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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 2: Pre Budget predictions

LIBF Financial Adviser PodcastMar 09, 2020

00:00
46:21
Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series)
Aug 01, 202340:19
Ep. 45: The importance of having an effective ESG process in the paraplanning world (The paraplanner series)
Jun 26, 202347:27
Episode 44: The countdown to the consumer duty (The paraplanner series)
May 23, 202347:03
Episode 43: The spring budget, the autumn statement and pensions (The paraplanner series)
Mar 28, 202345:01
Episode 42: The FCA's consultation paper and inheritance tax
Mar 08, 202356:28
Episode 41: Hints and tips to make life easy in the paraplanning world (The paraplanner series)
Feb 28, 202339:02
Episode 40: The end of tax year planning podcast (The paraplanner series)
Jan 16, 202344:49
Episode 39: How to develop and retain paraplanners (The paraplanner series)
Dec 09, 202250:14
Episode 38: What's all this fuss about the Autumn Statement?
Dec 01, 202242:07
Episode 37: The changing face of paraplanning (The paraplanner series)
Oct 17, 202241:32
Episode 36: What's happening in the industry at the moment Part 3: Investments
Sep 06, 202225:11
Episode 35: Why clear objectives are essential for building excellent client reports (Part 2 The paraplanner series)
Aug 31, 202234:44
Episode 34: What's happening in the industry at the moment Part 2: Bonds and markets
Aug 08, 202235:05
Episode 33: Why clear objectives are essential for building excellent client reports (Part 1 The paraplanner series)
Jul 25, 202231:36
Episode 32: What's happening in the industry at the moment Part 1: Consumer duty
Jul 12, 202237:41
Episode 31: The devil is in the detail-how to get additional technical support (The paraplanner series)
May 24, 202239:40
Episode 30: How to have challenging conversations with advisers (The paraplanner series)
Apr 26, 202255:28
Episode 29: The spring statement and the consumer duty
Mar 29, 202249:07
Episode 28: Why income protection? (The paraplanner series)
Mar 22, 202252:20
Episode 27: Helping paraplanners on their journey to understand trusts (The paraplanner series)
Jan 18, 202246:30
Episode 26: The Sustainable ESG Podcast
Jan 17, 202254:07
Episode 25: 2021 reviewed and why the future looks bright for paraplanning (The paraplanner series)
Dec 14, 202137:54
Episode 24: Women in finance
Dec 09, 202101:06:46
Episode 23: How to build mutually beneficial relationships with advisers (The paraplanner series)
Nov 17, 202148:32
Episode 22: More to this Budget than meets the eye

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.

Nov 01, 202155:44
Episode 21: What makes a good paraplanner? (The paraplanner series)
Oct 04, 202140:20
Episode 20: What can advisers do about the changes to protection and ESG?

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!

Sep 23, 202158:25
Episode 19: The future of paraplanning (The paraplanner series)
Sep 01, 202140:50
Episode 18: Do you trust your trust knowledge?

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.

Aug 16, 202150:33
Episode 17: Transitioning SMCR into business as usual (aftershow)

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

Jul 13, 202129:06
Episode 16: The paraplanner special
Jul 01, 202140:44
Episode 15: Transitioning SMCR into business as usual

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.

Jun 23, 202117:39
Episode 14: Should we be worried about trusts?
May 24, 202151:23
Episode 13: Are you making the most of your paraplanner?
Apr 19, 202151:38
Episode 12: What is the shift in retirement planning?

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!

Mar 25, 202151:30
Episode 11 - Budget Reaction! - Where should advisers focus their attention?
Mar 09, 202144:22
Episode 10: Pre Budget 2021 predictions
Feb 18, 202146:34
Episode 9: New year, new start - what should Financial Advisers be doing this year?
Jan 12, 202139:03
Episode 8: Driving home (electrically) for Xmas!
Dec 17, 202040:12
Episode 7: Back to a new reality - what do the next six months hold for the financial advice industry?
Aug 11, 202058:27
Episode 6: The changing times in the Pension Transfer Market with Al Rush
Jun 26, 202044:50
Episode 5: Financial planning challenges
May 21, 202055:37
Episode 4: Forget the budget, that's ancient history!
Apr 17, 202050:09
Episode 3: The impact of Covid-19 on the industry

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.

Mar 26, 202040:06
Episode 2: Pre Budget predictions

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. 

Mar 09, 202046:21
Episode 1: Everybody needs paraplanners
Jan 30, 202032:17