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Pensions Insight Podcasts

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The Burges Salmon Pensions Pod

The Burges Salmon Pensions Pod

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In this series of fortnightly podcasts the Burges Salmon Pensions team will be joined by experts from across Burges Salmon and select special guests to discuss topical issues, the latest pensions news and insights and practical tips to help trustees and employers navigate the ever changing pensions landscape.
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NHS Insights

Malik Haseeb

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Welcome to NHS Insights — the podcast that breaks down everything you need to know about working in the National Health Service. From pay bands and pensions to professional growth and policy updates, we explore the topics that matter most to NHS staff, students, and healthcare professionals across the UK. Our goal is simple: to make NHS information clear, practical, and easy to understand. Whether you’re starting your career, planning your next step, or just want to know how NHS pay really w ...
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Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests includeTerry Smith, Anthony Bolton, William De Gale, Ben Whitmore, James Findlay, Roger Bootle. Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is no ...
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On The Money

interactive investor

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Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to [email protected]. Visit www.ii.co.uk for more investment insight and ideas.
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Fund Your Retirement Podcast

Lee Cleasby from Fund Your Retirement

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The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, ...
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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PI in a Pod

Pensions Insight

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Are you sick of pensions scaremongering? On PI in a Pod we delve behind the headlines of the biggest pension stories. Each fortnight we’ll examine one big issue, with the help of an expert panel, to find out what really should matter to people who care about pensions
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Insight for outcomes

Investment Magazine

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
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My Macular and Me

Macular Society

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Delve into the world of macular disease with the Macular Society. Join us as we hear from eye care professionals, providing expert insight on the latest developments in research and evolving treatments. Listen as we also share first-hand stories and explore the support available for those living with sight loss. For more information and additional support visit: https://www.macularsociety.org/
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Commercial Real Estate Library - or CRE Library - is a Canadian Commercial Real Estate podcast focused on connecting you with industry leaders. Listen to insightful discussions with commercial real estate executives who drive the market - from founders of the largest REITs and pension funds to the fastest growing organizations in CRE tech. Your hosts on the show are Dayma Itamunoala - a leading investment broker at Colliers International specialized in the multifamily asset class, and Garret ...
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The Month in Pensions discusses the latest developments in the UK pensions world with insight from the Pensions team at international law firm Gowling WLG. NOT LEGAL ADVICE. Information made available on this website in any form is for information purposes only. It is not, and should not be taken as, legal advice. You should not rely on, or take or fail to take any action based upon this information. Never disregard professional legal advice or delay in seeking legal advice because of someth ...
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Actuarial People

James Turner

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Hello and welcome to Actuarial People with James Turner, where each week I’ll be speaking with a UK Actuary. My aim is to give you greater insight into the people behind the actuarial profession, and their personal career journeys. We’ll cover things like why and how they became an Actuary, what they do on a day to day basis, how they balance work and exams with life, and how their roles have evolved over time. So whether you’re an actuary yourself, or you’re aspiring to become one in the fu ...
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The Tax Compass Podcast helps globally mobile individuals, expats, and internationally connected professionals navigate the complexities of the UK tax system with clarity, honesty, and real-world insight. Hosted by tax advisers Simon Roue and Dr. Laura Sant from LSR Partners, each episode dives into the issues that matter most if you’re living, investing, or working across borders. You’ll get plain-English explanations, practical tips, and expert analysis on topics like: UK tax residency and ...
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Switch Your Money On

Hargreaves Lansdown

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Help us improve this podcast with our short, 10 question survey (https://www.surveymonkey.com/r/VB6HLCT). Our hosts Sarah Coles, Emma Wall and Helen Morrissey look at what's happening in the markets. This podcast isn't personal advice. If you’re not sure what’s right for you seek advice. Investment rise and fall in value, so investors could make a loss. Produced by Elizabeth Hotson for Superbly Done Productions. Hosted on Acast. See acast.com/privacy for more information.
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That Super Show

Neil Benson & Sarah Penn

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That Super Show brings you the latest news, insights and industry interviews to help Australian superannuation professionals improve retirement outcomes for Australians. Hosted by Sarah Penn, CEO of Mayflower Consulting, and Neil Benson, CEO of Superware.
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Transform NOW

