A 17-minute listen. 

In our latest interview with a leading platform chief, Novia Financial Group CEO Bill Vasilieff joins Sam Shaw in this episode of Octo Outside  – our fledgling podcast range speaking to members of the financial services community on their own turf rather than from the confines of Octo Members Group HQ.

Bill shares his journey over the last decade since setting up the platform, gives his rationale for launching its own DFM proposition and tells how his loss of faith in traditional annuities led him to forge a partnership with Just to offer guaranteed income within the Novia SIPP.

He tells Sam his biggest beef with the industry is with the regulator, and says the more technology can take over from humans in the platform space, the better.

Sam has also been interviewing some of M&G’s rising stars for their series of podcasts ‘Meeting The Next Generation’, with the latest manager John Weavers defending US equities as being worth their premium valuation.