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Adviser 3.0: The PodcastAuthor: Abraham Okusanya
The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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SoapBox Ep.2 - Budget Theatre, FCA Hype-Type Revealer & AI Delusions and Write-Offs
Thursday, 11 December, 2025
In the episode of Adviser 3.0 The Podcast, the familiar SoapBox duo return with a new guest who has deep experience across advice, technology and consumer behaviour. The conversation opens with the FCA’s attempt at gamified education, the reaction to recent budget speculation and the impact of changes to VCT incentives and salary sacrifice rules. From there the trio take apart the realities of AI inside large organisations and why so much investment fails to reach production.They explore how the advice gap may evolve, how future clients will expect to interact with advice and what the profession needs to consider as digital journeys scale. The session ends with a clear eyed assessment of pension transfer delays and the providers still operating with outdated processes.A lively, insightful and highly relevant discussion for advisers, planners, firm owners and anyone keeping an eye on the future of the profession.
