Bruno Gardner, Head of Climate Change and Nature at Phoenix Group, and Connar McBain, Head of Group Public Affairs at Phoenix Group, join the podcast to explore how to unlock investment to support net zero transition.

What role do pension schemes and the Mansion House accord play to enable productive investment? And what opportunities do private markets offer that align to net zero goals?

Alex Murguia, CEO of RISA (Retirement Income Style Awareness), joins us from the US to discuss how the tool supports financial planning for his clients. How can the tool open the floor for a personalised discussion with clients? And how can psychology support advisers to delve deeper and understand their clients?

Rich Mayor, Senior Analyst at the Lang Cat, joins Louise Doherty, Head of Wholesale and Product Marketing at Standard Life, and Mike Ambery, Retirement Savings Director, as they take a fresh dive into our Retirement Voice 2024 data through the perspective of advisers.

The past ten to 15 years has seen significant change in the retirement income advice market as the way people approach retirement has changed. Pete Cowell, Head of Annuities, Individual Retirement Solutions at Standard Life, and Billy Burrows, founder of the Annuity Project and financial adviser, join us to discuss the changes and explore the future of retirement income advice.

Visit the Annuity Project > https://www.annuityproject.co.uk/

Dan Haylett, Director at TFP Financial Planning and Claire Altman, MD of Individual Retirement at Standard Life, talk about the more human side of retirement, what will the second half of your clients’ lives really look like? And where will providers, advisers, tech and AI fit in this?

Here's the white paper that Claire mentions in the episode:

https://library.standardlife.co.uk/CS01338_Thinking_Forward_DC_Policy_White_Paper.pdf

The Mansion House compact marked a significant commitment amongst pension providers and other institutions in the UK towards improving outcomes for savers.

Callum Stewart, Head of Investment Proposition at Standard Life, and Sam Murphy, Investment Director at Future Growth Capital joins us to discuss how investment in good quality private asset opportunities could improve retirement outcomes.

The UK pensions industry has historically allocated very little DC pension investment into private markets. Yet when we look to our peers in Australia and Canada this is much higher. What can we learn from our international peers and how can private market investment benefit customers? Michela Bariletti, Chief Credit Officer and Head of Investment Research at Phoenix Group joins us to discuss.

2024 was hailed the year of the election, but what will the results mean for the economic outlook? And what trends can we anticipate for 2025? Find out in our discussion with Anthony O'Brien, Head of Market Strategy at Phoenix Group.