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Trustees and Defined Contribution pensions scheme managers have a duty to help deliver the best outcomes for members. So this year we focused our Defined Contribution survey on their concerns, their obstacles, and how they can best approach the future. Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to d ...
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History Hub

History Hub.ie

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History Hub is for everyone who loves history. This podcast series is a collection of academic podcasts on a plethora of historical subjects. It ranges in scope from full recordings of academic research papers to informative contributions from professional historians discussing the details of specific historical events. Funded by the School of History at University College Dublin, the series is a partnership with the historyhub.ie website and multimedia hub.
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Presenting Sar utha ke jiyo Tales: Our new video podcast series that celebrates inspiring stories of resilience and pride. Life can be uncertain at times and throw challenges that can put one’s plans off-track. But deep inside, we all have a strong spirit to bounce back and win over any challenges that come our way. In this video podcast series, we discover stories of unsung heroes from different walks of life as they talk about their journeys of achieving life goals, overcoming challenges a ...
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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Just Covered

Legal & General

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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Welcome to The Employment Law Podcast by Boyes Turner. In this podcast series, each episode takes a deep dive into a different subject, covering all things related to employment law. Whether you're an CEO, stakeholder, HR, or just interested in understanding the legal intricacies of the workplace, this podcast is your go-to resource. Join us as our expert employment solicitors break down crucial topics such as discrimination, workplace policies, termination, contracts, and much more. Gain va ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Insight for outcomes

Investment Magazine

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
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We all have the best of intentions for ourselves and others, but we don’t always know how to act on them. Everyone wants to be happy, healthy, and well, but not everyone knows how to pursue those desires. That’s where we can help. Through a series of conversations with experts in the fields of health, behavioral science, and financial education, we share insights and concrete steps you can consider to train your brain, adopt new behaviors, learn a few key financial skills, focus on mindfulne ...
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Market Narratives

Investment Magazine

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
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Maven Money Personal Finance Podcast

Andy Hart: Personal Finance Expert, Financial Planner, Financial Adviser, F

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Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
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Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests include Terry Smith Anthony Bolton William De Gale Ben Whitmore James Findlay Roger Bootle Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/ Disclaimer All content on Algy’s Inve ...
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7BR Part Heard: A Series of Legal Podcasts

7BR Part Heard: A Series of Legal Podcasts

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7BR is delighted to present our podcast series: “7BR Part-Heard”. These podcasts will give an insight into the broad range of work our members undertake. We have utilised 7BR’s multi-disciplinary nature to discuss a wide variety of topics and to examine issues through the lenses of those practicing in different areas of law. In podcasts, webinars and articles, barristers may express their own opinions. These will not necessarily be the opinions of other barristers within 7BR.
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My Platform

Metro/ Pineapple Audio Production Ltd

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This is My Platform, http://Metro.co.uk’s new podcast, where we speak to the authors of some of our first-person and opinion section’s most-read articles of the past few years. My Platform is all about drawing attention to underheard and underrepresented voices in the media, with guests talking about issues close to their heart. Hosted by me, Jess Austin. I edit the section of the Metro that all our lovely guests submitted their pieces to. As well as being among the most popular articles, th ...
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Simon Patterson is a managing director of Remuneration Associates (Rem.n) - a remuneration consultancy firm based in London. He is actively engaged as advisor to the remuneration committees of several FTSE 100 companies and consults widely on executive compensation, incentive compensation design, and performance measurement.
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Rewirement

Legal & General

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In this new series of Rewirement, we tackle those questions about your financial life that keep you awake at night. Should I be saving more? What about investing? Is my pension going to be enough? We’ve scoured the country for people who are dealing with just those kinds of issues. We’ve paired them up with some top experts and, each time, you’ll hear what happens when the person with the questions meets the person with the answers. The aim is that you get some valuable insights, too. The vi ...
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Marketing and Finance (MAF) Podcast

Roger Edwards interviews great people from Marketing and the world of Finance

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What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: • How you can keep your Marketing strategy and communications simple • How you can grow your business ...
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In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour d ...
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If you’re a US citizen living in the UK or you’re planning to move here, there are a number of important life stages you will need to plan for. With a good plan and the right advice, you’ll be ready for any challenge or opportunity life might throw at you while you’re in the UK. Our Stepping Stones series brings together leading advisers from various areas of expertise, to provide you with the need-to-knows for each step of your unique journey in the UK. This series is hosted by Buzzacott, a ...
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PA Political Digest

