Building financial resilience and helping vulnerable clients
In this episode of the podcast we are talking about building financial resilience and helping vulnerable clients. We are joined by Robin Melley, Chartered Financial Planner of the year 2020, and found...
11 Nov 202015min
The importance of Black role models in the insurance profession
In this episode of the podcast we are talking about the importance of Black role models in the insurance profession. We are joined by Maxine Goddard, Strategic Operations Leader of Zurich and Head of ...
28 Okt 202019min
The importance of Black role models in the insurance profession
In this episode of the podcast we are talking about the importance of Black role models in the insurance profession. We are joined by Maxine Goddard, Strategic Operations Leader of Zurich and Head of ...
28 Okt 202019min
How to protect clients from the latest scams
In this episode of the podcast we are talking about how advisers and insurers can protect their clients from the latest scams. We are joined by Alain Desmier, Founder of Contact State, and George Tsou...
21 Okt 202011min
How Covid-19 has impacted trust in the insurance profession
In this episode of the podcast we are talking about how Covid-19 has impacted trust in the insurance profession. We are joined by Jeremy Trott, Non-executive Director of the Society of Claims Professi...
14 Okt 202019min
How Financial Advisers are adapting to the new normal
In this episode of the podcast we are talking about how financial advisers are adapting to the new normal. We are joined by Sarah Lord, President of the Personal Finance Society and Chief Client Offic...
7 Okt 202013min
Making the insurance profession more inclusive for those with a history of poor mental health
In this episode of the podcast we are talking about making the insurance profession more inclusive for those with a history of poor mental health. We are joined by James Moorhouse, Content Manager at ...
30 Sep 202030min
Starting conversations about care
In this episode of the podcast we are talking about starting conversations about care and how people can build and maintain financial resilience for later life. We are joined by Damian Green, MP for A...
23 Sep 202016min
