The Adviser Podcast

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.

In the latest edition of The Adviser Podcast our Group Partnerships & Propositions Director, Stephanie Charman interviews Louisa Sedgwick, Commercial Director at Paragon Bank. Reflecting on the market dynamics in 2023, Stephanie and Louisa explore the functionality and appeal of the buy-to-let market, including mortgage arrears and the rise of green mortgages. Looking ahead to 2024, Louisa also looks at how this year will continue to be the year of refinance and gives insight into the plans, offerings and exciting developments Paragon has to offer.

Stephanie Charman, Strategic Relationship Director at Sesame Bankhall Group, is joined by Jeremy Duncombe, Managing Director at Accord Mortgages, to discuss the condition of the current mortgage market. In their insightful conversation, they cover inflation figures, swap rates, first time buyers, product transfers and more.

For those who aren’t that familiar with the world of Equity Release, this is a back-to-basics conversation that explains what Equity Release is, what a Lifetime Mortgage is in comparison to other forms of mortgages and what benefits a Lifetime Mortgage offers. We also explore what type of borrower takes out a Lifetime Mortgage and what they use the monies for. Finally, we explore who more2life are, what lifetime mortgages they offer and discuss what the future may look like in this sector. If you are interested in learning more about this growing sector, this will give you some basic building blocks and sign posts where you can learn more.*This was a paid for promotion on behalf of more2life

In the latest edition of The Adviser podcast, hear from Nick Parker, Head of Networks and Clubs at Together, Stephanie Charman, Strategic Relationships Director at Sesame Bankhall Group, and Jason Berry, Group Sales Director at Crystal Specialist Finance, who discuss the mortgage market landscape, latest trends, how specialist lending can play a part, including how Bridging and Second charge could be viable options for customers.  

In the latest edition of The Adviser Podcast our Strategic Relationship Manager, Andrea Rutter interviews Paul Purewal, Corporate Relationship Manager at Coventry for Intermediaries. Paul explores what Coventry for Intermediaries is doing to support brokers in this volatile market. From offset mortgages to first-time buyers, Paul delves into the detail of Coventry’s offerings and how they might help your clients at this time.*This was a paid for promotion on behalf of Coventry for Intermediaries.