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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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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Join Gabby Logan every week as she speaks to some familiar faces about their relationship with money, the financial lessons they've learned on the road to professional success, and how they're investing for their family's future. Visit ii.co.uk for more investing ideas and information.
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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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S5 Ep1: How should trustees and employers approach defined benefit risk transfer versus run-on?
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In our first episode of season 5 of the Burges Salmon Pensions Pod, Helen Norman and Chris Brown are joined by Sarah Brown, UK Chief Actuary at Gallagher Benefit Services, to discuss the benefits of defined benefit risk transfer versus run-on.Av The Burges Salmon Pensions Pod
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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.Av 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.Av 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.Av 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.Av 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.Av 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.Av Citywire
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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 dippingAv 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.Av 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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S4 Ep6: Insurer Due Diligence: How does it help trustees navigating the pension insurance market?
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Just like that we have reached the end of Season 4 of the Burges Salmon Pensions Pod. The pensions insurance market has exploded over the last 12-24 months, so in our final episode Chris Brown and Helen Helen Norman are joined by Richard Hall, a partner at Argyll Covenant Advisory, to discuss insurer due diligence and how this can assist trustees. …
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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.Av Citywire
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S4 Ep5: The gender pensions gap: What is it and possible solutions for addressing the gap?
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In the latest episode of the Burges Salmon Pensions Pod, Chris and Helen are joined by Emma Moore (an Associate Partner at Aon) to discuss the gender pensions gap. In this episode Chris, Helen and Emma cover: What the gender pensions gap is; Why it is so significant; and Possible solutions for addressing the gap.…
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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.Av 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.Av Citywire
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S4 Ep4: How are we seeing trustees respond to the recent Virgin Media case?
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In our first episode of 2024 Helen Cracknell is joined by Luke Parry-Billings, a trainee solicitor in our pensions team to discuss how trustees could respond to the recent Virgin Media Ltd v NTL Pension Trustees II case. The High Court considered the question of whether amendments made to rights to the payment of pensions and accrued rights to pens…
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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.Av 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.Av 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.Av Citywire
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S4 Ep3: How much do you know about AI (artificial intelligence) and how it is impacting the pensions industry?
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In the latest episode of the Burges Salmon Pensions Pod, Tom Whittaker a senior associate at Burges Salmon who is an AI specialist joins Chris Brown and Helen Cracknell to discuss what you need to know about AI in pensions. In this episode we take it right back to basics (what is AI?) before looking at the current situation and what trustees and em…
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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.Av Citywire
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S4 Ep2: How might the Mansion House proposals change the pensions landscape?
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Whether you know a little, a little bit more, or a lot about the recent Mansion House proposals, our latest podcast episode will have something for you. Douglas Hogg, Client Director at Zedra joins our presenters Chris and Helen to cover two elements of the July Mansion House proposals… Using DB in productive finance and DB consolidation. There is …
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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.Av Citywire
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S4 Ep1: A round-up of recent pensions news stories
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In this very special opening episode, our presenters Chris Brown and Helen Cracknell joined by our pensions trainee solicitors and apprentice to run through some of the latest pensions news stories. Topics covered include the Economic Crime and Corporate Transparency Act 2023, PPF’s Public Consolidator blog post, the UK-US data bridge, the Mansions…
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Chris and Helen will be returning to explore the latest key topics in the world of pensions. With bitesize episodes for Employers as well as for Trustees, they, along with special guests, will help you navigate the changing regulatory and legislative landscape. Episodes will be released from Tuesday 14 November covering issues such as AI in pension…
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