SSNC Blue Prism

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Transform Now is brought to you by SS&C Blue Prism. Agentic Automation isn’t just the next step in automation—it’s the future of how work gets done. By enabling intelligent, autonomous agents to take action, adapt, and collaborate, organizations are unlocking new levels of productivity, growth, and customer delight. Join us as we explore how agentic automation is reshaping work for the better—for customers, employees, shareholders, and most importantly, you. To stay on top of the hottest top ...
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A Social Security & Medicare podcast from the folks fighting to preserve Americans' earned benefits! Each episode covers a different topic affecting American seniors and their families --- from ageism to long-term care. Brought to you by the National Committee to Preserve Social Security and Medicare. Hosted by Walter Gottlieb. Featuring one topic and VIP guest per bite-sized episode. Each one is 13-15 minutes long.
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The Art of Investment

Vermeer Partners

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We are Vermeer Partners, and we've created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today's often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
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The Valley Investors Podcast gives listeners insight into the most prominent investors in the Arizona community and beyond. We speak with founders, CEOs, and Chief Investment Officers about what brought them to Arizona, their views on investing, and their connections to the local community. Find out more at: https://www.cfasociety.org/phoenix
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Are you a Canadian real estate investor looking for real Canadian Content? You've found it! Since 2016, this weekly show has helped Canadians cut through the BS and uncover the truth about how to most effectively invest in real estate. Ranked as high as #81 globally in iTunes' Business category, host Erwin Szeto is a real estate investor and 4X Investor Realtor of the Year, with just under $500M in income property transactions. Erwin interviews top investors and wealth builders, sharing stra ...
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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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7BR Part Heard: A Series of Legal Podcasts

7BR Part Heard: A Series of Legal Podcasts

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7BR is delighted to present our podcast series: “7BR Part-Heard”. These podcasts will give an insight into the broad range of work our members undertake. We have utilised 7BR’s multi-disciplinary nature to discuss a wide variety of topics and to examine issues through the lenses of those practicing in different areas of law. In podcasts, webinars and articles, barristers may express their own opinions. These will not necessarily be the opinions of other barristers within 7BR.
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Heroic Investing Show

Jason Hartman

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The challenges faced by first responders in the medical, rescue, police, and military have never been greater. Each day that you report for duty, your personal well-being is placed on the line as you step up to fulfill your duty and help people. It is unfortunate that the contributions of first responders are very rarely recognized for the priceless gift that they really are. In addition to the physical dangers faced on the job by first responders, there is a hidden danger that may impact th ...
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Star Mountain Capital

Star Mountain Capital

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Founded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans. Star Mountain’s specialty is helping ...
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Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people. Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including: Getting into Financial Services; where to start? Changing careers and transferrable skills. Routes to Level 4 Qualifi ...
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In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour d ...
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The NBR Podcast

