A topical show looking at news, policy and regulatory developments in the UK financial services industry. Hosted by Eve McGrady, alongside Fairer Finance's Managing Director James Daley and Director Tim Hogg.
…
continue reading
Pensions Regulator Podcasts
FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
…
continue reading
The Pensions Regulator (TPR) is the public body that protects workplace pensions in the UK. We work with employers and those running pensions so that people can save safely for their retirement. We aim to be a strong, visible regulator so that we build people's confidence in pensions.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
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.
…
continue reading
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.
…
continue reading
Lawyers from international law firm Pinsent Masons discuss the latest news in the world of business law. We analyse rulings, laws, news events and trends to help organisations navigate a complicated and fast-moving world of business law and regulations. Every fortnight in these 20 minute episodes we give expert guidance to keep you ahead of your competition and to help you meet the challenges ahead. Listen and subscribe for the latest news and analysis on legal and regulatory issues from exp ...
…
continue reading
Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
…
continue reading
OPEN Talks is a series of short podcasts focused on diversity, equity and inclusion (DEI). Each episode is hosted by a member of the Mayer Brown Employment & Benefits group as part of their wider DEI initiative, OPEN.
…
continue reading
1
Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
45:33
45:33
Play later
Play later
Lists
Like
Liked
45:33In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney. Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the cont…
…
continue reading
1
How will a Fos longstop impact adviser complaints?
20:36
20:36
Play later
Play later
Lists
Like
Liked
20:36On this week’s episode of the FT Adviser podcast, senior reporter Alina Khan speaks to Alan Lakey, director of Highclere Financial Services, and Derek Bradley, chief executive of Panacea Adviser, about complaints cases they have come across over the years and why they underpin a real need for a Fos longstop. Hosted on Acast. See acast.com/privacy f…
…
continue reading
1
Superannuation Under the Microscope: Fees, Taxes, The Gender Gap, and Annuities
35:37
35:37
Play later
Play later
Lists
Like
Liked
35:37#10. Co-hosts Sarah Penn and Neil Benson discuss the latest news and issues affecting the Australian superannuation sector. We cover: Big fines in the industry: ASIC and CBUS settle member claims delays with a $23.5 million fine, highlighting the financial pain for profit-to-member funds and contrasting it with corporately-owned funds like Macquari…
…
continue reading
1
39: Why suppliers could be a big source of cyber vulnerability, and how legal competition might stifle innovation
21:01
21:01
Play later
Play later
Lists
Like
Liked
21:01As new figures show that UK cyber attacks are getting more serious Simon Colvin explains how to deal with the vulnerabilities in your supply chain, while David Halliwell applies some Nobel-winning counter-intuition to the economics of legal services.By Pinsent Masons
…
continue reading
1
How is AI changing financial services/House of Lords Regulation Committee/FCA Value measures data
41:39
41:39
Play later
Play later
Lists
Like
Liked
41:39In this week's episode, we look at how AI is being used in financial services and how it might involve in future. We follow the recent discussion between MPs and financial regulators on the topic in the House of Commons and talk about some of the risks as well as the opportunities. Staying in Westminster, we take a brief look at the House of Lords …
…
continue reading
1
Gold, Silver, Equities: Which One Deserves a Place in Your Portfolio?
1:14:25
1:14:25
Play later
Play later
Lists
Like
Liked
1:14:25When Indian Equity Markets Go Sideways: Are Alternative Assets Worth It? Indian equities have been flat for over a year. So where should you actually put your money? Shray sits down with Deepak Shenoy from Capital Mind to break it all down. Silver just hit $50 for the first time in 45 years. Deepak explains the Hunt Brothers saga, the Thailand impo…
…
continue reading
On the latest edition of the FT Adviser podcast, senior investment editor David Thorpe chats to F&C investment trust manager Paul Niven, Arbuthnot Latham head of investment research Peter Doherty and Ashoka White Oak emerging markets investment adviser Loong Lim about the prospects for the emerging markets asset class after a strong year of perform…
…
continue reading
1
Inside the evolving world of SMSF lending
54:42
54:42
Play later
Play later
Lists
Like
Liked
54:42After 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 …
…
continue reading
1
Sanity Prevails: Breaking Down the Latest Superannuation Tax Changes and Payday Super
21:51
21:51
Play later
Play later
Lists
Like
Liked
21:51#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…
…
continue reading
1
Why advisers increasingly look to private markets
22:49
22:49
Play later
Play later
Lists
Like
Liked
