Techlink in Conversation

Eddie Grant catches up with Anna Blake. In this episode, we unravel the multi-faceted dimensions of job satisfaction in paraplanners.  Anna Blake’s MSc study unveils the interplay between factors such as employment status, professionalisation and stakeholder relationships, providing valuable perspectives for paraplanners, advisers and industry professionals. The session is full of hints and tips.

Eddie catches up with Claire Trott to discuss pensions awareness week and questions frequently asked of advisers with regards to pensions. 

Eddie catches up with Barbara Gardener to discuss the five most common trust misunderstandings. Barbara covers

1. What is a bare trust
2. Pre 2006 trusts – what happens if the named beneficiary dies?
3. Default beneficiaries under a discretionary trust
4. Loan trusts after the lender's death
5. Can I just amend my trust?

The session is full of hints and tips to avoid the common issues.

Alexsandra Ololade joins Eddie Grant for a conversation about Mindset Coaching. Alex talks about what a mindset is, how coaching might be beneficial for your life, and how you can work towards your goals. Eddie asks Alex to share three tips which might be useful for our listeners, some answers include ways you can navigate change to make it a better experience and how to move through a phase of feeling stuck in life or business. Throughout the episode, there are some really useful questions you can ask yourself to work out the next steps for your mindset and the things you want to achieve.

Eddie Grant chats to Simon Martin, Regional Technical Connection Manager, to discuss corporate planning opportunities. With significant tax changes in the recent budgets and challenging economic conditions entrepreneurs have many planning considerations to achieve their ambitions for themselves and their business. Simon explores the opportunities that Consumer Duty and Great Planning create, offering a range of hints and tips.

Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.

Eddie Grant chats to Ben Ward, Trust Registration Service Support Adviser, to discuss everything TRS. This episode provides an overview of the Trust Registration Service, following HMRC's regulatory changes to include most non-taxable trusts. Eddie and Ben discuss the obligations these changes place on financial advisors and the latest updates and news from HMRC. Furthermore this episode covers Technical Connection's TRS support services available and how they can help yourself and your client complete these new and unfamiliar obligations.

 

For any TRS queries or help and support please contact via email: ben.ward@technicalconnection.co.uk

 

Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.

Eddie Grant chats to Scott Grassick, Techlink Manager, and Lucy McIntosh, a social media expert at Technical Connection Ltd. This episode covers Technical Connection's presence on social media and how our content can help you as well as speaking about the Techlink knowledge management website, its purpose, and the support it gives our subscribers.

Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.

Eddie Grant chats to Richard Higgs, Founder of Harold Stephens, Chartered Financial Planner, about how his team have considered their later life planning proposition with a vision to “make their community the best later life community in the UK”. This was recorded 20/03/2023.

 

Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.

Eddie Grant chats to Claire Trott following Spring Budget 2023. We discuss the Pension changes, what was announced and the planning opportunities and considerations. This was recorded 21/03/2023.

 

Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.

Claire Trott discusses with Danni Brotherston, Leanda Cardall and Anna Blake what it it like to be a female senior manager in St. James's Place for International Women's day 2023. The discussion explores how they came to be in their position and the challenges each experience with their different lives both inside and outside of SJP.