Financial Services Unplugged with Tom McPhail – Détails, épisodes et analyse

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Financial Services Unplugged with Tom McPhail

Financial Services Unplugged with Tom McPhail

the lang cat

Business & Entrepreneuriat

Fréquence : 1 épisode/12j. Total Éps: 94

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The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
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Financial Advice in a Consumer Duty world

Épisode 87

jeudi 29 août 2024Durée 34:36

...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands

Will pensions be Dashboard ready? Data quality, member ID and false passports

Épisode 86

vendredi 23 août 2024Durée 31:09

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...

 

Everything you ever wanted to know about getting rid of the Lifetime Allowance but were afraid to ask

Épisode 77

jeudi 23 mai 2024Durée 53:41

What should have been simple has proved to be anything but; HMRC has created a new way to inflict misery on unsuspecting pension savers. Jon Greer from Quilter gently explains everything we need to know. We also discuss what a new Labour government might do with the rules.

Collective Defined Contribution schemes are going to save pensions

Épisode 76

jeudi 14 mars 2024Durée 47:39

Adrian Boulding makes a compelling case, not just why CDC schemes are a good idea but also, crucially how they are actually going to happen

Having fun on Budget Day

Épisode 75

jeudi 7 mars 2024Durée 32:48

Tom Selby and I unpick the political, fiscal and personal finance fun and games of the Budget

Bridging the financial guidance gap

Épisode 74

vendredi 1 mars 2024Durée 44:59

In which Robert and Charlie from Money Guided talk about how to help people manage their money better

A long-term savings commission

Épisode 73

lundi 26 février 2024Durée 33:01

Andrew Tully from Nucleus on why we need a long-term savings commission

How do we fix pension transfers?

Épisode 72

vendredi 19 janvier 2024Durée 19:25

...in Which Dave Henderson of Penny https://pennypension.com and I offer a couple of suggestions for how to make pension transfers work better

The Gregg McClymont episode

Épisode 71

dimanche 14 janvier 2024Durée 32:33

...in which Gregg talks to me about pension investments in infrastructure and politics from the viewpoint of an ex-shadow pensions minister.

Everything you ever wanted to know about the Advice Guidance Boundary Review...

Épisode 70

mardi 19 décembre 2023Durée 57:29

The FCA's proposed solutions and consultation questions analysed with expert help from Nathan Long of Hargreaves Lansdown and Michael Lawrence of Bovill. You can also read Michael's thoughts here Advice Guidance Boundary Review puts transformative change on horizon - Bovill


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