The Adviser Podcast

In the latest edition of The Adviser Podcast, our Strategic Relationship Manager, Andrea Rutter, is joined by Hannah Oades, Head of Clubs & Networks at United Trust Bank, to discuss United Trust Bank's latest white paper on the specialist mortgage market.The conversation explores specialist residential, buy to let and second charge mortgages; examines the key drivers impacting the market; and looks at how we can use criteria and products to help more customers.

In the latest edition of The Adviser Podcast, our Strategic Relationship Manager, Andrea Rutter, is joined by Jo Brown, National Account Manager, and Laura Myers, Senior Technology Manager, at Lloyds Banking Group to discuss how technology and AI could help the industry revolutionise the advice process.The conversation includes a brief economic overview, explores how technology will evolve and will look at how we keep advice and the adviser at the heart of future plans.

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. 

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.

In the latest edition of The Adviser Podcast, our Head of Strategic Partnerships Alyson Perry, interviews Vincent O’Connor, Head of Strategic Partnerships at Guardian. Parents don’t want to contemplate their child being seriously ill, and it is not always an easy conversation for advisers to have with their clients. To highlight and understand the financial costs for families who have a child living with cancer, Guardian has recently sponsored research from the charity ‘Young Lives vs Cancer’. This research explores the challenges that families may face if their child is diagnosed with cancer, and provides an insight into how advisers can broach the challenging conversations that may arise when looking at children’s critical illness cover.*This was a paid for promotion on behalf of Guardian.