Christopher Nicholas

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A stroll through the annals of Pennsylvania political corruption via a 5-episode podcast series. Listen as long-time GOP political consultant Christopher Nicholas, along with two veteran reporters who have witnessed and written about politics and corruption here for decades -- John Baer and Brad Bumsted -- review the quirks and the nooks and crannies of some of the most absorbing political corruption cases, primarily from the modern era, here in Pennsylvania. In each episode (about 35-45 min ...
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Want to learn more about managing your money, including how to begin investing? Listen to Barclays’ Money Plan podcast series where we explore a range of topics in a down-to-earth and jargon-free way. Money Plan is hosted by Clare Francis, Director of Savings and Investments. Clare's background is in financial journalism with over 15 years' experience of covering consumer finance. She is passionate about getting people to think about why it’s important to invest and how to overcome whatever ...
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Tammy Parlour, is the co-founder of Women’s Sport Trust. She works with leaders from across sport, media and business to understand how to practically raise visibility, increase impact and create a stronger women’s sport ecosystem and was awarded an MBE in 2019 for services to gender equality in sport. She is a Master in the Korean martial art of H…
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The turbulence over the weekend is a reminder of how difficult it is to call the market and the importance of having portfolios which are resilient to shocks…themes which were explored when Gareth Jones interviewed former Chief Economist Tapan Datta a few weeks ago. On episode 3 of the Investment Insights podcast, Gareth explored Tapan’s career, in…
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Jessica Karr is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in women’s health. She is also a limited partner of Portfolia FemTech II Fund, designed for women who want to back entrepreneurial …
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Values-aligned investing is becoming increasingly prevalent among asset owners, but the way in which investors incorporate these considerations into portfolios has evolved over time. In the latest episode of Critical Thinking, Marina Batliwalla, Senior Investment Consultant, is joined by Rich Dell, Mercer’s Global Head of Equities, and Tamara Larse…
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Can a four-day work week truly revolutionise the way we approach productivity and work-life balance? On this episode of the Employment Law Pod, Andy Whiteaker and Helen Goss tackle this intriguing question and much more. Redundancy is a complex and often emotionally charged topic. The episode begins by discussing suitable alternative roles, emphasi…
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Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highligh…
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August 2024 – Buy-ins for smaller schemesIn this podcast Aon’s John Harney is joined by colleagues Dyfan Jones, Joe Hathaway, (both Associate Partners), and Naureen Pasha, a Consultant, all members of Aon’s Risk-Settlement Team to discuss which end-game options are available for smaller schemes.You will also hear the key pension news from the last …
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In this podcast series on Sar utha ke jiyo Tales, we meet Ayesha Billimoria an athlete and athletics coach. In this insightful conversation, she shares her story of overcoming setbacks and injuries to winning national championships. She continues to represent India internationally, thus empowering young women and athletes to live their dreams and a…
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Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls o…
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In this new episode of Capital Conversations, Harshul Sanghi outlines the critical factors that underpin successful GP-LP relationships in venture capital, and the value of trust. Harshul Sanghi is a Co-Founding Partner at WillowTree Investments. During his tenure as head of the $1.3 billion venture capital division at American Express that he foun…
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Penny Green finally retired from the investment industry in June following an over 30-year career. She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retir…
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This is the final episode in Season 3 and we wanted to finish with a bang! Nicholas Allen KC (29 Bedford Row) and Michael Allum (The International Family Law Group LLP) join us to talk about applications pursuant to Schedule 1 of the Children Act 1989. Michael and Nick start by considering the line between payments that are properly for the benefit…
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This episode features the renowned playwright and poet Frank McGuinness who gave a paper entitled "Living With Mortality - A Short Stay in Switzerland" on February 25th 2010 in the UCD Humanities Institute. Frank spoke about the issue of mortality as treated in drama from Greek theatre to contemporary work, including his adaptation of Henrik Ibsen'…
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Tony Dote, just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years, focused on business development with a particular focus on large institutional investors including public pension funds. He started his career in insurance and later investment consulting. Our conversation starts with Tony’s u…
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In this episode of the Just Covered podcast, Hazel and Wayne meet Senior Financial Consultant, James Hindley from Embrace Financial. During the conversation, James reflects on a lifetime selling protection and critical illness cover - including how he harnessed his skills, knowledge, and adept understanding of the industry. He also discusses his en…
