TRAP: The Real Adviser Podcast 92 - Star Fund Managers: Fairytales or Superheroes?
7 snips
Mar 12, 2026 The conversation jumps between regulator pushback on private market pension plans and proposals to tax unrealised gains. They debate whether star active fund managers are myth or miracle and argue for systematic, index-first investing. There’s talk of platform cash retention, mortgage innovation, AI disruption in wealth M&A, and practical steps for firms shifting to index strategies.
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Listener Landed An Advisory Job After A Name Drop
- Anecdote: Jessica York used the podcast recommendation to contact a named firm and secured a financial advice role.
- Lick Lincoln and Andrew Hart celebrate her move from head of biology to a Level 4 diploma pass and first advisory job after a name drop.
Use Scholarships To Broaden Event Access
- Do offer scholarship or discounted access to industry events to grow community and diversity.
- Alan Smith announces up to five free Trap Live tickets are first‑come, first‑served via the podcast contact page to help younger Trappists attend.
Mandating Private Market Allocations Raises Safeguard Concerns
- Insight: Government push for pension funds into private markets risks being rushed and could harm pension scheme interests.
- Alan Smith explains Pensions UK requested caps/phasing after Mansion House proposals to mandate 10%+ private allocations.
