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

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

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

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

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

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

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

Richard Smith gives the expert's view on where we're at with the development of pension dashboards, drawing on years of experience in the UK and fresh insights from across Europe.

Andy Tully joins me to talk through the Nucleus research on retirement confidence; who's confident, who isn't and the factors that affect confidence. Clue: it's really important to have a plan...

Another big week for pensions policy, James Dowling helps me pick out the highlights.

Tom Selby of AJ Bell helps me try and make sense of the mother of all reshuffles and we make some moderately well-informed predictions about the forthcoming Autumn Statement

What's happening with the FCA's review of advice and guidance and where might it take us? We're expecting an announcement in the near future; in the meantime, expert insight is provided by Michael Lawrence of Bovill | financial services regulatory consultancy in UK, Asia & Americas and Nathan Long of Hargreaves Lansdown | ISAs, pensions, funds and shares (hl.co.uk).

'...the most bruising quarter we've ever seen for advised platforms', was how my colleague Rich described the latest update on platforms. So here we talk through what's going on...

As part of the solution to the small pots problem, the DWP is interested in Pot for Life. This has worked well in Australia and could lead to Auto-enrolment 2.0. This episode looks at what it is, how it could work and some of the challenges that would need to be dealt with.

A quick review of some of the highlights from the multiple policy papers on pension reform published by the government this week.

A quick roundup of expected pensions policy announcements, a run through of the FCA's retirement advice review and the ongoing problems with pension transfers Investing in the Future: Boosting Savings and Prosperity for the UK (institute.global) https://open.substack.com/pub/craigberry/p/is-it-time-to-let-the-pension-investment?utm_campaign=post&utm_medium=web https://open.substack.com/pub/craigberry/p/is-it-time-to-let-the-pension-investment-1f4?utm_campaign=post&utm_medium=web

What are Labour's plans for pensions and are we going to see a big bang scheme consolidation initiative? Tom Frackowiak from Cicero joins me to discuss these questions and also to talk about the alternative reality of political party conferences.

AJ Bell are lobbying for a radical simplification of ISAs. Tom Selby explains why, and how it could work. You can also read more about it here AJ Bell calls for ISA overhaul in radical simplification of UK savings system | AJ Bell

Stuart McDonald of LCP takes us on a brilliant canter through what's happening with life expectancy and longevity and the implications for pension provision. Link to Stuart's report, referenced in the podcast: https://www.lcp.uk.com/pensions-benefits/publications/longevity-report-2023-a-new-era-for-longevity-insights-to-tailor-your-journey/

Mike Barrett and I explore the barriers to people getting more financial advice and we look at hybrid advice with Chet Velani of EV. You can download Mike's report here ADVICE GAP REPORT - the lang cat (langcatfinancial.co.uk)