22:49On the latest episode of the FT Adviser podcast senior reporter Tara O'Connor chats to Wealth Club's head of investment research, Jonathan Moyes, about investors' growing interest in private markets and why he is “nervous” about the use of investment trusts as a means of accessing the market. Hosted on Acast. See acast.com/privacy for more informat…
…
continue reading
1
From H1B to Dream11 - When risks hit you hard
1:02:22
1:02:22
Play later
Play later
Lists
Like
Liked
1:02:22What do DreamFolks, Dream11, JSW Steel, and Donald Trump's H-1B visa policy all have in common? Each shows how unexpected risks can reshape markets and investments overnight. Deepak Shenoy and Shray Chandra break down 5 types of risk you never saw coming from business model collapse and legal shocks to regulation, policy changes, and passive invest…
…
continue reading
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…
…
continue reading
1
38: The change in regulation that could open the biosimilars floodgates, and radical football regulation changes in England
19:52
19:52
Play later
Play later
Lists
Like
Liked
19:52A change in regulatory approach could lead to a flood of new, cheap biosimilars antibody treatments, says Tracey Roberts, while Trevor Watkins talks us through English football’s radical new approach to regulation.By Pinsent Masons
…
continue reading
1
FCA consumer duty update/Motor finance compensation scheme
42:07
42:07
Play later
Play later
Lists
Like
Liked
42:07In this week's episode, we discuss the detail behind the FCA's proposed motor finance redress scheme. While millions of consumers could be in line for compensation, some consumers are unhappy with the design of the scheme. In the second half of the show, we look at the FCA's latest consumer duty updates, and it's work plan for the year ahead. With …
…
continue reading
1
Bond returns less likely to be influenced by duration
34:57
34:57
Play later
Play later
Lists
Like
Liked
34:57The guests on the latest edition of the FT Adviser podcast agree that while duration will always be a very significant arbiter of returns, it is perhaps not quite to the same extent as has been in the recent past. George Fox from the Merlin multi-manager team at Jupiter, Mohammed Kazmi, fixed income strategist at UPB UK, and Ryan Myerberg, fixed in…
…
continue reading
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…
…
continue reading
…
continue reading
1
Joe Longo’s Exits ASIC Exit, SMSF Risks, DIV296 Delays and Aged Pension Asset Test Debate
27:23
27:23
Play later
Play later
Lists
Like
Liked
27:23#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 …
…
continue reading
1
‘We’re massively behind’ with cryptofinance
22:21
22:21
Play later
Play later
Lists
Like
Liked
22:21
…
continue reading
1
37: How businesses can prepare for new UK immigration rules, and the EU makes third attempt at 28th regime
18:38
18:38
Play later
Play later
Lists
Like
Liked
18:38The UK is making major changes to rules governing workers from abroad and more is to come. Shara Pledger guides us through. While Paul White considers the chances of success for a third EU attempt to harmonise business laws.By Pinsent Masons
…
continue reading
1
Time spent holding assets key to private markets investing
21:49
21:49
Play later
Play later
Lists
Like
Liked
21:49The most significant aspect to think about when investing in private markets is the length of time a client is able to hold the asset, according to Joan Solotar, global head of Blackstone Private Wealth. Speaking with features editor Melanie Tringham, Solotar outlines her views on private markets and how retail investors should think about them, lo…
…
continue reading
1
Which? insurance super-complaint/FCA consultation on crypto-currency
35:10
35:10
Play later
Play later
Lists
Like
Liked
35:10In this week's episode, we start with a look at Which?'s super-complaint into the home and travel insurance markets. Fairer Finance supported Which? with its analysis, and shares its concerns. But it's likely to have gone down like a lead balloon at the FCA, where resources are stretched and management are being told to focus on the Treasury's pro-…
…
continue reading
The SMSF sector is in a holding pattern as key regulatory and legislative changes remain unresolved. In this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford discuss some of the key changes that are still to be clarified, such as the Div 296 tax and the much-anticipated NALI/E amendments. The podcast touches on recent updates fr…
…
continue reading
51
ESOPs Demystified: Taxes, Dilution & the Path to Wealth in India!
1:02:36
1:02:36
Play later
Play later
Lists
Like
Liked
1:02:36ESOPs (Employee Stock Options) are one of the least understood parts of compensation in India. Are they wealth creators or just glorified lottery tickets? We break down everything you need to know, the trade-off between salary and ESOPs, the risks of taxation and dilution, and how exits, IPOs, and secondary markets really work. From early employee …
…
continue reading
1
Navigating NPP and Payday Super: what super funds need to know
33:25
33:25
Play later
Play later
Lists
Like
Liked
33:25#7. Co-hosts Sarah Penn and Neil chat with Marnie Ryan, head of product innovation and enablement at AP+ (formerly NPP Australia). We cover: NPP and Superannuation: From 1 July 2026, funds must accept real-time payments via the New Payments Platform (NPP)—mandatory, and separate from Payday Super legislation. Modernising Payments: Transition away f…
…
continue reading
1
How has the world of employee benefits changed?