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In our latest episode, recorded at the Mercer Global Investment Forum in Melbourne, Australia, Rebecca Jacques and David Scopelliti are joined by Pengana Capital Group’s CEO, Russel Pillemer to discuss both the challenges and opportunities in the fast-growing private debt space. They break down the historic drivers of growth in the asset class, and…
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Ghiané Jones, is Deputy CIO at the Teachers’ Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and N…
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Corporate Acquisitions: Employment Insights - Episode 6 Natalie Wood accompanied by guest speaker Chris Harber, Head of the Immigration team at Boyes Turner, will help you understand right-to-work checks during both asset and share purchases in corporate transactions. Discover the importance of right-to-work checks under TUPE provisions and similar…
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Jai Jacob has had a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM. He is a member of the Board of Trustees of The National Jazz Museum in Harlem, New York, and plays the electric guitar. We hear about his upbringing in Montreal, how he cha…
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Cary Carbonaro, is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. In this first of two dynamic podcasts featuring leading female voices in financial …
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Kristina Blaschek, is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre. Kristina starts our conversation describing her education and what drew her to the world of finance…
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Remarkable growth in the captive insurance space has been driven by a range of factors over the recent past – from an extended hard market to the expansion of risks requiring underwriting. In our latest episode of Critical Thinking, we dive into the world of captive insurers as William Gibbons is joined by Ellen Charnley, President of Marsh Captive…
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Keri Findley is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance. She was previously a partner at Third Point Our conversation starts with her childhood and in particular her high school years, when Keri spent up to 40 hours per week practicing figure skating alo…
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Join Amit Popat, Eryn Bacewich and Joshua Zwick as they unpack the findings from our Mercer and Oliver Wyman 2024 Global Insurance Investment Survey in the latest episode of Critical Thinking. They dive into the key investment themes, outlook and risks highlighted by the survey and assess the road ahead for insurance portfolios through the second h…
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In this podcast Aon’s Jennifer Michel and John Harney are joined by colleagues Alice Wilmot, an Associate Partner, and Asif Yusuf, a Senior Consultant, both within Aon’s Covenant and Security Team to discuss how the DB pensions landscape has changed and what this means from a covenant advice perspective.You will also hear the key pension news from …
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As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private weal…
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Are businesses truly retaining their best talent during redundancies, or are they overlooking crucial steps in the process? This episode of the Employment Law Pod, hosted by Helen Goss and Andy Whiteaker, promises an enlightening discussion on the finer points of redundancy law, starting with the essential concept of selection pools. Using the comp…
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Part 2 of Capital Conversations, with Evgenia Plotnikova. As technology advances and industries transform, venture capitalists face a critical decision: should they cast a wide net, or home in on a niche? To guide investors through this choice, Evgenia Plotnikova, General Partner at Dawn Capital, has sat down with IMD's venture asset management tea…
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Often couples who begin the divorce process know that legal bills can be one thing, but don’t understand the full financial scrutiny and upheaval that your finances can go through on divorce. In the third instalment of our ‘Meet the Experts’ series, Winckworth Sherwood Family team Solicitor, Charlie Geyton meets with Victoria Clapham, Investment Ma…
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Meet Ms. Preethi Srinivasan on 'Sar utha ke jiyo Tales'; our video podcast series. After leading the Tamil Nadu women’s cricket team to national championships and winning state-level gold in swimming, she became a quadriplegic after an unfortunate incident. However, she transformed her adversity and founded Soulfree to empower Indian women and chil…
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Our hosts, Anita Mehta and Simon Blain, discuss what to do when a reporter turns up in your Court and the importance of transparency with Joshua Rozenberg KC (Hon) and Lucy Reed KC (St John’s Chambers, Chair of The Transparency Project). Joshua refers us to the lessons learnt in Tickle v Father & Ors [2023] EWHC 2446 (Fam) (05 October 2023). https:…
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Whilst Family solicitors can guide the divorcing party through the various steps in the legal process, sometimes practical help in the form of a “Divorce Coach” is also needed to guide the party through the grieving process and empower them in their new life. In the third of our ‘Meet the Experts’ series, Sarah Ingram, Partner in the Winckworth She…
