17 episodes

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!

Just Covered Legal & General

    • Business

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!

    From Diagnosis to Grief: A Journey Through Loss

    From Diagnosis to Grief: A Journey Through Loss

    In this episode, Hazel and Wayne had the privilege of speaking with Beth, a Legal & General colleague who shared her heartfelt and poignant story about her husband Pete's battle with cancer and his unfortunate passing last year. Beth discussed the importance of having insurance, specifically critical illness cover, and life insurance, and how it impacted her family during such a challenging time. We also cover;Financial flexibility and choices that having insurance provides. The...

    • 52 min
    Goal-Based Financial Planning: A Positive Approach to Protecting Your Future

    Goal-Based Financial Planning: A Positive Approach to Protecting Your Future

    In this episode of the Just Covered podcast, Hazel and Wayne are joined by Chartered Financial Planner, George Laidlaw from Gilson Gray Financial Management. George shares his inspiring journey from working in the banking industry to where he is now and why it was important to him to achieve Chartered status despite raising his young family. Throughout George’s career he has adapted how he brings the topic of protection into his client conversations through the use of cashflow modelling and w...

    • 31 min
    Special: Divorce after 50: pensions and property

    Special: Divorce after 50: pensions and property

    Special: Divorce after 50: pensions and propertyIn this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by financial planner and pensions expert, Fiona Tait, and mortgage broker and later life lending adviser, Manjit Kaur.It starts with advice, and it starts with you.When property and pensions are your client’s two largest assets, of course, it makes sense to approach them with caution and understand the bigger picture. Our experts, Fiona an...

    • 39 min
    Checking in on colleagues and clients: The power of asking 'How are you?’

    Checking in on colleagues and clients: The power of asking 'How are you?’

    In this episode of the Just Covered podcast, Hazel and Wayne are joined by Sam Oakes from Financial Planner Life, where they reflect on the past year and discuss their goals for the new year. They also talk about the importance of checking in on colleagues and clients, and the power of asking the question "How are you out of 10?" to gauge someone's well-being. This episode also covers.- The Power of Connection: We explore the significance of advisors being ...

    • 20 min
    Celebrating One Year of our Just Covered Podcast

    Celebrating One Year of our Just Covered Podcast

    Happy Podcastiversay! We are so thrilled to be reaching the one-year anniversary of our podcast. It’s been an amazing journey filled with insights, opinions, and stories from advisers across the country. So thank you to all of those involved, and for making our first year a roaring success! In this Christmas special episode of the Just Covered podcast, host Sam Oakes takes over as the interviewer and is joined by Hazel and Wayne, the usual hosts. They reflect on the past 12 months and di...

    • 51 min
    The Power of Storytelling

    The Power of Storytelling

    In this episode of the Just Covered podcast, hosts Hazel and Wayne are joined by Wayne Griffiths from One Financial Solutions. He shares his journey to becoming an independent financial adviser after starting in the financial services industry in the 1990s. Wayne discusses the challenges and uncertainties he faced during this transition and how joining a network helped to ensure compliance and support. This episode also covers The importance of being nosy and storytelling with ...

    • 33 min

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