Advertise on podcast: Techlink in Conversation

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 framework remains in place until the full abolition in the 2024-2025 tax year. Claire discusses the changes and what advisers should consider and what they should say to their clients. 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 to know what you think of our conversations, why not like it too! Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.  

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 and uptake of financial solutions that could enhance financial outcomes by entrepreneurs. The poor reputation of the financial advice sector. This includes those who choose not to work with a financial advisor and those who do. 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 to know what you think of our conversations, why not like it too! Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.

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 themed conversations. Please leave a comment, we would love to know what you think of our conversations, why not like it too! Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.

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 discusses buy to let properties - listen here Investor Knowledge - Amy Goodall-Smith discusses where people get their knowledge when making financial decisions - listen here Later Life Financial Planning - Vicky Kleboe, Later Life Financial Planning for women - listen here Long Term Care - Zoe Taylor, discusses the perfect storm for financial planning decision making - listen hereMillennials in Aberdeen - Alan Rutherford discusses how millennials make investment decisions - listen here Pensions Tax Relief - Claire Trott discusses the impact of pensions tax relief based on the nature of the benefit structures of the schemes - listen here Property - Paul Johnson discuss Property as a retirement strategy instead of pensions - listen here Retirement - Sam Bradford discuss The Retirement Decision within financial services company - listen here Retirement Planning - Ellie Reed discusses how existing stakeholder knowledge and emotional intelligence plays a role - listen here. Value of Advice - Tom Low, discuss reason for, and value of, seeking financial advice - listen here Vulnerability - Adam Johnson discusses vulnerable consumers in financial services - listen here 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 to know what you think of our conversations, why not like it too!

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 Podbean link is here. Episode 2 focuses on Mental Health with expert insights from Emma Turner from Mind Croydon and our lived experience expert James. Market Podbean link is here. Episode 3 focuses on Economic Abuse with expert insights from Dr Nicola Sharp-Jeffs, Founder and CEO of Surviving Economic Abuse and our lived expert Annie. Market Podbean link is here. Episode 4 focuses on Cognitive Impairment with expert insights from Philly Hare, Innovations in Dementia and our lived experts Wendy and George. Market Podbean link is here. Episode 5 focuses on Relationship Breakdown with expert insights from Jack Guinness and Farah Baldock from Gingerbread and our lived expert Helen. Market Podbean link is here. Episode 6 focuses on Digital Capability with expert insights from Helen Dobson from Citizen's Online and our lived expert Jackie. Market Podbean link is here. Episode 7 focuses on Caring with expert insights from Sonia Benitez, from Carers Network and our lived expert Cynthia. Market Podbean link is here. 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 to know what you think of our conversations, why not like it too!

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 to know what you think of our conversations, why not like it too!  

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 hints and tips.

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

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 amend my trust? The session is full of hints and tips to avoid the common issues.

Alexsandra Ololade joins Eddie Grant for a conversation about Mindset Coaching. Alex talks about what a mindset is, how coaching might be beneficial for your life, and how you can work towards your goals. Eddie asks Alex to share three tips which might be useful for our listeners, some answers include ways you can navigate change to make it a better experience and how to move through a phase of feeling stuck in life or business. Throughout the episode, there are some really useful questions you can ask yourself to work out the next steps for your mindset and the things you want to achieve.

Eddie Grant chats to Simon Martin, Regional Technical Connection Manager, to discuss corporate planning opportunities. With significant tax changes in the recent budgets and challenging economic conditions entrepreneurs have many planning considerations to achieve their ambitions for themselves and their business. Simon explores the opportunities that Consumer Duty and Great Planning create, offering a range of hints and tips. Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.