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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 30: How to have challenging conversations with advisers (The paraplanner series)
We are pleased to bring you the seventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Michelle Wilson-Stimson, and Sara Hickman and Rhiannon Baxter from We are Brave. This episode focuses on how paraplanners have challenging conversations with advisers and what skills and techniques they can use. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.
55:28
April 26, 2022
Episode 29: The spring statement and the consumer duty
The podfolk are back with again with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. Rishi Sunak announced the spring statement last week, and the team debate what this means for advisers, was it actually a mini budget? And they also discuss the newly proposed Consumer Duty of Care (CDOC). For more information on our professional qualifications and to find out how you can advance your career go to our website. Follow us on Twitter and LinkedIn.
49:07
March 29, 2022
Episode 28: Why income protection? (The paraplanner series)
We are pleased to bring you the sixth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Andrew Wibberley. This episode focuses on how paraplanners can support advisers with income protection, what paraplanners should consider, and the issues faced. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.
52:20
March 22, 2022
Episode 27: Helping paraplanners on their journey to understand trusts (The paraplanner series)
We are pleased to bring you the fifth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Peter Bridgwater and Georgia Sales. This episode focuses on helping paraplanners on their journey to understand trusts, and why this is beneficial for paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.
46:30
January 18, 2022
Episode 26: The Sustainable ESG Podcast
The podfolk are back with their first Financial Advisers podcast episode of the new year. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and a very special guest Lee Coates OBE, Ethical Money and ESG Consultant. With climate change a top priority for organisations and governments around the world, LIBF is bringing together key players in the finance sector to highlight organisations and activities that are making a real difference as part of our Sustainable Finance in Action project. For more information on our Sustainable Finance in Action project go to our website and follow us on our social channels on Twitter and Linkedin.
54:07
January 17, 2022
Episode 25: 2021 reviewed and why the future looks bright for paraplanning (The paraplanner series)
We are pleased to bring you the fourth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, and Michelle Wilson-Stimson. This episode reviews 2021 and looks ahead to 2022, focusing on the bright future in the world of paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.
37:54
December 14, 2021
Episode 24: Women in finance
The podfolk are back with their final Financial Advisers podcast episode of the year.  John is joined by Martin Clark from Landmark IFA, Nicola Barker from St. James’s place wealth, and our special guest Dawn Patrick, Independent Financial Adviser, Burlington Financial. They discuss the extremely important topic of women in finance, gender disparity, and what can be done to attract more females to the industry. For more information on our professional qualifications and to find out how you can advance your career go to our website. Follow us on Twitter and LinkedIn. 
01:06:46
December 09, 2021
Episode 23: How to build mutually beneficial relationships with advisers (The paraplanner series)
We are pleased to bring you the third episode to our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Peter Bridgwater and John Somerville. This episode discusses how best to build mutually beneficial relationships with advisers and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.
48:32
November 17, 2021
Episode 22: More to this Budget than meets the eye
The podfolk are back with another episode of the Financial Advisers podcast, this time reacting to the recent budget announcement. John is joined by David Owen from Lifetime Connect, Martin Clark from Landmark IFA, and Nicola Barker from St. James’s place wealth.
55:44
November 01, 2021
Episode 21: What makes a good paraplanner? (The paraplanner series)
We are pleased to bring you the second episode to our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Michelle Wilson-Stimson, Sian Davies-Cole and Rob Kingsbury. This episode discusses what makes a good paraplanner and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.
40:20
October 04, 2021
Episode 20: What can advisers do about the changes to protection and ESG?
The podfolk are back with another episode of the Financial Advisers podcast to talk about the importance of ESG, mortgages, protection and much more. John is joined by David Owen from Lifetime Connect and Martin Clark from Landmark IFA, podcasting from his shed!
58:25
September 23, 2021
Episode 19: The future of paraplanning (The paraplanner series)
We are pleased to launch a brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Michelle Wilson-Stimson, Sian Davies-Cole and Rob Kingsbury. Our first episode discusses the future of paraplanning and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.
40:50
September 01, 2021
Episode 18: Do you trust your trust knowledge?
The podfolk are back to talk about funeral plan regulation and its implications for the industry, trust knowledge, team Britney, Lindesfarne (the place and the band!) and Peckham Soul. John is joined by David Owen from lifetime connect and Nicola Barker from St. James’s place wealth.
50:33
August 16, 2021
Episode 17: Transitioning SMCR into business as usual (aftershow)
This episode looks at SMCR 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 Nic Dent and Julie Pardy from Worksmart to discuss SMCR, the FCA and the uncertainty around how best to align the requirements within firms. For more information on Worksmart's next event go here Webinar: SMCR Virtual Breakfast Briefing: 20th July 2021 - Worksmart
29:06
July 13, 2021
Episode 16: The paraplanner special
The Podfolk talk about how the role has evolved into an essential element of the Financial Services Profession and introduce Richard Coopers upcoming new Podcast dedicated to Paraplanners. For more information on our professional qualifications and to find out how you can advance your career go to our website.
40:44
July 01, 2021
Episode 15: Transitioning SMCR into business as usual
This special episode of the Financial Adviser podcast is a taster of what to expect from our upcoming webinar, Transitioning SMCR into business as usual with Julie Pardy, Director of Regulation and Market Engagement, Worksmart, and Nic Dent, Propositions & Customer Engagement, Worksmart. To find out more information and to book a place on the webinar on Wednesday 7 July, visit our events page.
17:39
June 23, 2021
Episode 14: Should we be worried about trusts?
This episode looks at trusts and whether financial advisors should be worried about them, the use of social media, and the benefits of vitamin D. 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!
51:23
May 24, 2021
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 09, 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 09, 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