The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Preparing for IR35: ‘Advice is a lot less costly than an HMRC investigation'
Laura Purkess makes her podcast debut in a bumper podcast on the IR35 rules.
Christmas Special! AJ Bell joins NMA for 2019 review
AJ Bell's Tom Selby joined New Model Adviser's Ollie Smith, Laura Purkess and James Fitzgerald for a big fat review of the year. They kick off with a bumper edition of Ollie's famous pub quiz. Play along at home! Then the team get stuck in, debating their pick of the…
‘Money is like the Devil’ The need for financial wellbeing
Financial coach Simonne Gnessen asks clients to imagine what money would be like if it was a person you had invited around for tea. ‘For most people it’s the Devil, it’s a woman in a Tweed suit who’s pointing a finger.’ In this episode of Planning People New Model Adviser…
Welcome to the block market: why Lego investors are making a stack
Academic Savva Shanaev joins Ian Horne and Ollie Smith to discuss how Lego is an asset class in its own right.
'My faith made me a better financial adviser': our chat with Colin Low
Ian Horne and Ollie Smith are joined by Kingsfleet Wealth managing director Colin Low to discuss Christian faith in financial advice.
NHS pension crisis: specialist firm Barnaby Cecil
In this episode New Model Adviser editor Will Robins speaks to IFA firm Barnaby Cecil, which has a specialist service targeted at medical practitioners. You can read the full transcript here: http://citywire.co.uk/Publications/WEB_Resources/Creative/content/Barnaby-Cecil-Podcast.pdf Managing director Thomas Skinner and paraplanner Emma Walker explain how annual allowance taper rules have generated substantial tax…
'It is like the IFP 30 years ago': inside the NextGen conference 2019
Jack Gilbert does the rounds at the NextGen Planners Conference in Manchester, speaking to a host of familiar faces from the profession.
Blowing the whistle on Connaught sent my life into a downward spiral
Connaught whistle-blower George Patellis returns to the Citywire studio to tell Jack Gilbert and Ollie Smith about the impact of the case on his life.
Brexit, Boris and the Bank of England: hold on to your hats!
New Model Adviser editor Will Robins speaks to political insider Iain Anderson, co-founder and executive chairman of public policy and corporate communications group Cicero to discuss what Brexit, a new government and a new chair of the Bank of England will mean for the UK economy and financial services.
The Conservative Party Conference
Last week New Model Adviser’s Ollie Smith travelled Manchester to talk to MPs at the Conservative Party Conference. Editor Will Robins dragged Ollie into the studio to find out what he got up to and what policymakers told him about pensions, regulation, Brexit and even Neil Woodford.
Non-advised solutions are 'lazy' - OpenMoney boss Morrow
Many non-advised services offered by platforms and providers are ‘lazy solutions’, says Anthony Morrow, chief executive of digital advice firm OpenMoney.
Stop using email to send out client communications!
Ollie Smith is joined by MoneyInfo managing director Tessa Lee to discuss what advisers are getting right and wrong on their office tech.
Selling peace of mind: CEOs chat flat-fees and added value
In this podcast New Model Adviser editor Will Robins gets stuck into the fee debate, interviewing two financial planning CEOs: Alan Smith of Capital Asset Management and Barry Horner of Paradigm Norton. Smith is a renowned advocate of flat-fees and not afraid to ruffle feathers with his criticism of percentage…
Why financial planners should use the beautiful art of storytelling
Ollie Smith is joined by Foco Global managing director Michael Taggart and Citywire UK head of audience development Ian Horne to discuss the powerful impact of narrative in financial planning.
GAGP special: platform tech firms must change to survive
Jack Gilbert is joined by Altus principal consultant Ben Hammond to discuss the future of the platform tech firms driving change in the marketplace.
GAGP Special: 'we don't like the term robo-advice, it's pejorative'
NMA news editor Charles Walmsley is joined by Nutmeg head of financial advice Lisa Caplan to discuss the might - and plight - of the digital wealth managers
Around the world in 10 retirements: how do other countries shape up?
Ollie Smith is joined by Standard Life head of global retirement policy Jamie Jenkins to discuss the topic of retirement around the world
The next big thing in advice: inside the Financial Wellbeing Conference
NMA Editor Will Robins bags exclusive chats with all the speakers at Chris Budd's Financial Wellbeing Conference
GAGP Special: many people don't understand the gender pay gap
Paygaps.com chief commercial officer Innes Miller joins Ollie Smith to discuss one of the jobs not yet done in financial advice: equal pay.
GAGP Special: The Declaration of Rahoy, and the cost of giving advice
Ollie Smith is joined by LEBC director of public policy Kay Ingram to discuss the impact of the Retail Distribution Review on the cost of giving advice.