The Long Game: Talking Pensions
Podcast
Designed exclusively for financial advisers, this podcast delivers expert insights, industry updates and practical discussions on pensions and retirement planning. From evolving legislation to client-focused strategies, each episode helps you stay informed and better support your clients' financial futures.
Latest episode
Navigating upcoming pension changes
Rachel and Steve examine two significant pension changes on the horizon: the extension of inheritance tax to unused pension funds and the rise in the normal minimum pension age. They discuss what this means for financial advisers and their clients, with a focus on awareness and proactive planning. The conversation also reflects on policy uncertainty and the importance of clear communication in a rapidly evolving pensions landscape.
Previous episodes
The changing roles of QROPS and SIPPs
In this episode of The Long Game, Rachel and Steve are joined by David White from QB Partners to discuss how the roles of SIPPs and QROPS are shifting in international pensions. They explore forthcoming tax changes and cross-border planning opportunities, highlighting what advisers need to understand in a rapidly changing landscape. A conversation that brings welcome clarity to a complex area.
Bridging the gap: Client expectations vs. reality in retirement
The latest Global Advice Study reveals a growing gap between retirement expectations and reality. Are your clients heading for a shortfall? In this episode, we’re joined by Nigel Danzelman, Head of Marketing Services & Communications at IFGL, to unpack what the findings mean for financial advisers — and the conversations that really matter.