Techlink in Conversation

Eddie Grant chats to Don MacIntyre, interim CEO of the PFS and Carla Brown, Oakmere Wealth Management about the role of a professional body and the key member benefits. This was recorded 02/02/2023.

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.

This podcast aims to provide and insight into fraud and scams. Providing advice on how financial advisers can support their clients to avoid becoming victims of a fraud or scam. And provide guidance on appropriate support should clients become victims.

Low resilience, certain life events, or a deterioration in health can all lead to an increased risk of harm. In this podcast, Hannah Coffey discusses with Jan levy, the signs, the symptoms, potential triggers, coping mechanisms and potential actions to take to support your client.

Eddie Grant chats to Claire Trott about the Autumn Statement, what was announced, its implications and what financial planners might be discussing with their clients and professional connections.

 

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.

Zoe Taylor recently completed her masters dissertation exploring Long-Term Care – The perfect storm for financial decision making.

 

Eddie Grant chats to Zoe delving into the research, its findings and the academic journey. Our interview is full of lots of hints and tips for financial planners and students alike.

 

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, Claire & Tony discuss last week’s fiscal event. Recorded on 28^th September 2022.

Simon Martin joins Eddie Grant to take a closer look at tax advantaged investments, the reliefs and planning ideas.

Niki Patel and Barbara Gardener join Eddie Grant to explore business assurance needs and trusts for business owners

Helen O’Hagan joins Eddie Grant to explore the role and duties of trustees with a focus on meeting the regulatory requirements of the Trust Registration Service.

Simon Martin discusses with Eddie Grant a range of topical planning tips and overviews what Techlink users are following.