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LIBF Financial Adviser Podcast

LIBF Financial Adviser Podcast

By LIBF
Stay ahead with our podcast featuring industry insights and discussion for financial advisers in the UK. The views expressed on this podcast are not necessarily those of The London Institute of Banking & Finance.
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Episode 13 - Are you making the most of your paraplanner?
This episode looks at the importance of paraplanners and environmental, social, and corporate governance. John is joined by the usual Podfolk, David Owen from lifetime connect and Nicola Barker from St. James’s place wealth. To find out more about our brand new qualification in Financial Planning in Retirement go to our website and join in the conversation on our social channels too!
51:38
April 19, 2021
Episode 12: What is the shift in retirement planning?
This episode looks at pension planning as a follow on from our webinar on the same subject. The recording for this webinar can be found on libf.ac.uk/webinars. John is joined by the usual Podfolk, David Owen from lifetime connect, Nicola Barker from St. James’s place wealth and Martin Clark from Landmark IFA. To find out more about our brand new qualification in Financial Planning in Retirement go to our website and join in the conversation on our social channels too!
51:30
March 25, 2021
Episode 11 - Budget Reaction! - Where should advisers focus their attention?
This episode breakdowns the budget and what this means for financial advisors going forward. We also discuss the upcoming webinar on retirement planning which takes place next Thursday 11 March. Making her debut on the pod is Nicola Barker from St. James’s place wealth, and she joins Martin Clark from Landmark IFA. Amongst more serious matters the podfolk reminisce about working together, and whether we are missing Dave Owen, or Dave is missing from the podcast… We’ll let you make your own conclusion! For more information about our qualifications go to https://libf.ac.uk/professional-qualifications, follow us on Twitter @StudyLIBF and join in with the conversation. To find out more information and to book a place on Thursday's webinar, visit https://www.libf.ac.uk/news-and-insights/our-events?eventid=15313.
44:22
March 9, 2021
Episode 10: Pre Budget 2021 predictions
This episode looks at the upcoming budget and what this means for financial advisers. John is joined by the usual Podfathers David Owen from lifetime connect and Martin Clark from Landmark IFA. Amongst more serious matters the Podfathers touch on Elon Musk investing in Bitcoin, the cold weather, David’s love of an Oodie, and whether it’s a good time to buy stocks in Superdry. For more information about our qualifications go to https://libf.ac.uk/professional-qualifications, follow us on Twitter @StudyLIBF and join in with the conversation.
46:34
February 18, 2021
Episode 9: New year, new start - what should Financial Advisers be doing this year?
Our latest episode looks at the year ahead and what financial advisers should be putting into their new year’s resolutions. John is joined by the usual Podfathers David Owen from Lifetime Connect and Martin Clark from Landmark IFA. Amongst more serious matters the Podfathers touch on the Christmas and new year break, looking like ZZ Top, the good, the bad and the ugly of social media, and much much more. For more information about our qualifications go to https://libf.ac.uk/professional-qualifications, follow us on Twitter @StudyLIBF and join in with the conversation.
39:03
January 12, 2021
Episode 8: Driving home (electrically) for Xmas!
Our latest episode looks at the pension market, and in particular pension transfers. John is joined by the usual podfathers David Owen from Lifetime Connect, and Martin Clark from Landmark IFA. Amongst more serious matters the podfathers touch on life in lockdown, missing driving, new challenger banks, youtube and much more. For more information about our qualifications go to https://libf.ac.uk/professional-qualifications, follow us on Twitter @StudyLIBF and join in with the conversation.
40:12
December 17, 2020
Episode 7: Back to a new reality - what do the next six months hold for the financial advice industry?
For our latest podcast, Dave and John talk to Martin Clark from Landmark IFA about the recent summer economic plan, later life planning and his experiences with getting back to work in the new normal and what that actually means to advisers and clients. For more information about our qualifications go to https://libf.ac.uk/professional-qualifications, follow us on Twitter @StudyLIBF and join in with the conversation.
58:27
August 11, 2020
Episode 6: The changing times in the Pension Transfer Market with Al Rush
On this episode, we have John Somerville and David Owen talking to Al Rush on the story of British steel, non-contingent charging and the FCA.  For more information about our qualifications go to https://libf.ac.uk/professional-qualifications, follow us on Twitter (@StudyLIBF) and join in with the conversation.
44:50
June 26, 2020
Episode 5: Financial planning challenges
On this episode, we have John Somerville and David Owen talking to Darren Cooke from Red Circle Financial Planning on the current situation and the future of the industry. For more information about our qualifications go to https://libf.ac.uk/professional-qualifications, follow us on Twitter @StudyLIBF and join in the conversation.
55:37
May 21, 2020
Episode 4: Forget the budget, that's ancient history!
On this week's episode, John Somerville and David Owen are joined by Les Pick, Head of Sales at Canada Life Home Finance to discuss the current challenges financial advisers are facing and possible solutions. Go to our website to view our qualifications and follow us @studyLIBF and get involved in the conversation,
50:09
April 17, 2020
Episode 3: The impact of Covid-19 on the industry
On this week's episode we have John Somerville and David Owen discussing the impact of Covid-19 on the industry and what the future may hold.
40:06
March 26, 2020
Episode 2: Pre Budget predictions
Welcome back to the LIBF Financial Adviser podcast where we talk to experts in the industry about all things from the sector. This week John Somerville and David Owen discuss budget predictions, the impact of coronavirus on the industry and much more. 
46:21
March 9, 2020
Episode 1: Everybody needs paraplanners
In this first episode John Somerville sits down with David Owen from Lifetime Connect to discuss all things paraplanning, how the role of the paraplanner has changed over the years and why now is the ideal time to think about becoming one. You can read more about the role of the paraplanner on our Insights blog or you can find out more about our Diploma in Paraplanning (DipPP) on our website.
32:17
January 30, 2020