The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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I&P Podcast #11: Why advisers should be talking more about pensions and protection in 2025 – with Royal London’s Clare Moffat
Manage episode 471823648 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Autumn Budget shook things up when the Chancellor announced plans to bring pensions into the inheritance tax (IHT) net from April 2027. This shift has sparked big questions for advisers, especially around balancing pension strategies with protection planning.
In this episode, we dive into:
- How the IHT changes impact pension planning — especially for clients with larger pension pots.
- Why protection policies are set to play a bigger role in client conversations.
- Practical insights and strategies from today’s guest - pensions expert Clare Moffat, Head of Technical and Marketing compliance at Royal London.
Clare joins hosts Sue and Jenny to break down what advisers need to know and how they can best support their clients through these changes.
Tune in for expert analysis and actionable takeaways to help you navigate the evolving landscape of pensions and protection.
Listen now for plenty of practical insight on these key topics HERE
100 episodes
Share
Manage episode 471823648 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Autumn Budget shook things up when the Chancellor announced plans to bring pensions into the inheritance tax (IHT) net from April 2027. This shift has sparked big questions for advisers, especially around balancing pension strategies with protection planning.
In this episode, we dive into:
- How the IHT changes impact pension planning — especially for clients with larger pension pots.
- Why protection policies are set to play a bigger role in client conversations.
- Practical insights and strategies from today’s guest - pensions expert Clare Moffat, Head of Technical and Marketing compliance at Royal London.
Clare joins hosts Sue and Jenny to break down what advisers need to know and how they can best support their clients through these changes.
Tune in for expert analysis and actionable takeaways to help you navigate the evolving landscape of pensions and protection.
Listen now for plenty of practical insight on these key topics HERE
100 episodes
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Similar to IFA Talk
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
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…
continue reading
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…
continue reading
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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continue reading
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