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A deeper discussion with our authors to understand the key implications of the most popular bulletins on Techlink Professional
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에피소드 66 개
2020년 8월 5일부터
episodic
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Eddie Grant chats to our pension’s guru, Claire Trott about the abolition of the lifetime allowance, the current rules and questions we are receiving about a possible future change in government
In this episode of Techlink in Conversation, Eddie Grant and Claire Trott, directors at Technical Conne…
이전 에피소드 🔗
Eddie Grant chats to Financial Planner, Kelly Mills about her insightful research about goal setting for young adults and their reluctance to seek professional advice.
In this episode of the TechLink in Conversation, host Eddie Grant interviews Kelly Mills, who discusses her 2023 dissertation on y…
Eddie Grant chats to Jonathan Warren, Principal Consultant & Head of Innovation, Altus Consulting about all things all things vulnerability and the TISA vulnerability radar tool.
Our conversation delves into the FCA's focus on vulnerability in the financial services profession, discussing its …
Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss the imminent lifetime allowance changes.
The Chancellor announced the abolition of the lifetime allowance (LTA) in the spring budget of 2023. While there may be amendments, the main form of the legislation should go throu…
Eddie Grant in conversation with Simon Neville who discusses his recent MBA research on ““a critical analysis of the effectiveness and influence of financial advisers working with entrepreneurs on business exits”
The research establishes three key themes that influence this:
The entrepreneurs' m…
Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss topical Techlink bulletins. This episode we chat through:
Lifetime allowance changes
New Office of National Statistics Life Expectancy Table
National Insurance changes
Subscribe to future podcasts and review our Tech…
Eddie Grant catches up with Charlotte Watson who launched her advisory firm in January 2022. Charlotte shares her journey and experiences as she builds her business. We also discuss how we can together support a more inclusive profession. Charlotte highlights three great hints and tips for advisers…
Eddie Grant catches up with Alex Hall who completed his masters in 2023 shares his insights on how to inspire the next generation of advisers and hints and tips for fellow students.
Previous episodes in the research series:
Better Vulnerable Client Outcomes - Eddie Grant discusses better outcomes…
Eddie Grant catches up with Hannah Coffey, Vulnerability and Client Assistance Manager to consider the common queries, Consumer Duty and hints and tips to deliver great client outcomes.
Previous episodes in the vulnerability series
Episode 1 focuses on Bereavement with expert insights from Kirsty…
Eddie Grant catches up with Helen O'Hagan, tax and trust expert, who demystifies trusts, trustee duties and the value of advice. This insightful conversation is full of hints and tips.
Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, …
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