Techlink in Conversation

Eddie Grant chats to our pension’s guru, Claire Trott about the abolition of the lifetime allowance, the current rules and questions we are receiving about a possible future change in government In this episode of Techlink in Conversation, Eddie Grant and Claire Trott, directors at Technical Connection, discuss recent events and key issues in the world of tax, trust, and pensions. They reflect on...

Eddie Grant chats to Financial Planner, Kelly Mills about her insightful research about goal setting for young adults and their reluctance to seek professional advice. In this episode of the TechLink in Conversation, host Eddie Grant interviews Kelly Mills, who discusses her 2023 dissertation on young adults' financial goals and their reluctance to seek professional advice. Key findings include a...

Eddie Grant chats to Jonathan Warren, Principal Consultant & Head of Innovation, Altus Consulting about all things all things vulnerability and the TISA vulnerability radar tool. Our conversation delves into the FCA's focus on vulnerability in the financial services profession, discussing its definition, importance, and the impact of recent regulatory developments. Jonathan Warren highlights t...

Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss the imminent lifetime allowance changes. The Chancellor announced the abolition of the lifetime allowance (LTA) in the spring budget of 2023. While there may be amendments, the main form of the legislation should go through. As a result, the LTA charge will be removed from 6 April 2023, but the existing framework remains...

Eddie Grant in conversation with Simon Neville who discusses his recent MBA research on ““a critical analysis of the effectiveness and influence of financial advisers working with entrepreneurs on business exits” The research establishes three key themes that influence this: The entrepreneurs' mindset when it comes to managing their finances. A demonstrable lack of knowledge and uptake of financia...

Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss topical Techlink bulletins. This episode we chat through: Lifetime allowance changes New Office of National Statistics Life Expectancy Table National Insurance changes Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, Vulnerability and Research themed conversa...

Eddie Grant catches up with Charlotte Watson who launched her advisory firm in January 2022. Charlotte shares her journey and experiences as she builds her business. We also discuss how we can together support a more inclusive profession. Charlotte highlights three great hints and tips for advisers throughout their career.

Eddie Grant catches up with Alex Hall who completed his masters in 2023 shares his insights on how to inspire the next generation of advisers and hints and tips for fellow students. Previous episodes in the research series: Better Vulnerable Client Outcomes - Eddie Grant discusses better outcomes for clients in vulnerable circumstances - available  here Buy to let - Jason Haigh discusses buy to le...

Eddie Grant catches up with Hannah Coffey, Vulnerability and Client Assistance Manager to consider the common queries, Consumer Duty and hints and tips to deliver great client outcomes. Previous episodes in the vulnerability series Episode 1 focuses on Bereavement with expert insights from Kirsty Hunt from Cruse Bereavement Support and our lived experience expert Dominic. Market Podbean link is  h...

Eddie Grant catches up with Helen O'Hagan, tax and trust expert, who demystifies trusts, trustee duties and the value of advice. This insightful conversation is full of hints and tips. Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, Vulnerability and Research themed conversations. Please leave a comment, we would love to know what yo...

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 What is a bare trust Pre 2006 trusts – what happens if the named beneficiary dies? Default beneficiaries under a discretionary trust Loan trusts after the lender's death 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 fe...

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, offer...

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 Te...

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 str...

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 refrai...

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. A...

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.

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....

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. A...

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 o...