Citywire The Advice Show

'I got sued over DB transfers': the contingent charge conundrum

Loading player...
Following a bumper couple of weeks for regulatory news, New Model Adviser® features editor Natasha Turner sits down with online producer Ollie Smith, editor Will Robins and special guest Henry Tapper to put the world to rights from pension transfers to innovations in collective pensions.
5 Apr 2018 English United Kingdom Business · Investing

Other recent episodes

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
21 Aug 35 min

Gary Abela: AI is putting pressure on advice valuations

The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI,…
25 Jun 29 min
All episodes