Just Covered

Legal & General

Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!

  1. May 27

    The art of advice: Elizabeth Bird and Andrew Teeman on high-net worth planning and later life lending

    Wayne and Clodagh are joined by Elizabeth Bird of Chronos Wealth and Andrew Teeman of Mortgage Advice Bureau, to talk all things high-net worth financial planning and later life lending. Elizabeth and Andrew have a shared history – both work in finance, and both have been through divorce. Their careers have brought them together both personally and professionally, and the pair work together to add value to their clients’ financial planning. Both say their understanding of divorce allows them to have great empathy of many of their clients’ situations, impacting how they give their advice and run their businesses. “It’s an art,” says Elizabeth. In this episode, Elizabeth and Andrew highlight the common difficulties facing high-net worth clients, the upcoming changes to inheritance tax, and the need for careful, early planning. They also talk about the shifting realities of retirement: “It’s never been harder to get older and retire,” says Andrew. Elizabeth and Andrew also talk about: How good financial planning can bring a client’s financial future to life, showing them the ‘why’ of advice.The need for early financial education for children – and girls in particular – and the positive impact that can have on financial priorities and how we manage our money as adults.The power of telling clients you need to refer. “The best person isn’t always me,” says Elizabeth.Elizabeth and Andrew prove that good advice is about understanding both people and money. Listen now L&G Apply - Adviser Registration  Ignite - Ignite | Mortgage Technology | Legal & General

  2. Apr 8

    Emma Vaughan | Protection from every angle: Never compromising on the safety net

    Emma Vaughan, Managing Director of Omni Protect, brings warmth and candour to this episode of Just Covered. She talks to Wayne and Georgia about her journey through financial services, and the pivotal moment very early in her career that’s kept her steadfastly committed to protection – particularly income protection. Emma explains her role running the protection division Omni Protect, where she helps advisers with every kind of protection need. She talks about why education is still essential where many advisers still avoid the protection conversation. Plus she shares her insights on adviser mindsets and skillsets, protection opportunities and building client trust. Wayne, Georgia and Emma also discuss: The importance of sales quality and Emma’s top tips on how to ensure firms keep on top of it.Examples of how AI can drive efficiencies for advisers, and the ways in which Omni is trialling its use – without losing the human touch.The post-budget protection opportunities for advisers including tailored support for more effective protection sales.This conversation is a great reminder of how protection should underpin everything an adviser does. And Emma’s personal stories shared during this episode underscore her drive for its wider adoption.  Ignite Demo - Ignite | Mortgage Technology | Legal & General  L&G Apply - Adviser Registration L&G Apply - Adviser Registration  Ignite - Ignite | Mortgage Technology | Legal & General

About

Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!