46 episodes
LIBF Financial Adviser Podcast LIBF
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- Business
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Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Will Clark, Reece Edwards, Sian Davies Cole and Alex Burrows.
In this episode our guest speakers discuss EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts).
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. -
Ep. 45: The importance of having an effective ESG process in the paraplanning world (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury, Reece Edwards, Sian Davies Cole, Lee Coates and Alex Burrows.
In this episode our guest speakers discuss all things ESG in the paraplanning world.
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. -
Episode 44: The countdown to the consumer duty (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury and Reece Edwards.
In this episode our guest speakers look towards the countdown to the consumer duty and what should paraplanners be doing as part of their final preparation for consumer duty on 31st July.
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. -
Episode 43: The spring budget, the autumn statement and pensions (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Reece Edwards.
In this episode our guest speakers cover the spring budget and the last autumn statement changes that come in in the new tax year, along with what this means for pensions and retirement planning.
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. -
Episode 42: The FCA's consultation paper and inheritance tax
The podfolk are back with a new financial adviser podcast.
John is joined by Nicola Barker from St. James’s Place Wealth and David Owen from The OpenWork Partnership.
Here they discuss the FCA's latest consultation paper, inheritance tax, cash, happiness and doughnuts(!)
For more information on our professional qualifications and to find out how you can advance your career go to our website.
Book your ticket to The Mortgage Conference today!
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Episode 41: Hints and tips to make life easy in the paraplanning world (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Reece Edwards.
In this episode our guests share some tips on how to make the life of a paraplanner easier.
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.