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 tax
Protection 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 management
The need to challenge client’s mindsets of the financial needs for the whole household
On 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.