22:57
22:57
Play later
Play later
Lists
Like
Liked
22:57In this episode of the FT Adviser podcast Unum CEO Mark Till joins senior reporter Tom Dunstan to discuss employee benefits, how they have changed over recent years, and what could happen to them in the future. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
1
How have healthcare costs changed since 2005?
35:45
35:45
Play later
Play later
Lists
Like
Liked
35:45Since 2005, the Milliman Medical Index (MMI) has estimated annual healthcare costs for people covered by a typical employer-sponsored health plan. To mark the 20th anniversary of the report, MMI authors past and present gathered to review how healthcare has changed over the past two decades. They discussed the impact of the Affordable Care Act and …
…
continue reading
1
FCA: Brokers have a ‘hugely important’ role in mortgage advice
15:19
15:19
Play later
Play later
Lists
Like
Liked
15:19Mortgage brokers and advisers have a “hugely important” role to play in helping more Britons on to the housing ladder, the FCA has said. Speaking on the latest FT Adviser Margin Notes videocast, David Geale, the FCA’s permanent executive director for payments and digital finance, explained the reasons the regulator is looking at the future of mortg…
…
continue reading
What's the Fairer Finance podcast about and who is it for? Email us your questions and suggested topics for discussion to [email protected] Fairer Finance
…
continue reading
1
36: Why ECCTA should prompt culture rethink, and VAT in intra-group contracts
21:47
21:47
Play later
Play later
Lists
Like
Liked
21:47A new UK law has come into force putting new anti-corruption obligations on companies and managers, and David Lister thinks it should prompt a culture rethink at organisations; and a UK Supreme Court ruling should change how companies deal with intra-group contracts.By Pinsent Masons
…
continue reading
1
Supreme Court car finance ruling/New Economic Secretary/Look forward to Autumn 2025
37:11
37:11
Play later
Play later
Lists
Like
Liked
37:11We're back from a summer break - starting season 2 with a look at the Supreme Court car finance ruling. We explore what it means for the industry and for consumers. In the second half of the show, we look back at the news stories from the past few weeks - including what the new Economic Secretary might mean for Government financial services policy.…
…
continue reading
1
Getting it right: the challenge in market valuations
50:09
50:09
Play later
Play later
Lists
Like
Liked
50:09Market valuations have emerged as a crucial area in the SMSF sector, particularly in light of regulatory changes and heightened ATO scrutiny. The looming spectre of Division 296 further complicates the landscape, particularly regarding the methodology used for valuations. In this episode of the SMSF Adviser Podcast, host Aaron Dunn, chief executive…
…
continue reading
1
Bold moves for super: reforms, regulation and the housing investment debate
30:41
30:41
Play later
Play later
Lists
Like
Liked
30:41#6. Co-hosts Sarah Penn and Neil Benson break down the latest news and debates in the superannuation sector. We cover: Legislative inaction: Despite big talk from government and industry summits, there’s little movement yet on significant superannuation or tax reforms. Super funds vs. ATO: HESTA and ART are taking legal action against the ATO over …
…
continue reading
1
Why the Letters of Authority process needs to change
25:01
25:01
Play later
Play later
Lists
Like
Liked
25:01This week news editor Amy Austin speaks to Justine Pattullo, chair of Flag and representative of Pension Lab and Nick Green, strategy and proposition director at Criterion, about Letters of Authorities and what can be done to improve this process. They looked at why the process is fraught with problems and why everyone will need to work together to…
…
continue reading
The updated rules on when a pension commences and ceases have created confusion in the SMSF sector. On this week's episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford delve into the intricacies of TR2013/5 with Tim Miller, head of education and technical for Smarter SMSF. Miller explains how the revised ruling, which was updated in…
…
continue reading
1
Inside complaints data: Insights from Heather Gray, Lead Ombudsman Superannuation at AFCA
41:44
41:44
Play later
Play later
Lists
Like
Liked
41:44#5. Co-hosts Sarah Penn and Neil Benson chat with Heather Gray, Lead Obudsman, Superannuation at Australian Financial Complaints Authority. We cover: Complaints as Feedback: Complaints are valuable for identifying service improvement areas, even though funds aim to minimize them. Drop in Insurance Delay Complaints: There has been a notable reductio…
…
continue reading
1
Guided retirement and helping savers make the right decisions
23:26
23:26
Play later
Play later
Lists
Like
Liked
23:26Patrick Coyne, Interim Director of Pensions Reform at TPR, and Nike Trost, the FCA’s Head of Department - Asset Management and Pensions Policy, discuss how trustees can help ensure guided retirement makes a difference to savers by developing a much deeper understanding of the diverse needs and profiles within their scheme membership.…
…
continue reading
What if money wasn't the goal… but the tool? Deepak Shenoy and Shray Chandra dive deep into how money can enable experiences, freedom, and meaning, instead of becoming an end in itself. 00:00 Intro 02:33 GDP, Good Life, and Getting Real About Returns 15:14 The Real Cost of Wealth (and the Price of a Good Life) 31:20 Planning for Joy, Not Just Retur…
