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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 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 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 catches up with Claire Trott to discuss pensions awareness week and questions frequently asked of advisers with regards to pensions. 
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