National Bank of Rwanda

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Welcome to The National Bank of Rwanda (NBR) Podcast where we discuss the latest news and insights from Rwanda's central bank.In each episode, we bring you interviews with experts in the field, as well as updates on important policy decisions and economic indicators. Our goal is to provide our listeners with a deeper understanding of the role of the National Bank of Rwanda.We cover a wide range of topics, from monetary policy, and inflation targeting to financial regulation and the global ec ...
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From www.trading-champions.com, www.investing-champions.com, entertaining and informative Insights from inside a hedge fund on the markets by the author of international bestselling FT books Trading Online and The Mind of a Trader: Lessons in Trading Strategy from the World's Leading Traders, and Investing Unplugged. Alpesh is a hedge fund manager and regular commentator on BBC World News to an audience of 280m. He is a former columnist for the Financial Times and presenter for Bloomberg TV. ...
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In our last episode, we uncovered the unsettling history of the traditional pension and why the promise of a secure, company-backed retirement is a relic of the past for most Americans. The old playbook is broken. So, what's the new one? In this final episode of our special series on the 5-Minute PRIME Podcast, host Martin Maxwell reveals the solut…
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In this episode of the Burges Salmon Pensions Pod, Chris Brown and Callum Duckmanton discuss how AI is shaping the future of pensions. They cover trustees’ legal duties, the benefits and risks of using AI, practical steps for implementation, and insights from a recent industry event. A must listen for trustees and pensions professionals looking to …
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Pensions are quickly becoming a thing of the past, to the point where union members rely on Social Security like everyone else. The Alliance for Retired Americans advocates for the retirement security of all working people, including millions of union members. Executive Director Rich Fiesta says that everyone has a stake in preserving Social Securi…
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As a real estate investor, you're an expert in physical assets. But what if the principles you use to evaluate a value-add property could be applied to a completely different asset class? What if you could invest in the "debt" side of the deal with the same strategic mindset? In this episode of the 5-Minute PRIME Podcast, host Martin Maxwell pulls …
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In this episode, Transform NOW co-hosts Brad Hairston and Michael Marchuk banter about some interesting recent news headlines in the world of automation and AI. News stories covered in this episode: • WhatsApp changes its terms to bar general-purpose chatbots from its platform https://techcrunch.com/2025/10/18/whatssapp-changes-its-terms-to-bar-gen…
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We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot mor…
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Real estate coach Elizabeth Kelly joins Erwin Szeto for a candid conversation on surviving and thriving in the 2025 Canadian real estate market. From government financing and cash flow challenges to the importance of education, mindset, and adapting your investment strategy, this episode delivers practical advice, honest stories, and actionable ins…
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Sarah Coles and Emma Wall unpick the forces shaping global markets, focusing on tech stocks and the impact of AI on the US economy. They discuss warnings from Andrew Bailey and the IMF about stretched valuations and what this could mean for investors. They also cover strong US GDP revisions, the Federal Reserve’s next moves, and what is happening t…
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With various stock markets and assets, including gold, reaching or close to record highs, investors who’ve failed to get in on the rallies may be concerned that they’ve missed the boat. However, one area of the market that’s lagged, but is still a source of cheap valuations, is UK smaller companies. In our latest episode, Kyle asks Artemis fund man…
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In this episode, Brad Hairston talks with Clement Lo, CIO at BCT Group, one of the largest trust companies in Hong Kong. Clement was recently awarded the SS&C Blue Prism Leader of the Year Award, a high honor for an SS&C Blue Prism customer. He explains what this award means to him and his team and the core principles they have followed to achieve …
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As trillions of dollars shift hands over the next two decades, the question isn’t whether your wealth will transfer — it’s how. In this episode of Retirement Roadmap, Mark and Evan break down The Great Wealth Transfer—the unprecedented movement of assets from today’s retirees to their heirs—and show how to turn this generational shift into a though…
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After nearly two decades, the SMSF lending market has matured into a stable and well-regulated segment – yet complexity and misconceptions persist. Bluestone Home Loans head of specialised distribution, Richard Chesworth, joins host Keith Ford to break down the nuances of limited recourse borrowing arrangements (LRBAs). From redrawing for property …
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#9. Neil and Sarah sit down to discuss the latest developments in Australian superannuation policy. After two years of debate and lobbying, the government has announced changes to the proposed Div296 tax on high-balance super accounts, opting to tax only realised capital gains rather than unrealised gains. They also explore the introduction of a ne…
