LIBF Financial Adviser Podcast

46 Episodes

1. Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series)

   Published: 8/1/2023
2. Ep. 45: The importance of having an effective ESG process in the paraplanning world (The paraplanner series)

   Published: 6/26/2023
3. Episode 44: The countdown to the consumer duty (The paraplanner series)

   Published: 5/23/2023
4. Episode 43: The spring budget, the autumn statement and pensions (The paraplanner series)

   Published: 3/28/2023
5. Episode 42: The FCA's consultation paper and inheritance tax

   Published: 3/8/2023
6. Episode 41: Hints and tips to make life easy in the paraplanning world (The paraplanner series)

   Published: 2/28/2023
7. Episode 40: The end of tax year planning podcast (The paraplanner series)

   Published: 1/16/2023
8. Episode 39: How to develop and retain paraplanners (The paraplanner series)

   Published: 12/9/2022
9. Episode 38: What's all this fuss about the Autumn Statement?

   Published: 12/1/2022
10. Episode 37: The changing face of paraplanning (The paraplanner series)

    Published: 10/17/2022
11. Episode 36: What's happening in the industry at the moment Part 3: Investments

    Published: 9/6/2022
12. Episode 35: Why clear objectives are essential for building excellent client reports (Part 2 The paraplanner series)

    Published: 8/31/2022
13. Episode 34: What's happening in the industry at the moment Part 2: Bonds and markets

    Published: 8/8/2022
14. Episode 33: Why clear objectives are essential for building excellent client reports (Part 1 The paraplanner series)

    Published: 7/25/2022
15. Episode 32: What's happening in the industry at the moment Part 1: Consumer duty

    Published: 7/12/2022
16. Episode 31: The devil is in the detail-how to get additional technical support (The paraplanner series)

    Published: 5/24/2022
17. Episode 30: How to have challenging conversations with advisers (The paraplanner series)

    Published: 4/26/2022
18. Episode 29: The spring statement and the consumer duty

    Published: 3/29/2022
19. Episode 28: Why income protection? (The paraplanner series)

    Published: 3/22/2022
20. Episode 27: Helping paraplanners on their journey to understand trusts (The paraplanner series)

    Published: 1/18/2022