Share
The Adviser Podcast
Bankhall Briefing - Natwest's £265m Anti-Money Laundering Fine
Season 4, Ep. 2
•
Join our Regulatory Engagement Manager Paul Fothergill and Andrew Shirley, our Financial Crime Manager, to hear about the circumstances behind NatWest’s £265m Anti-Money Laundering fine. We’ll look at the details and what intermediaries can learn about their systems and controls from the case.
More episodes
View all episodes
2. IPFA Talks: Episode 2 of 3 – Building A Motivated High-performing Culture
21:58||Season 7, Ep. 2In 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.1. IPFA Talks: Episode 1 of 3 - Facing The Challenges, And Exploring Opportunities Within The First-time Buyer And Protection Markets.
24:37||Season 7, Ep. 1In 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.8. Lloyds Banking Group And BM Solutions: Growing And Differentiating Your Business In The Buy-To-Let Market
32:21||Season 6, Ep. 8Growing 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.7. L&G Home Finance: Are Your Customers Financially Prepared For The Retirement They Dream Of?
29:14||Season 6, Ep. 7Are 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.6. Guardian: Exploring The 'Young Lives vs Cancer' Research
18:21||Season 6, Ep. 6In 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.5. What's Next For The Buy-to-let Market? Opportunities And Headwinds
25:27||Season 6, Ep. 5In 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.4. SBG’s Mortgage Market Outlook With Stephanie Charman
33:10||Season 6, Ep. 4Stephanie 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.3. more2life: An Introduction To Equity Release
15:00||Season 6, Ep. 3For 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 more2life2. Together: The Mortgage Market Landscape, Latest Trends And How Specialist Lending Can Play A Part
33:12||Season 6, Ep. 2In 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.