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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Podcast #125: The "Three Is of Investable Capital" – HSBC Life’s Mark Lambert on how and why onshore bonds could unlock better client outcomes
Manage episode 486892857 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.
In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The Three Is of Investable Capital 2025, produced in partnership with Technical Connection.
With capital gains tax and dividend allowances changing, the role of onshore bonds is coming right back into focus for advisers. This report delves into why and how advisers can better utilise onshore bonds in clients’ financial planning strategies.
Our guest is Mark Lambert, Head of Onshore Bond Distribution at HSBC Life, who joins us on the podcast once again. Mark tells us not only why HSBC Life created the report, but he also shares the key insights across its nine chapters and highlights the specific benefits of onshore bonds within a client’s investable capital strategy.
Whether you’ve been recommending onshore bonds for years or are just starting to wonder if it’s time to revisit them, this conversation offers valuable perspectives for your advice practice.
Listen to the podcast here.
100 episodes
Share
Manage episode 486892857 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.
In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The Three Is of Investable Capital 2025, produced in partnership with Technical Connection.
With capital gains tax and dividend allowances changing, the role of onshore bonds is coming right back into focus for advisers. This report delves into why and how advisers can better utilise onshore bonds in clients’ financial planning strategies.
Our guest is Mark Lambert, Head of Onshore Bond Distribution at HSBC Life, who joins us on the podcast once again. Mark tells us not only why HSBC Life created the report, but he also shares the key insights across its nine chapters and highlights the specific benefits of onshore bonds within a client’s investable capital strategy.
Whether you’ve been recommending onshore bonds for years or are just starting to wonder if it’s time to revisit them, this conversation offers valuable perspectives for your advice practice.
Listen to the podcast here.
100 episodes
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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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continue reading
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…
continue reading
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