OM DENNE EPISODE
Eddie catches up with Claire Trott to discuss pensions awareness week and questions frequently asked of advisers with regards to pensions.
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ANDRE EPISODE I DENNE PODKAST
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, …
Eddie Grant catches up with Anna Blake. In this episode, we unravel the multi-faceted dimensions of job satisfaction in paraplanners. Anna Blake’s MSc study unveils the interplay between factors such as employment status, professionalisation and stakeholder relationships, providing valuable perspe…
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 catches up with Barbara Gardener to discuss the five most common trust misunderstandings. Barbara covers
What is a bare trust
Pre 2006 trusts – what happens if the named beneficiary dies?
Default beneficiaries under a discretionary trust
Loan trusts after the lender's death
Can I just a…
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