• Financial Services Unplugged with Tom McPhail

  • By: the lang cat
  • Podcast
  • 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
    Copyright 2022 All rights reserved.
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Episodes

  • Financial Advice in a Consumer Duty world

    Aug 29 2024 · 35 mins

    ...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands
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  • Will pensions be Dashboard ready? Data quality, member ID and false passports

    Aug 23 2024 · 31 mins

    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...
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  • Adequacy and resilience - what are we aiming for?

    Aug 13 2024 · 51 mins

    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
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