Abraham and Kevin have a lively discussion around:
- How Kevin started in Asset Management and his role at A J Bell Investments
- Growing £1bn of assets organically and the investment approach behind it
- Explaining the difference between discretionary MPS providers operating on AAC and reliance on others.
- The significance of VAT and why it shouldn’t be charged to clients
- Kevin’s biggest financial mistake
- How Kevin plans to invest his retirement money

Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future.

Not your average financial podcast, Retirementals 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.

Anchor (from Spotify)

Retirementals

Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…

Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!