The podcast is for Financial Advisers only and is an invaluable source of technical resources covering the latest expert insight on pensions, tax and trust legislation. In a time when changes to legislation are frequent and increasingly complex, we appreciate the demands on financial advisers to interpret legislative change and assess the impact on clients. Providing accurate information – often at short notice – can make the difference when developing long-term successful client relationships. For more information visit The Technical Hub on the James Hay website www.jameshay.co.uk
James Hay Podcast
Claim This Podcastby James Hay
8 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇬🇧
Podcast Overview
The podcast is for Financial Advisers only and is an invaluable source of technical resources covering the latest expert insight on pensions, tax and trust legislation. In a time when changes to legislation are frequent and increasingly complex, we appreciate the demands on financial advisers to interpret legislative change and assess the impact on clients. Providing accurate information – often at short notice – can make the difference when developing long-term successful client relationships. For more information visit The Technical Hub on the James Hay website www.jameshay.co.uk
Language
🇺🇲
Publishing Since
12/17/2019
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Recent Episodes
June 29, 2021
Part II: Protecting against pension scams
<p>In the second part of this podcast special, we're back with Damian Smyth, Head of Sales at James Hay, and Neil MacGillivray, Head of Technical Support, to continue the conversation on what adviser firms can do to protect clients from scams. Neil also explains the impact the government's new proposals to allow pensions trustees to block transfers could have on clients.</p> <p>*For professional advisers and paraplanners only *</p>
June 29, 2021
Part I: Protecting against pension scams
<p>According to the Pension Scams Industry Group, a voluntary body of providers and trade associations, around 40,000 pension holders may have been defrauded in one way or another and up to £10 billion may have been lost in pension scams. These figures sound pretty bad, however, the People’s Pension has crunched its own numbers and found that 1 in 200 adults in the UK – that’s around a quarter of a million savers – may have lost retirement savings to fraud. They also estimate that the total cost of this could be more in the region of £14.6 billion. So, whoever’s data we use, we are talking some about pretty big numbers.</p> <p>Damian Smyth, Head of Sales at James Hay, is joined by Neil MacGillivray, Head of Technical Support, to discuss pension scams and what we can all do to help run the scammers out of town. In part one of this podcast special, Neil defines what a pension scam is and the issues pension scams pose.</p> <p>*For professional advisers and paraplanners only *</p>
January 26, 2021
Supporting Vulnerable Clients
<p>The 2020 Financial Lives Survey indicated that 46% of UK adults could be considered vulnerable, and even more so since the pandemic took hold in March last year.</p> <p>Vulnerability is consequently a key area of focus for the FCA and they’re understandably insistent that advisers treat their clients right. So is your business prepared?</p> <p>In this podcast our Director of Marketing, Stephen Wynne-Jones, speaks to Bradley Thompson from our Customer Experience team. Bradley is our vulnerable customer expert and has literally championed this important subject throughout our firm.</p> <p>Bradley provides guidance on how advisers and paraplanners can spot the signs of vulnerability, and tips for how to help support any clients who could be considered vulnerable.</p> <p>*For financial advisers and paraplanners only*</p>
8 total episodes available
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Frequently asked questions
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- What is James Hay Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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