New Model Adviser Podcast-logo

New Model Adviser Podcast

Current Affairs >

Each week we discuss the biggest stories and issues with a range of esteemed guests from across the profession.

Each week we discuss the biggest stories and issues with a range of esteemed guests from across the profession.
More Information

Location:

United Kingdom

Description:

Each week we discuss the biggest stories and issues with a range of esteemed guests from across the profession.

Language:

English


Episodes

Julian Gilbert: Running a business with severe illness

6/19/2018
More
The Wealth Matters director shares his incredible recovery from throat cancer, the thoughts running through his head on hearing his diagnosis and how the business adapted as a result.

Duration:00:19:07

Emergency! Why pension tax codes need a re-think

6/7/2018
More
Nucleus product technical manager Rachel Vahey sits down with New Model Adviser® online producer Ollie Smith to talk auto-enrolment, the self-employed and savings reform.

Duration:00:27:25

British Steel workers tell us their pension transfer stories

5/25/2018
More
NMA reporter Elliot Smith travels to Port Talbot to meet Chris and Stuart, two British Steel workers affected by the pension transfer saga. Here they share their story.

Duration:00:21:16

The man who blew the whistle on a £25 million scandal

5/17/2018
More
What's the worst thing you've ever done that was the right thing to do? In the wake of the regulator slapping a £640,000 on the chief executive of Barclays over a whistle-blowing scandal, New Model Adviser® senior reporter Jack Gilbert interviews George Patellis, who blew the whistle on the Connaught scandal.

Duration:00:43:24

Pete Matthew and Chris Budd: how to advise financial planners

5/10/2018
More
Even financial advisers need financial advice sometimes, as our special podcast case study proves.

Duration:00:34:14

'In our community, everyone gives a shit': NextGen’s Adam Carolan and Rohan Sivajoti

5/3/2018
More
They're the young industry leaders who pushed back against the boring seminars and bossy keynote speakers to give young planners a voice. Now, in this exclusive podcast, Adam Carolan and Rohan Sivajoti crack open the beers and get honest with Ollie Smith in the New Model Adviser® studio.

Duration:00:38:06

Why are the most successful firms the most expensive?

4/26/2018
More
This week features a news roundup. Ollie Smith is joined by Charles Walmsley to FCA safe spaces, Jack Gilbert to talk about why advice fees are on the up, and Ian Horne to share stories from Citywire's South West Retreat.

Duration:00:24:45

SJP’s ex-Premier League adviser explains footballers’ finances

4/19/2018
More
In the wake of more football financial news, New Model Adviser® regulatory reporter Elliot Smith sits down with former Sheffield United winger-turned St James's Place adviser Ryan France to discuss footballers' finance, and the transition from pitch to planning.

Duration:00:30:12

‘IFAs are volunteering clients for losses’: don’t ignore sustainable investment

4/12/2018
More
Reporter Christine Dawson and features editor Natasha Turner are joined by Futerra co-founder Ed Gillespie and In2 Planning investment specialist Tanya Pein to bust myths on sustainable investing. Hear which funds could kick-start your move to a more sustainable future.

Duration:00:42:34

'I got sued over DB transfers': the contingent charge conundrum

4/5/2018
More
Following a bumber couple of weeks for regulatory news, New Model Adviser® features editor Natasha Turner sits down with online producer Ollie Smith, editor Will Robins and special guest Henry Tapper to put the world of regulation to rights.

Duration:00:28:37

IFS: We're all going to pay more tax

3/29/2018
More
In a special episode, New Model Adviser® online producer Ollie Smith goes on a mission to interview Paul Johnson, director of respected think tank Institute for Fiscal Studies, in his office.

Duration:00:16:40

The future of the freedoms: will annuities make a comeback?

3/22/2018
More
New Model Adviser® online producer Ollie Smith sits down with senior reporter Jack Gilbert and Standard Life head of pensions strategy Jamie Jenkins to discuss the pension freedoms, auto-enrolment, and baby Arlo, who will have more control over his pension choices than any of us could possibly imagine.

Duration:00:23:26

Phoenix firms: rising from the ashes of bad advice

3/15/2018
More
New Model Adviser® online producer Ollie Smith sits down with NMA regulatory reporter Elliot Smith and editor Will Robins to discuss phoenix firms and regulation.

Duration:00:18:19

'Smashing the patriarchy': IWD18 special

3/7/2018
More
Investment Quorum director private clients, Petronella West; EQ Investors technical director, Jeannie Boyle; and Equanimity IFA managing director, Helen Howcroft come together to discuss diversity in advice, educating and inspiring women and why the imposter syndrome still prevails.

Duration:00:47:01

British Steel: why one IFA turned away transfers

2/22/2018
More
Niche IFA director Ray Adams sits down with New Model Adviser® senior reporter and online producer Ollie Smith to give them his first-hand account of the British Steel pensions saga in Wales. Meanwhile, New Model Adviser® editor Will Robins also has an announcement to make...

Duration:00:18:43

Sponsored CPD podcast: under the bonnet of multi-asset

2/19/2018
More
Are multi-assets for everyone, and how should we factor in investment risk? Citywire's Ian Horne is joined by Paul Flood (pictured), multi-asset portfolio manager at Newton, a BNY Mellon Company, as well as financial planning experts Nick McBreen and Martin Fahy to get the lowdown. Claim 45 minutes of structured CPD now. Just listen to the module then take the test. The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is...

Duration:00:34:18

Wading through DFM alphabet soup

2/15/2018
More
Seven Investment Management’s Justin Urqhuart Stewart joins Jack Gilbert and Will Robins in the New Model Adviser® studio to talk about managing clients’ money and what to do in turbulent times.

Duration:00:28:44

Beating the bad news

2/8/2018
More
Camarco partner Louise Dolan and Citywire head of investment research Frank Talbot sit down with New Model Adviser online producer and senior reporter Ollie Smith and Jack Gilbert to discuss market corrections, bad PR days and who is hot and who is not this week.

Duration:00:21:13

Saving advisers from Space Jam

2/1/2018
More
Yardstick director Phil Bray sits down with New Model Adviser® online producer Ollie Smith to talk the good, the bad and the very worst of IFA marketing.

Duration:00:15:43

The Carillion billions: who's to blame?

1/25/2018
More
Hargreaves Lansdown's head of retirement policy Tom McPhail joins New Model Adviser® staffers Jack Gilbert and Ollie Smith to talk Carillion, blame and Philip Greens.

Duration:00:19:32