Adeptli's Podcast Tue, 19 May 2026 14:10:28 -0400 https://www.buzzsprout.com/2614912 en-gb © 2026 Adeptli's Podcast yes dcae6c1c-7355-51cd-b757-2665f6baaad9 Adeptli episodic false The Adeptli Podcast is a space for honest, experience-led conversations about financial advice.

We speak with advisers, industry experts and business leaders about the challenges facing advice firms today, from technical planning and regulation to running and growing a business.

The focus is simple: clear thinking, practical insight, and conversations that help advisers with the things that are currently on their mind.

]]> Buzzsprout (https://www.buzzsprout.com) Adeptli https://storage.buzzsprout.com/tlr5jdkkgnlktdccf3z2q1gc0en0?.jpg Adeptli's Podcast Pensions, Purpose and the Reality of Retirement Pensions, Purpose and the Reality of Retirement Episode description - In this first episode of the Adeptli Podcast, Jamie and Julia are joined by Andrew Stokes, who spent over 40 years in retirement planning, including around three decades as Head of Pensions at St. James’s Place.
 
Andrew has recently retired himself, giving him a rare view of retirement planning from both sides: as a technical expert and as a retiree.
 
The conversation explores the human and technical realities of retirement, including identity, purpose, tax free cash, drawdown, ISAs, DB pensions, state pension assumptions, client engagement and the importance of holistic planning.
 
An honest and practical discussion on why good retirement planning is about far more than pensions alone.

]]> Episode description - In this first episode of the Adeptli Podcast, Jamie and Julia are joined by Andrew Stokes, who spent over 40 years in retirement planning, including around three decades as Head of Pensions at St. James’s Place.
 
Andrew has recently retired himself, giving him a rare view of retirement planning from both sides: as a technical expert and as a retiree.
 
The conversation explores the human and technical realities of retirement, including identity, purpose, tax free cash, drawdown, ISAs, DB pensions, state pension assumptions, client engagement and the importance of holistic planning.
 
An honest and practical discussion on why good retirement planning is about far more than pensions alone.

]]> Adeptli Buzzsprout-19172082 Mon, 18 May 2026 06:00:00 +0100 4676 full false