Episodes
![Weekend Essay: The UK pension system is ripe for reform](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/The_UK_pension_system_is_ripe_for_reform_vhwruj_300x300.jpg)
17 hours ago
17 hours ago
In this episode, we dive into Momodou Musa Touray's latest essay on the urgent need for UK pension reform. With the Labour government's recent election victory, Chancellor Rachel Reeves has launched a landmark review aimed at fixing the broken pension system. We explore the proposed two-stage reform strategy, the potential for boosting pension pots by over £11,000, and the mixed reactions from the industry. Join us as we unpack the implications of these reforms and what they mean for the future of pensions in the UK.
Listen now:
![In Conversation With... Rob Schwartz, Rob Bell and Scott Millar, co-founders, Finova Money](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Rob_Schwartz_Rob_Bell_and_Scott_Millar_co-founders_Finova_Money_pcvs72_300x300.jpg)
4 days ago
4 days ago
In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.
![Weekend Essay: Don’t worry Gareth, there’s always financial advice](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/Don_t_worry_Gareth_there_s_always_financial_advice_w8nw6u_300x300.jpg)
Friday Jul 19, 2024
Weekend Essay: Don’t worry Gareth, there’s always financial advice
Friday Jul 19, 2024
Friday Jul 19, 2024
In this weekend essay, Dan Cooper reflects on Gareth Southgate’s emotional resignation following another Euro final defeat. While Southgate's tenure ended without the long-sought trophy, Cooper humorously explores how Southgate's skills might translate to a new career in financial advice. From strategic planning and team leadership to maintaining integrity and resilience under pressure, Southgate's qualities could make him a strong fit for the finance world. Tune in for a thoughtful and light-hearted take on Southgate’s potential future beyond football.
![In Conversation With... Tom Mathar, head of Aegon UK's Centre for Behavioural Research](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Tom_Mathar_kibp34_300x300.jpg)
Wednesday Jul 17, 2024
In Conversation With... Tom Mathar, head of Aegon UK's Centre for Behavioural Research
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
In this episode of In Conversation With, host Lois Vallely welcomes Tom Mathar from Aegon UK's Centre for Behavioural Research. They talk about the three unprecedented challenges in financial wellbeing: increased longevity requiring more funds for longer lives, the shift of long-term financial planning responsibility from the state to individuals, and the complexity of multi-stage lives with multiple careers and transitions. Mathar also highlights the importance of financial advisers in understanding clients' values and emotions to enhance their financial wellbeing.
![In Conversation With... Fotis Chatzimichalakis: Navigating the Future of Sustainable Investing](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Fotis_Chatzimichalakis_ydtsm8_300x300.jpg)
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
In this episode, host Kimberley Dondo chats with Fotis Chatzimichalakis of Impax Asset Management about shifts in sustainable investing, Impax’s strategy updates, and future predictions. Gain insights on advisor support and emerging market trends. Listen now:
![Weekend Essay: The election deluge](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/The_election_deluge_37ttnm_300x300.jpg)
Friday Jul 05, 2024
Weekend Essay: The election deluge
Friday Jul 05, 2024
Friday Jul 05, 2024
Join editor Tom Browne as he delves into the dramatic shift in the UK's political landscape following a historic election night. With Labour securing a staggering majority and the Conservatives facing a crushing defeat, Browne explores the implications of such a sweeping victory. Reflecting on past political landslides and their consequences, this essay provides a thoughtful analysis of what this means for the future of British politics. Tune in to understand the significance behind the numbers and the potential challenges ahead for Keir Starmer's new government.
Listen now:
![Pensions and Protection Podcast: Navigating Investment Risks at Different Life Stages](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/Pod-royal-london_hmc2y5_300x300.png)
Friday Jul 05, 2024
Friday Jul 05, 2024
In the third episode of Royal London’s pensions and protection podcast, Ken Scott, Head of Investment Solutions, discusses how advisers can balance insurance and investment to support their clients. He emphasizes the importance of insuring against uncertain events and planning for retirement, highlighting the benefits of starting early and using pound cost averaging to manage market volatility. Ken also talks about the importance of diversifying investments, transitioning to lower-risk options as retirement nears, and managing sequencing risk for a sustainable income. In later stages, he recommends considering annuities and long-term care insurance.
For more, visit adviser.royallondon.com/PeoplePowered.
![In Conversation With… John Canady: Navigating Philanthropy and Impact Investing](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Tessa_Lee_1__dxw572_300x300.jpg)
Wednesday Jul 03, 2024
In Conversation With… John Canady: Navigating Philanthropy and Impact Investing
Wednesday Jul 03, 2024
Wednesday Jul 03, 2024
In this episode of "In Conversation With...", host Kimberley Dondo sits down with John Canady, CEO of National Philanthropic Trust. Dive into the world of donor-advised funds and their impact on wealth management in the UK. Discover the evolution, benefits, and emerging trends in philanthropy, with a focus on sustainable and impact investing. John shares valuable insights and best practices for financial advisers to help clients align their philanthropic goals with their financial plans. Tune in for an enlightening discussion on the future of philanthropy and donor-advised funds:
![Month in Review – June 2024](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/End_of_Month_podcast_June_2024_7mjqc3_300x300.jpg)
Monday Jul 01, 2024
Month in Review – June 2024
Monday Jul 01, 2024
Monday Jul 01, 2024
Tune in to our latest Money Marketing podcast for a recap of June and a sneak peek at what's coming in our July issue. We also discuss what the Election could mean for financial advice. Don’t miss this special episode! Listen now: https://www.moneymarketing.co.uk/
![Weekend Essay: Will I have enough to retire on? Who knows](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/Will_I_have_enough_to_retire_on_Who_knows_22dbwf_300x300.jpg)
Friday Jun 28, 2024
Weekend Essay: Will I have enough to retire on? Who knows
Friday Jun 28, 2024
Friday Jun 28, 2024
In this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discusses various factors affecting retirement needs and highlights the conflicting advice on required pension pot sizes. Her reflections emphasise the anxiety many face when planning for the future, revealing the challenge of finding peace of mind amidst financial ambiguity.
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