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

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...

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 tracking it and we finish with a look ahead to the Budget on 30th October.

HL Savings and Resilience Barometer | July 2024 | HL

Mike Ambery from Standard Life joins me to talk about what the new government is up to and what he learned on his recent research trip to Australia

The 2024 Advice Gap report is the definitive guide to the advice market, the dynamics of the sector and the impact of the FCA's Consumer Duty. Co-author and colleague Mike Barrett is here to explain all. You can download a copy of the report here The Advice Gap 2024 - The Lang Cat

Michael Johnson sets out a radical and thought-provoking vision for reform of the UK's state, workplace and individual pensions, with a view to simplicity and long-term sustainability. Pensions: a vision for the future - Social Market Foundation. (smf.co.uk)

My colleague Alison Gay and I review the party manifestos published to date and consider the key personal finance promises

Scott Phillips of the Pension Lab joins me to talk about Dashboards, the surprisingly dysfunctional LOA system and what some in the industry are trying to do about it