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For generations, the pension was the bedrock of the American dream: a promise of security after a lifetime of hard work. But that promise is broken. What happened to the guaranteed retirement that our parents and grandparents were told to expect, and what does it mean for your financial future today? In this special episode of the 5-Minute PRIME Po…
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What can you do to reduce your risk of developing Alzheimer's? And where are we with early detection and treatment? Dr. Heather Snyder of the Alzheimer's Association is here with news of exciting breakthroughs in the fight against a disease that afflicts 1 in 9 Americans. She tells us about the blood test for early detection of Alzheimer's... and a…
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In this episode, Transform NOW co-hosts Brad Hairston and Michael Marchuk banter about some interesting recent news headlines in the world of automation and AI. . News stories covered in this episode: EU rolls out $1.1 billion plan to ramp up AI in key industries amid sovereignty drive https://www.reuters.com/world/china/eu-rolls-out-11-billion-pla…
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How do top investors thrive in Canada’s real estate market? Alfonso Cuadra reveals why multifamily wins, the dangers of private lending, and how to hedge against inflation. Learn strategies for scaling, financing, and surviving market shifts—plus the truth about equity vs. debt. 🔗 Learn more: https://wealthgenius.ai 📱 Connect with Alfonso: https://…
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In the last episode, you learned the tactical playbook for building your first ADU. But what if that's just the beginning? What if the same zoning laws that unlocked your backyard could be used to turn a single-family property into a triplex, a fourplex, or even a sellable new lot? In the final episode of our special series on the 5-Minute PRIME Po…
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In this episode of NHS Insights, we dive into the ⁠NHS Pay Calculator⁠ — a simple but powerful online tool that helps NHS employees and job seekers estimate their salaries accurately. We explain how the NHS pay bands work, how regional allowances like London weighting affect your salary, and how you can use the calculator to understand your take-ho…
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In this episode of the Burges Salmon Pensions Pod, Chris Brown is joined by Kathryn Fleming from Hymans Robertson and Helen Woodford to explore the topic of DC decumulation from multiple perspectives - including those of members, trustees, employers and providers, making this a valuable listen for anyone involved in DC pension saving. The discussio…
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Sarah Coles and Helen Morrissey break down key questions around the state pension - who gets it, when you can claim, and how much you might receive. They look at how the triple lock affects payments, why now is a crucial time of year, and how rising state pension ages could impact your retirement plans. They also explain how your National Insurance…
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This week’s episode examines the dilemma of whether to run a winner or take some profits from an investment that’s performed well. Joining Kyle to offer his expert insight is Richard Hunter, head of markets at interactive investor. The duo discuss fear of missing out (FOMO), top slicing, position sizing, and much more. The idea for this episode cam…
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In this episode, Brad Hairston talks with Gaurav Karker from Capgemini and Chris White from scmBLOX, both seasoned career consultants, who explain how automation and AI is transforming supply chain management across industries. . What we discussed with Gaurav and Chris: * An overview of Capgemini’s Intelligent Supply Chain Practice * How/why Capgem…
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The announcement this week from the government outlining the changes to the $3 million super tax was met with relief, but there are still many unknowns. On this episode of The SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that w…
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We discuss:1. What defines an emerging market and why they matter for global investors.2. The biggest opportunities in India, Taiwan, and Mexico, and how domestic consumption drives long-term growth.3. How to assess risk, governance, and trust in management teams when investing in volatile regions.4. Why many state-owned enterprises in China, Brazi…
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In this episode, Natalie Dawes at BTS chats to Kenny O'Donnell - Lead Academy Training Manager - at The M&G Wealth Advice Academy about what to expect in terms of support at The Academy and let us tell you, it's so much more than exams, financial planning processes and soft skills. A must listen for anyone considering their options when it comes to…
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Last week, we uncovered the massive opportunity in ADUs. But a great idea is worthless without a flawless execution plan. How do you actually build one without getting burned by hidden costs, bad contractors, and bureaucratic red tape that can turn your project into a money pit? In the second episode of our special series on the 5-Minute PRIME Podc…
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In this episode of the Fund Retirement Podcast, host Lee chats with Stuart Hopley, Relationship Director at Scottish Widows. Stuart discusses his unexpected journey into the pensions industry and addresses the major challenges people face with pensions in the UK, including system complexity and a lack of a saving culture. He offers practical advice…
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In this episode, Transform NOW co-hosts Brad Hairston and Michael Marchuk banter about some interesting recent news headlines in the world of automation and AI. News stories covered in this episode: • OpenAI wraps $6.6 billion share sale at $500 billion valuation https://www.cnbc.com/2025/10/02/openai-share-sale-500-billion-valuation.html • Meta wi…
