Techlink in Conversation

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 definition, importance, and the impact of recent regulatory developments. Jonathan War

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 through. As a result, the LTA charge will be removed from 6 April 2023, but the existing fr

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' mindset when it comes to managing their finances. A demonstrable lack of knowledge

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 Techlink in Conversation catalogue for a deep dive across Technical, Vulnerability and Research

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 throughout their career.

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 for clients in vulnerable circumstances - available here Buy to let - Jason Haigh disc

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 Hunt from Cruse Bereavement Support and our lived experience expert Dominic. Market Po

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, Vulnerability and Research themed conversations. Please leave a comment, we would love

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 perspectives for paraplanners, advisers and industry professionals. The session is full of

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