advice Show ·

2018/04/05

Following a bumper couple of weeks for regulatory news, New Model Adviser® features editor Natasha Turner sits down with online producer Ollie Smith, editor Will Robins and special guest Henry Tapper to put the world to rights from pension transfers to innovations in collective pensions.

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16:40

IFS: We're all going to pay more tax

The Advice Show ·

2018/03/29

In a special episode, New Model Adviser® online producer Ollie Smith goes on a mission to interview Paul Johnson, director of respected think tank Institute for Fiscal Studies, in his office.

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23:26

The future of the freedoms: will annuities make a...

The Advice Show ·

2018/03/22

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.

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18:19

Phoenix firms: rising from the ashes of bad advice

The Advice Show ·

2018/03/15

New Model Adviser® online producer Ollie Smith sits down with NMA regulatory reporter Elliot Smith and editor Will Robins to discuss phoenix firms and regulation.

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47:01

'Smashing the patriarchy': IWD18 special

The Advice Show ·

2018/03/07

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.

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22:55

The pension tax relief files (and other folders in...

The Advice Show ·

2018/03/01

Westminster legend Iain Anderson sits down with New Model Adviser® online producer Ollie Smith to talk pension politics, elections and Brexit.

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18:43

British Steel: why one IFA turned away transfers

The Advice Show ·

2018/02/22

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...

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34:18

Sponsored CPD podcast: under the bonnet of multi-asset

The Advice Show ·

2018/02/19

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 CPD now. Just listen to the module then take the test. The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is

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469 results

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