…
continue reading
Australia is currently grappling with a complex web of regulatory reforms, which has left many advisers in a state of limbo. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the pressing issue of financial advice reform. One of the most troubling issues is in the advice sector, and after nearly three years since …
…
continue reading
1
From DDO to FAR: What’s shaping superannuation’s future right now
22:37
22:37
Play later
Play later
Lists
Like
Liked
22:37#4. Sarah Penn and Neil Benson discuss the latest news and views affecting Australian superannuation professionals. AFCA Complaints Down: Overall complaints about financial services are down 4%, with superannuation-specific complaints dropping a huge 16%. Notably, complaints about claims handling fell by 39%, signalling real operational improvement…
…
continue reading
1
FCA insurance market reviews/Fairer Finance insurance pricing report
49:32
49:32
Play later
Play later
Lists
Like
Liked
49:32This week, we are dedicating the whole episode to insurance. Last week, the FCA published a raft of papers around the general insurance market - from the premium finance market study interim report through to its review of the general insurance pricing practices remedies. We unpack what was in the FCA papers and what these might mean for industry a…
…
continue reading
1
Large cap the place to be as US uncertainty grows
32:57
32:57
Play later
Play later
Lists
Like
Liked
32:57The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, but are cautious on the outlook for the seven stocks at the top of the index. Alex Crooke, who runs the Bankers investment trust at Janus Henderson, Jason Da Silva, multi-asset investment strategist at Arbuthnot Latham, and …
…
continue reading
1
Exploring Division 296 alternatives that don't tax paper profits
40:59
40:59
Play later
Play later
Lists
Like
Liked
40:59In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn break down some of the alternative methods to remove concessions for large super balances without resorting to taxing unrealised gains, with a range of options being delivered in recent weeks. The IFPA put forward compulsory cashing, while Geoff Wilson and Wilson Asset …
…
continue reading
1
Well-intentioned mishaps: when tech goes wrong
29:58
29:58
Play later
Play later
Lists
Like
Liked
29:58#3. Sarah Penn (CEO of Mayflower Consulting) and Neil Benson (CEO of Superware) discuss the latest news and views affecting Australian superannuation professionals. Do we really care about 1 year fund returns or is it just marketing? Binding death benefit nominations - don't write 100.00% Sarah was at risk conference so wants to talk it. When good …
…
continue reading
1
The Saga of the Jane Street Trading Scandal
1:19:25
1:19:25
Play later
Play later
Lists
Like
Liked
1:19:25In this episode, Deepak and Shray unpack the SEBI allegations against global trading giant Jane Street and explore whether this is a case of shrewd arbitrage or market manipulation in India's underregulated options landscape. In doing so, they reveal deeper structural issues. An outsized derivatives market, regulatory blind spots, tax inequities, a…
…
continue reading
1
FCA mortgage review: desires, predictions and cautions
25:30
25:30
Play later
Play later
Lists
Like
Liked
25:30On this episode of the FT Adviser podcast senior reporter Tom Dunstan chats to AMI head of policy Stacy Penn and St James’s Place divisional director of third party products & services, Tony Mudd, about the FCA's mortgage review, what they would like to see, what they predict will happen, and what they don't want to come out of the review. Hosted o…
…
continue reading
1
35: UK reforms financial regulation and pensions
20:03
20:03
Play later
Play later
Lists
Like
Liked
20:03The UK government has taken big steps in the last week to reform financial services regulation and pensions policy. Liz Budd and Simon Laight assess whether the new approaches will achieve the government’s aim of boosting investment.By Pinsent Masons
…
continue reading
In this week's episode we discuss the Leeds reforms announced by the Chancellor on 15 July. These included more detail about reforms to the Financial Ombudsman Service as well as significant changes to the Senior Managers & Certification Regime. There was also a hint of changes to the retail banking ringfence. We discuss what all this means for bus…
…
continue reading
1
Why the profession needs to shout about apprenticeships
22:10
22:10
Play later
Play later
Lists
Like
Liked
22:10In this episode FT Adviser's news editor Amy Austin discusses what has changed about adviser apprenticeships and why the industry needs to be more proactive in promoting them with Tom Hegarty, chair of the New Talent Alliance, and Rachael Fennessey, founder of recruitment agency Aspire Executive Search. Hosted on Acast. See acast.com/privacy for mo…
…
continue reading
The increase of the transfer balance cap from $1.9 million to $2 million is not as simple to understand as it seems. In this SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the implications of the TBC rise implemented at the start of the new financial year with industry stalwart David Busoli. While this shift appears straightforward, …
…
continue reading