LIBF Financial Adviser Podcast

We are pleased to bring you the second episode to our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Michelle Wilson-Stimson, Sian Davies-Cole and Rob Kingsbury. This episode discusses what makes a good paraplanner and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for...

The podfolk are back with another episode of the Financial Advisers podcast to talk about the importance of ESG, mortgages, protection and much more. John is joined by David Owen from Lifetime Connect and Martin Clark from Landmark IFA, podcasting from his shed!

We are pleased to launch a brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Michelle Wilson-Stimson, Sian Davies-Cole and Rob Kingsbury. Our first episode discusses the future of paraplanning and some of the issues faced by paraplanners today.  This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find o...

The podfolk are back to talk about funeral plan regulation and its implications for the industry, trust knowledge, team Britney, Lindesfarne (the place and the band!) and Peckham Soul. John is joined by David Owen from lifetime connect and Nicola Barker from St. James’s place wealth.

This episode looks at SMCR as a follow-on from our webinar on the same subject. The recording for this webinar can be found on libf.ac. UK/webinars . John is joined by Nic Dent and Julie Pardy from Worksmart to discuss SMCR, the FCA and the uncertainty around how best to align the requirements within firms. For more information on Worksmart's next event go here Webinar: SMCR Virtual Breakfast Brie...

The Podfolk talk about how the role has evolved into an essential element of the Financial Services Profession and introduce Richard Coopers upcoming new Podcast dedicated to Paraplanners. For more information on our professional qualifications and to find out how you can advance your career go to our website .

This special episode of the Financial Adviser podcast is a taster of what to expect from our upcoming webinar, Transitioning SMCR into business as usual with Julie Pardy, Director of Regulation and Market Engagement, Worksmart, and Nic Dent, Propositions & Customer Engagement, Worksmart. To find out more information and to book a place on the webinar on Wednesday 7 July, visit our events page...

This episode looks at trusts and whether financial advisors should be worried about them, the use of social media, and the benefits of vitamin D. John is joined by the usual Podfolk, David Owen from lifetime connect, Nicola Barker from St. James’s place wealth and Martin Clark from Landmark IFA. To find out more about our brand new qualification in Financial Planning in Retirement go to our websit...

This episode looks at the importance of paraplanners and environmental, social, and corporate governance. John is joined by the usual Podfolk, David Owen from lifetime connect and Nicola Barker from St. James’s place wealth. To find out more about our brand new qualification in Financial Planning in Retirement go to our website and join in the conversation on our social channels too!

This episode looks at pension planning as a follow on from our webinar on the same subject. The recording for this webinar can be found on libf.ac.uk/webinars . John is joined by the usual Podfolk, David Owen from lifetime connect, Nicola Barker from St. James’s place wealth and Martin Clark from Landmark IFA. To find out more about our brand new qualification in Financial Planning in Retirement g...

This episode breakdowns the budget and what this means for financial advisors going forward. We also discuss the upcoming webinar on retirement planning which takes place next Thursday 11 March. Making her debut on the pod is Nicola Barker from St. James’s place wealth, and she joins Martin Clark from Landmark IFA. Amongst more serious matters the podfolk reminisce about working together, and whet...

This episode looks at the upcoming budget and what this means for financial advisers. John is joined by the usual Podfathers David Owen from lifetime connect and Martin Clark from Landmark IFA. Amongst more serious matters the Podfathers touch on Elon Musk investing in Bitcoin, the cold weather, David’s love of an Oodie, and whether it’s a good time to buy stocks in Superdry. For more information...

Our latest episode looks at the year ahead and what financial advisers should be putting into their new year’s resolutions. John is joined by the usual Podfathers David Owen from Lifetime Connect and Martin Clark from Landmark IFA. Amongst more serious matters the Podfathers touch on the Christmas and new year break, looking like ZZ Top, the good, the bad and the ugly of social media, and much muc...

Our latest episode looks at the pension market, and in particular pension transfers. John is joined by the usual podfathers David Owen from Lifetime Connect, and Martin Clark from Landmark IFA. Amongst more serious matters the podfathers touch on life in lockdown, missing driving, new challenger banks, youtube and much more. For more information about our qualifications go to https://libf.ac.uk/pr...

For our latest podcast, Dave and John talk to Martin Clark from Landmark IFA about the recent summer economic plan, later life planning and his experiences with getting back to work in the new normal and what that actually means to advisers and clients. For more information about our qualifications go to https://libf.ac.uk/professional-qualifications , follow us on Twitter @StudyLIBF and join in w...

On this episode, we have John Somerville and David Owen talking to Al Rush on the story of British steel, non-contingent charging and the FCA.  For more information about our qualifications go to https://libf.ac.uk/professional-qualifications , follow us on Twitter ( @StudyLIBF ) and join in with the conversation.

On this episode, we have John Somerville and David Owen talking to Darren Cooke from Red Circle Financial Planning on the current situation and the future of the industry. For more information about our qualifications go to https://libf.ac.uk/professional-qualifications , follow us on Twitter @StudyLIBF and join in the conversation.

On this week's episode, John Somerville and David Owen are joined by Les Pick, Head of Sales at Canada Life Home Finance to discuss the current challenges financial advisers are facing and possible solutions. Go to our website to view our qualifications and follow us @studyLIBF and get involved in the conversation,

On this week's episode we have John Somerville and David Owen discussing the impact of Covid-19 on the industry and what the future may hold.

Welcome back to the LIBF Financial Adviser podcast where we talk to experts in the industry about all things from the sector. This week John Somerville and David Owen discuss budget predictions, the impact of coronavirus on the industry and much more. 

In this first episode John Somerville sits down with David Owen from Lifetime Connect to discuss all things paraplanning, how the role of the paraplanner has changed over the years and why now is the ideal time to think about becoming one. You can read more about the role of the paraplanner on our Insights blog or you can find out more about our Diploma in Paraplanning (DipPP) on our website.