Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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This is Citywire Advice Around the World. We are Ian Horne and Amelia Garland, and we are virtually traveling around the world to find the best stories we can from the international planning community. We’re going to share some unique stories and insights from the pioneers and trailblazers in our industry and find out quirks and interesting tales about them along the way. Message us to share your story.
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Tom Selby: Industry needs speculation and uncertainty to end at the Budget
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Speculation has been allowed to rumble on, to the point that advisers and their clients are selling assets and looking to cash in on their tax free lump sums before the big day. But will it be so punishing, for so many? And are the steps the government taking necessary to get the country back on its feet? Tom Selby, director of public policy at AJ …
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How platforms can up their game on transfers
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Platforms need to up their game on transfers, Transact’s chief development officer Tom Dunbar has said.بقلم Citywire
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Barry Horner: The advice profession is not a profession
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The advice veteran said that while the industry has made huge progress, a lack of awareness and dedicated university degrees hold it back.بقلم Citywire
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IFA consolidation has slowed white-labelling trend
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In this episode of The Advice Show, intermediary distribution director at Scottish Widows, Ranila Ravi-Burslem, talks about the trend of advice firms ‘white-labelling’ their platforms. Ravi-Burslem ponders why the trend has slowed in the advice market over the past year, the challenges facing advice firms – and why she believes the regulatory focus…
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Waspi compensation and the gender pension gap
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Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would have happened in 2024 , and what the government could have done differently.بقلم Citywire
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SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
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In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in its sector-wide review of retirement income advice.بقلم Citywire
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Everything IFAs need to know about the LTA abolition
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Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses how different clients will be impacted, the impact on death benefits, and more.بقلم Citywire
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Spring Budget recap with Matthew Pescott Frost
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In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost, owner of Suffolk-based advice firm Matthew Douglas.بقلم Citywire
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'Huge flaw’ in FCA simplified advice
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Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dippingبقلم Citywire
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How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while they can.بقلم Citywire
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Transformation in platforms and Nucleus’ replatforming challenge
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In this episode of The Advice Show, Fundscape CEO Bella Caridade-Ferreira joins NMA’s reporters for a wide-reaching discussion about the future of platforms, the sector’s recovery after a difficult 2023 – and why she thinks Nucleus’ replatforming could take longer than the business anticipates. Plus, Caridade-Ferreira reveals which platforms she pr…
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The 'jaw-dropping' errors that put IFA client data at risk
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Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm. This incident was not an isolated one. In this episode of The Advice Show, reporters Zach Sharif and Nicola Blackburn speak to Kate Shaw, financial planner at Financial Lif…
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Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare
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In this episode of The Advice Show, NMA reporters discuss some of the biggest stories from the past month, including what £150m in promised cost cuts means for Abrdn and the ongoing administration of Hartley Pensions that has left £1.3bn in client Sipp assets trapped.بقلم Citywire
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How does the IFA acquisition process work?
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The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Joining us this week is Debbie Dry, acquisitions director at Loyal North, to walk us through the process, and tell selling firms what they should watch out for.بقلم Citywire
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Are fixed fees more unpopular with older advisers?
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What are the challenges and opportunities in starting your own advice business in 2024? This week we’re joined by Rob Schwarz and Scott Millar, founders of new advice firm, Finova Money. We explore fixed-fee charging models, their subscription-based approach, and the future of financial planning.بقلم Citywire
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What can advisers expect from the FCA in 2024?
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What better way to kick-start the year than by diving into regulation? In this episode of The Advice Show, Mike Barrett, consulting director at The Lang Cat, forecasts where the FCA will take its regulatory work on advice fees, simplified advice and the British Steel saga in 2024.بقلم Citywire
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2023 Recap: NMA reporters dive into the biggest stories of the year
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2023 was another massive year for the world of advice. We had private equity money flooding in, consumer duty heralding a new era, and plenty of stories to dig our teeth into. Join reporters Zach Sharif, Nicola Blackburn and Alicja Hagopian as we dissect it all.بقلم Citywire
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Advice is pale, male and stale – SJP’s academy on how to bring in new talent
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How can we change the perception of advice, and bring through the next generation of advisers? This week we’re joined by Gee Footit, senior manager at St James’s Place Financial Adviser Academy, to discuss.بقلم Citywire
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How the Autumn Statement will impact your clients
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How much of a difference will the Autumn Statement make to the economy, and to clients?In this episode, we are joined by M&G pension specialist Kirsty Anderson to break down last week’s fiscal statement, how much of a difference it will make, and what it will mean for pensions.بقلم Citywire
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Monthly Roundup: Autumn Statement predictions and SJP's exit fee surprise
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New Model Adviser reporters Nicola, Zach and Victoria discuss some of the biggest stories from the past month, including SJP’s decision to scrap exit fees, the worst quarter on record for platform flows, and major providers suspending annuity quotes. The team also discuss some of the reported predictions for Jeremy Hunt’s Autumn Budget.…
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‘We are definitely breaking the barriers down’ - All-female IFA founder on women in advice
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Just 16% of UK advisers are women, according to the FCA. How can we change this, and how much progress have we made? In this episode, Independent Women founder Lesley Mackintosh discusses the state of the advice industry, and how to bring in more female advisers.بقلم Citywire
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FCA needs to step up to make transfers quicker
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Why is it taking so long to transfer off a platform? Jack Gilbert, editor of New Model Adviser, and Victoria Bell, senior reporter, talk to Howard Finnegan, director of product sales at Equisoft, about the challenges when transferring assets and how the regulator can tackle the problem.بقلم Citywire
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Fergie’s £6m Man Utd signing: Players think advisers just want to take their money!
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Nick Powell has faced a variety of challenges in his career path to date. From appearing in the Champions League, to completing his financial planning exams – Powell’s path has not been traditional. Join NMA reporters Zachariah Sharif and Alicja Hagopian, as they chat to Nick Powell and Emmelia Davidson-Slack for this fascinating insight into finan…
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Firms need to step up and stop diversity ‘lip-service’, Bravura says
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How do we address the dearth of diversity in financial advice? NMA Reporters Zachariah Sharif and Nicola Blackburn are joined by Jonathan Hawkins, principal business consultant at Bravura Solutions, to discuss how firms need to step up, the current state of diversity and the urgency of the situation.…
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Monthly Roundup: Inheritance tax changes, FCA info requests and Aviva rumours.
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In the last month, both political parties set out their vision for the economy, the FCA requested more and more information from firms, and Aviva’s share price rose amid rumours of a sale.بقلم Citywire
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