Épisodes

  • SOFI meets... Tony Yousefian
    Feb 20 2026

    Tony Youssefin, a fund manager with over 40 years of experience, discusses the dramatic transformation of the financial services industry since 1981 and shares insights on the crucial balance between academic knowledge and real-world experience in investment management.

    Afficher plus Afficher moins
    14 min
  • SOFI meets... Dawid Konotey-Ahulu
    Feb 12 2026

    Dawid Konotey-Ahulu joins Stuart Breyer to explore the power of public speaking and the Spellbound programme, which helps people from disadvantaged backgrounds find their voice and tell their stories. They discuss how the ability to speak confidently can transform lives and create societal change.


    Visit SOFIai.com to see how we unlock the power of speech.


    Afficher plus Afficher moins
    16 min
  • SOFI meets... Robert Cochran
    Dec 11 2025

    Robert Cochran, workplace savings and engagement and Innovation specialist at Scottish Widows, joins Stuart Breyer to explore how TikTok and gamification are revolutionising pension engagement. Learn how personalisation, authenticity, and timing are key to effective pension communications, with Scottish Widows' Pensions Mirror tool approaching one million users.

    Afficher plus Afficher moins
    16 min
  • SOFI meets... Richard Tomlinson
    Dec 5 2025

    Richard Tomlinson (Chief Investment Officer at Local Pensions Partnership Investments) joins Stuart Breyer to explore consolidation in the LGPS landscape and the balance between member and employer interests. Discover why "missionaries compound trust, mercenaries compound fees" and what makes £50-£60 billion the "sweet spot" for asset owners.

    Afficher plus Afficher moins
    7 min
  • SOFI meets... Natalie Winterfrost
    Nov 14 2025

    Natalie Winterfrost, a lifelong vegetarian and sustainability advocate working in finance, joins Stuart Breyer to explore how to balance fiduciary duty with positive impact investing, and shares insights on effective stewardship and resilience in the evolving responsible investment landscape.

    Afficher plus Afficher moins
    9 min
  • SOFI meets... Sam Barton
    Nov 6 2025

    In this episode, Stuart Breyer sits down with Sam Barton, CTO of the Black Finch Group, to discuss how their platform Thrive is transforming financial wellbeing by creating a holistic experience that combines pensions, benefits, and financial education. As workplace pensions have become universal since auto-enrolment began in 2012, there's a growing need to help people understand and engage with their financial futures.

    Afficher plus Afficher moins
    19 min
  • SOFI meets... Ed Gascoigne
    Oct 17 2025

    Stuart Breyer interviews Ed Gascoigne, chartered financial planner at St James' Partnership and FLM, exploring the evolution of financial planning and how AI is changing the profession. They discuss the importance of deep empathy in understanding clients' needs and why financial planning has never been more crucial in today's world of rising taxes and longer lifespans

    Afficher plus Afficher moins
    17 min
  • SOFI meets... Jenny Segal
    Oct 10 2025

    Jenny Segal, author and workplace culture expert, joins Stuart Breyer to explore why resilience is not just a soft skill but a strategic capability for businesses. She shares insights from her research showing that 38% of resilience trials are work-related and how "people are a compounding asset" that organisations must invest in.

    Afficher plus Afficher moins
    13 min