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In the second of our ‘Meet the Experts’ series, Winckworth Sherwood Family team Solicitor, Charlie Geyton, speaks with Adele Ballantyne, Relationship Therapist at Eleda Consultancy. During their discussion, Adele and Charlie delve into the range of areas of Adele’s work, ranging from assisting couples whose aim is to avoid divorce to, for those for…
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We delve into salary exchange schemes for electric vehicles, highlighting how these enable employees to drive electric cars while saving on taxes and reducing their carbon footprint. We explore the financial benefits for both employees and employers, the positive environmental impact, and share insights from industry experts Darren Woodall and Mich…
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As technology advances and industries transform, venture capitalists face a critical decision: should they cast a wide net, or home in on a niche? To guide investors through this choice, Evgenia Plotnikova, General Partner at Dawn Capital, has sat down with IMD's venture asset management team. As the youngest woman in Europe to be internally promot…
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Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US. The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management. Bill Burns and Meggan O'Shea join Texas Hemmaplardh in the latest episode of Critic…
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Market volatility, higher rates and an ageing population are creating a complex and rapidly evolving landscape for US pensions. Rich Nuzum, Scott Jarboe and Kelly Henson help us unpack how these complex and converging risks are playing out across US defined benefit and defined contribution plans in the latest episode Critical Thinking recorded at t…
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What goes into selecting the best hedge fund managers and when you find them how do you gain access to these “unicorn” managers that are often closed to new investors. Niall O’Sullivan and Dave McMillan join Raelan Lambert to explain Mercer’s approach in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashv…
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Amid market volatility, we believe agility as a driver and enhancer of performance – has become the key attribute in building portfolios. However, not all volatility warrants the same responsiveness. Olaolu Aganga and Jay Love join Marc Cordover in our latest episode of Critical Thinking recorded at the Mercer Global Investment Forum in Nashville t…
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Corporate Acquisitions: Employment Insights - Episode 5 Natalie Wood, Associate Solicitor, discusses managing pensions during corporate acquisitions with our expert guest, Maria Riccio, Pension Specialist Lawyer. Maria talks us through employer's obligations under the Pensions Act 2008, emphasizing the critical role of workplace pension schemes and…
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Pensions are often the single largest asset in a divorce, aside from the family home. However, because of their complexity, many couples feel daunted when faced with decisions over how, when and whether they should be split. In the first of our ‘Meet the Divorce Experts’ series, Sarah Ingram (Partner) and Charlie Geyton (Solicitor) from the Winckwo…
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Meet Mr. Uddeshya Sachan, the founder of Gurukulam - Khushiyon Wala School, which translates to 'the school of happiness', is a young entrepreneur with a view to improve the accessibility of quality education to the unempowered and create a bigger impact on the education system as a whole. Being born into a middle-class family exposed him to the st…
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Kurt Summers is a Senior Managing Director and Head of Public-Private Partnerships in Blackstone’s Infrastructure Group. In this capacity, Mr. Summers is responsible for investment strategies in partnership with governments, public entities, civic and labor organizations, and broader stakeholders to help advance local infrastructure priorities and …
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Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at NEPC. He has had a long career in consulting and started his career as an accountant. Kevin has had a career of over 30 years in investment consulting, and it had a somewhat “accidental” start – being driven more by location and convenience than a calling. Thing…
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We are joined by Charles Hale KC (4PB) and Tammy Knox (Pennington Manches Cooper) to discuss relocation. Charles and Tammy consider the law and principles applied in these cases. They point out that the law is the same for internal and external relocation cases, as set out in Re C (Internal Relocation), Re [2015] EWCA Civ 1305, where Charles and PM…
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David Golub is President at Golub Capital, a direct lender and credit manager established in 1994, and celebrating its 30th anniversary this year. As the son of a psychiatrist and psychologist, a path into finance was originally a divergent path, and a somewhat non-linear one at that. As we chart the course of David’s career we chart the arc of Gol…
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June 2024 – An International Pensions PerspectiveIn this podcast Aon’s Jennifer Michel and John Harney are joined by colleagues Saffron Sweeney, Head of Aon’s Wealth Solutions for the Pacific Region and Colin Haines, Aon’s Chief Commercial Officer for EMEA Wealth Solutions to discuss what we can learn from the pensions systems outside the UK.You wi…
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Ever wondered how the shift from formal to informal language at work impacts inclusivity? In this episode Andy Whiteaker and Helen Goss tell the significance of mindful language in fostering a respectful work environment. We'll dissect real-world scenarios, including the implications of calling women "girls," and debate the necessity of replacing g…
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