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Financial Services Unplugged with Tom McPhailEpisodes
Episodes of Financial Services Unplugged
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Michael Johnson sets out a radical and thought-provoking vision for reform of the UK's state, workplace and individual pensions, with a view to simplicity and long-term sustainability. Pensions: a vision for the future - Social Market Foundatio
My colleague Alison Gay and I review the party manifestos published to date and consider the key personal finance promises
Scott Phillips of the Pension Lab joins me to talk about Dashboards, the surprisingly dysfunctional LOA system and what some in the industry are trying to do about it
Rachel Vahey of AJ Bell talks with me about the Triple Lock, the LTA, Pension Freedoms and the advice/guidance boundary review
FT Adviser editor Simoney Kyriakou and the future for financial advice firms
What should have been simple has proved to be anything but; HMRC has created a new way to inflict misery on unsuspecting pension savers. Jon Greer from Quilter gently explains everything we need to know. We also discuss what a new Labour govern
Adrian Boulding makes a compelling case, not just why CDC schemes are a good idea but also, crucially how they are actually going to happen
Tom Selby and I unpick the political, fiscal and personal finance fun and games of the Budget
In which Robert and Charlie from Money Guided talk about how to help people manage their money better
Andrew Tully from Nucleus on why we need a long-term savings commission
...in Which Dave Henderson of Penny https://pennypension.com and I offer a couple of suggestions for how to make pension transfers work better
...in which Gregg talks to me about pension investments in infrastructure and politics from the viewpoint of an ex-shadow pensions minister.
The FCA's proposed solutions and consultation questions analysed with expert help from Nathan Long of Hargreaves Lansdown and Michael Lawrence of Bovill. You can also read Michael's thoughts here Advice Guidance Boundary Review puts transformat
Richard Smith gives the expert's view on where we're at with the development of pension dashboards, drawing on years of experience in the UK and fresh insights from across Europe.
Andy Tully joins me to talk through the Nucleus research on retirement confidence; who's confident, who isn't and the factors that affect confidence. Clue: it's really important to have a plan...
Another big week for pensions policy, James Dowling helps me pick out the highlights.
Tom Selby of AJ Bell helps me try and make sense of the mother of all reshuffles and we make some moderately well-informed predictions about the forthcoming Autumn Statement
What's happening with the FCA's review of advice and guidance and where might it take us? We're expecting an announcement in the near future; in the meantime, expert insight is provided by Michael Lawrence of Bovill | financial services regulat
'...the most bruising quarter we've ever seen for advised platforms', was how my colleague Rich described the latest update on platforms. So here we talk through what's going on...
As part of the solution to the small pots problem, the DWP is interested in Pot for Life. This has worked well in Australia and could lead to Auto-enrolment 2.0. This episode looks at what it is, how it could work and some of the challenges tha
A quick review of some of the highlights from the multiple policy papers on pension reform published by the government this week.
A quick roundup of expected pensions policy announcements, a run through of the FCA's retirement advice review and the ongoing problems with pension transfersInvesting in the Future: Boosting Savings and Prosperity for the UK (institute.global
What are Labour's plans for pensions and are we going to see a big bang scheme consolidation initiative? Tom Frackowiak from Cicero joins me to discuss these questions and also to talk about the alternative reality of political party conference
AJ Bell are lobbying for a radical simplification of ISAs. Tom Selby explains why, and how it could work. You can also read more about it here AJ Bell calls for ISA overhaul in radical simplification of UK savings system | AJ Bell
Stuart McDonald of LCP takes us on a brilliant canter through what's happening with life expectancy and longevity and the implications for pension provision.Link to Stuart's report, referenced in the podcast: https://www.lcp.uk.com/pensions-be
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