Shows
Cut Through the NoiseWe're back again to unpack the budget with Quilter's Roddy Munro and their new Pension Crystallisation toolQuilter's Roddy Munro is back again to speaks to us about the increasing importance of financial advisers as the inheritance landscape changes after the Autumn Budget. He introduces their new Pension Crystallisation tool and what advisers will need to consider now that the future of inheritance planning has changed.
2026-01-0837 minCut Through the NoiseWe're diving into all things MPS with Elston's Henry CobbeHenry Cobbe is back for another scintillating podcast! This time we're diving into all things MPS including how the regulator should regulate them!
2025-06-1847 minCut Through the NoiseWe unpack the budget and the implications for advisers and consumers with Quilter's Roddy MunroRoddy Munro, head of technical sales at Quilter, speaks to us about the implications of the Autumn Budget and what advisers will need to consider in the wake of its seismic changes.
2024-12-2043 minCut Through the NoiseHenry Cobbe, from Elston, unpicks the battle raging around investment trust disclosure and what it means for managing portfoliosHenry Cobbe, founder and Head of Research at Elston Consulting, explains the background to the battle around investment trust disclosure, explaining what remains important and what advisers need to know, amongst all the noise and hoo-ha.
2024-05-3036 minCut Through the NoiseHenry Cobbe, from Elston, unpacks the key points for advisers from the FCA's thematic review on retirement income.Henry Cobbe, founder and Head of Research, at Elston Consulting, talks to Bella about the FCA's findings following its thematic review of retirement income advice, why it matters to advisers, and most importantly, what they need to do about it.
2024-05-1336 minCut Through the NoiseFrom complexity to clarity: Downing Fox's fund management evolution with Simon Evan-CookTune into the world of innovative fund management with our latest podcast featuring Simon Evan-Cook, Manager of the VT Downing Fox funds and Citywire columnist. From simplifying portfolios to the art of fund selection, discover why Simon believes fund of funds have a valuable role to play in investment solutions for advised clients.
2024-01-3141 minCut Through the NoiseSkimming interest on cash is so last season! Transact's Glen Sweet gives us the low down on cash and client chargesCash has never been more impactful according to Glen Sweet, Head of Distribution, at Transact. Tune in as we dive into the topic of the growing importance of cash in platforms and how the way it is treated differently on different platforms can have a major impact on clients.
2023-11-2926 minCut Through the NoiseQuilter’s Roddy Munro explains how the abolition of the LTA has the potential to be a massive tax hit for retireesJeremy Hunt appeared to do everyone a favour by signalling his intent to abolish the lifetime allowance. However, the real impact is hidden in the detail and represents a potential massive tax trap for some pensions savers. The real changes are so profound some of the old certainties of pension planning no longer apply. Roddy Munro, pensions and tax specialist at Quilter, explains how to avoid yourself and your clients falling into the Chancellor’s trap.
2023-10-1649 minCut Through the NoiseThe future of advice, the future of ProgenyNeil Moles, CEO of Progeny talks to Bella Caridade-Ferreira about his plans for the future of Progeny, why he won’t be launching his own platform, and where he sees the advice market heading. He talks us through his career, starting at 16 years old with Skipton, up to present day, taking in AI, platform and why financial advice is a great place to work, on the way.
2023-09-2833 minCut Through the NoiseFrom Embark to Scottish Widows: Decoding Lloyds' decision to rebrandThis August the headlines were full of the news that Embark is launching the Scottish Widows platform. Get ready as we unravel the decision behind Lloyds' strategic acquisition of Embark and why they now have converted it to Scottish Widows. Joining us in the studio with all the intel on this is none other than Jackie Leiper, CEO of the Embark group and MD of pensions, stockbroking and distribution at Lloyds Bank.
2023-08-2941 minCut Through the Noise7IM's new retirement income solution challenging the status quoWelcome to the inaugural episode of "Cut Through the Noise" in which we discuss 7IM's unique retirement income solution, which is turning heads and challenging the status quo. In the studio with Bella Caridade-Ferreira to talk through 7IM's innovative solution were Verona Kenny (dialling in from the Terminal 5 BA lounge), and strategic partners JP Grenade from Just, Antony Champion from RBC Brewin Dolphin, and Dale Scorer from EQ Investors.
2023-07-1124 min
The WalletHow do workplace pensions work? | #Money Hotline 3Today, we answer a question from Jamey — a 26-year-old who is a passionate advocate for young people getting an early start on saving for retirement.Having recently started a new job, Jamey wants to increase how much she pays into her workplace pension. However, her employer is hesitant due to the perceived admin involved. She asks us how to move the conversation forward and what other options are available to her.Today on The Wallet: 1/ Financial Adviser and founder of Ladies Finance Club, Lisa Conway-Hughes joins me to provide an ove...
2021-10-2827 min