Don't Forget Protection

Hi everyone, this week Roy is having his first solo hosting on this podcast, interviewing Lee Robertson from Octo Members. Lee and Roy have an extensive chat about wealth management, protection insurance, signposting and more.Lee has built a platform that allows advisers, from many areas within financial services, to join together to share their knowledge. This private community is focused upon bringing together experts who can discuss best practices, that can generate respectful debate and practical tips for action.The key takeaways:Gift inter vivos and joint life second death policies can be an integral part of effective planning for inheritance taxProtection used to be the first building blocks of a financial plan, but it’s not seen to be as interesting as other parts of wealth managementThe need to challenge client’s mindsets of the financial needs for the whole householdOn the next podcast I will be back with Matt Rann and we will be chatting about cancer, especially bowel cancer. We will be chatting about early warning signs, potential treatments and what this can mean if you are trying to support someone to get protection insurance.Remember, if you are listening to this as part of your work, you can claim a CPD certificate on our website.

Om Podcasten

When you set out to get things like life insurance, critical illness cover or income protection, many people do not think that they are going to hit any snags along the way. But! Insurance is a world of risk and there are times that a persons circumstances will make insurers sit back and have an extra think about offering the insurance. Why?! This podcast is designed to answer that why. Kathryn Knowles is joined by guests to bring a clear and open chat about how insurance works. Kathryn brings her experience as a "quirky" life and the voice of the consumer to the discussion. She does this alongside her work as a specialist adviser, who is known for insuring the uninsurable.