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Dr. Erlene Rosowsky is a clinical psychologist at Harvard specializing in the field of aging --- or "geropsychology." Her research and writings spring from a deep sense of empathy for seniors and their families. Today, she offers expert advice about aging --- including "the stories we tell ourselves" and the importance of humor. "Dr. R" also has pl…
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Tired of competing for the same overpriced properties on the market? What if the most profitable new deal wasn't on the MLS, but was a hidden opportunity you already own? A quiet revolution in zoning law is sweeping the nation—a legislative earthquake creating a new "land rush" for savvy investors. In this first episode of a new three-part series o…
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Sarah Coles and Emma Wall look at the factors moving markets around the world. They discuss the US government shutdown, strong economic data, and why both equities and gold are rising, despite usually pointing in opposite directions. They also delve into global market trends and UK economic concerns. This podcast isn’t personal advice. If you’re un…
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Our latest episode – our 150th – tackles the dilemma retirees face over how much money to take out of their pensions, while trying to ensure their lifetime savings last as long as they do. The famous strategy is the 4% rule, which has recently been renamed the 4.7% rule. To explain all you need to know about this rule, including why it has its crit…
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The Budget has been pushed back from October to November 26th, and that delay alone has raised eyebrows. In this episode of the Tax Compass Podcast, Simon Roue and Laura Sant from LSR Partners explore: Why the Budget delay could signal big changes How income tax bands, personal allowances and fiscal drag might evolve The likely changes to pension r…
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In this insightful episode, BTS Candidate Support and Business Development Adviser Will Salmon sits down with Rob Horner, Quilter Academy Manager, to ask some of the most frequently asked questions from prospective academy candidates. Whether you're considering a career change or just starting out, this Q&A session is designed to help you decide if…
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Updated legislative and regulatory instruments were added to the ever-expanding cache in the SMSF sector last month. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack what it all means with Bryce Figot, special legal counsel for DBA Lawyers. Figot delves into the changes made in LCR 2021/2 and TR 2010/1, focusing o…
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#8. Co-hosts Neil Benson and Sarah Penn discuss the latest news and events affecting Australia's superannuation sector, including: Joe Longo is stepping down as chair of ASIC Macquarie Investment Management offers compensation to SMSF trustees who invested in Shield through its wrap platform The role of superannuation trustees in determining which …
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In this episode, Transform NOW co-hosts Brad Hairston and Michael Marchuk banter about some interesting recent news headlines in the world of automation and AI. . News stories covered in this episode: . Accenture plans on ‘exiting’ staff who can’t be reskilled on AI amid restructuring strategy https://www.cnbc.com/2025/09/26/accenture-plans-on-exit…
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Shahab and Walter answer your questions about Social Security & Medicare --- and we troll the trolls! Is it time to scrap the payroll wage cap? Is Social Security really running out of money? And how do you switch from Medicare Advantage to traditional Medicare? We take on the trolls who claim that Democrats want these programs "to fail" ---- and t…
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Luis Rivas shares how he left a 22-year government career, cashed out his pension, and pivoted into real estate investing and coaching. From the fear of leaving “golden handcuffs” to building wealth through multifamily properties, private lending, and U.S. opportunities, Luis dives into pensions, Canada’s economy, AI’s impact, and creating financia…
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Last week, you learned why farmland is one of Wall Street's best-kept secrets. The "why" is clear. Now, it's time to get tactical. How do you actually buy a piece of this multi-trillion dollar asset class without making a catastrophic mistake? In the final episode of this special series on the 5-Minute PRIME Podcast, host Martin Maxwell delivers th…
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With the Budget date now confirmed, speculation is swirling. From tax hikes to potential ISA rule changes and pension tax tweaks. Sarah Coles and Helen Morrissey break down the rumours ahead of the Autumn Statement and what they could mean for your finances. They explore concerns around ISA limits, the future of the Lifetime ISA, pension tax relief…
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The focus for this episode is where investors can look for potentially undervalued opportunities. Kyle is joined by Michael Field, chief equity market strategist at Morningstar, who explains why three sectors stand out from the crowd, and outlines share examples. The episode also covers the danger of potential ‘value traps’. On The Money is an inte…
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Send us your feedback Have you ever wondered about clinical trials for sight loss? In this episode, we break down everything you need to know about participating in research. Join us as we talk with Gerry and Sarah from the Macular Society's research team about how clinical trials work, what to expect, and how you can get involved. Whether you're c…
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