The Adviser Podcast

In the latest edition of The Adviser Podcast, our Head of Strategic Partnerships, Alyson Perry, is joined by Shelley Read, Senior Protection Technical Manager at Royal London, to discuss the advantages of family income benefit.The conversation includes an overview of the main advantages of a family income benefit policy, recognising the groups of customers where a policy is particularly suitable and tips you can use to initiate the conversation with your customers.Podcast recorded August 2024.

In the final episode of this IPFA talks series, we explore the value of IPFA to lenders and providers.PMS Mortgage Club's Regional Key Account Manager, Natalie Pater, is joined by 'Lloyds Banking Group’s Head of Strategic and Technology Partnerships, Claire Cherrington; CEO at Cornerstone Finance Group, Haydn Thomas; Rebecca Lewis, Group Director at Affinity Group; and Aberdein Considine’s Head of Mortgage Operations, Darren Polson.

In the next episode of IPFA talks, we talk all things recruitment and development.Alex Beavis, our Group Director of Mortgages and Protection, welcomes Jamie Lewis, Managing Director of Affinity Group, Dan Hobbs, Managing Director of New leaf Distribution and Tracy Gordon, Operations Director of Mortgage Required.Our subject-matter experts tackle the challenges an aging adviser population brings and explore the approaches they utilise to bring fresh recruits into the industry.Covering work culture, training plans and employment structures, listen now to find out how some of our leading advisory businesses are paving the way in leadership.

In the first episode of IPFA Talks, we bring members of the Independent Panel for Financial Advice (IPFA) together to discuss pertinent topics and address some of the biggest challenges facing our industry.Our first episode sees Adam Kemp, Director at AMAS Investments, Gemma Perry, Operations Director of Acumen Mortgages and Steve Easter, Managing Director (Mortgages & Protection) of Fairstone Group take to the microphone as SBG’s Director of Strategic Relationships, Stephanie Charman leads a discussion around the challenges within the first-time buyer market.Recorded in April, our guests explore the current solutions available to first-time buyers, the shortage of housing stock, what opportunities are there are to support the market and more.We then shift the focus to talk about the value of protection and how positioning the protection conversation has led to positive results. Our experts discuss how their approach towards protection and how their customer-centric focus provides a welcome boost to revenue. 

Growing and differentiating your business in the buy-to-let market.In the latest edition of The Adviser Podcast, our Lender Relationship Manager, Andrea Rutter, is joined by Jo Brown, Heather Cara and Rachel Buxton to discuss what Lloyds Banking Group and BM Solutions are doing adapt and support the buy-to-let (BTL) and private rented sector (PRS) markets.The conversation includes an overview of how the BTL market it interacts with the PRS, the direction of travel for regulation, the benefits for brokers of embracing change and some clear calls to action that you can take to grow and differentiate your business.Podcast paid for by Lloyds Banking Group.

Are your customers financially prepared for the retirement they dream of?In the latest edition of The Adviser Podcast, our Strategic Partnerships & Propositions Operations Manager Nicole O'Hara, interviews Darren Arulvasagam, Strategic Account Manager at L&G.An essential part of later life planning, the forecast for equity release look strong.Nicole and Darren delve into the detail of what essentially is just a mortgage that you take into retirement.They look at the market opportunity and how you can grow your business, increase your revenue, retain assets under management (AUM) and improve your customer’s retirement by considering Lifetime Mortgages.Discover more with L&G:Visit the L&G Home Finance website to find helpful sales support guides and FAQs.You can also contact your dedicated account manager, or if you don’t have their details handy, arrange a call back here.Podcast paid for by L&G Home Finance.