Financial Services Unplugged with Tom McPhail Podcast
1) Platforms, with Nick Raine of Soderberg
Nick drops in to talk about the platform sector, technology, Soderberg and doing things differently and about the new Platform Association
2) The investment episode with Ben Kumar
7IM's Ben Kumar talks with me about geopolitics, investment risk management, regulatory change and lots more
3) How the government is reshaping the UK's pension system
The Government has BIG PLANS for pensions, after the Chancellor's Mansion House speech we got to see a clearer picture of where they want to take us. Redington's brilliant Russell Wright joins me to r...Show More
4) The model portfolio episode
Alex Funk of Portfoliometrix and I discuss the world of DFMs and MPS, and the implications of the Budget and the US Trumpquake
5) News round up and an interview with IFA Nicola Ellis
A quick round up of all the many current retail financial services policy initiatives and a chat with IFA and cash-flow modelling aficionado Nicola Ellis of Wellington Wealth
6) A cornucopia of pension news
Nathan Long of HL joins me for a rich feast of pension news: party conferences, the Value for Money framework, the government pensions review, the latest FCA data and a look ahead to the Budget.
7) The Behavioural Economics episode
Ryan Murphy of Morningstar talks through with me behavioural theory and some of the practical insights that can lead to better investing outcomes
8) Financial Advice in a Consumer Duty world
...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands
9) Will pensions be Dashboard ready? Data quality, member ID and false passports
James Slevin of Target (targetprofessional.co.uk) joins me to discuss the challenges of pension scheme data management, the pension dashboard, member identification and...how to get a false passport.....Show More
Will pensions be Dashboard ready? Data quality, member ID and false passports
31:09 | Aug 23rd, 2024
10) Adequacy and resilience - what are we aiming for?
The excellent Nathan Long of Hargreaves Lansdown talks through with me the Government's pension review, retirement adequacy and its complexities, financial resilience and the work they've done trackin...Show More