PODCAST · business
Techlink in Conversation
by Technical Connection
A deeper discussion with our authors to understand the key implications of the most popular bulletins on Techlink Professional
Episodes
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Techlink in Conversation Podcast – Technical Series - Episode 66 – Claire Trott discusses the Lifetime Allowance, the new rules and possible future governments
Eddie Grant chats to our pension’s guru, Claire Trott about the abolition of the lifetime allowance, the current rules and questions we are receiving about a possible future change in government In this episode of Techlink in Conversation, Eddie Grant and Claire Trott, directors at Technical...
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Techlink in Conversation Podcast – Research Series - Episode 65 – Kelly Mills and Eddie Grant discuss
Eddie Grant chats to Financial Planner, Kelly Mills about her insightful research about goal setting for young adults and their reluctance to seek professional advice. In this episode of the TechLink in Conversation, host Eddie Grant interviews Kelly Mills, who discusses her 2023 dissertation on...
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Techlink in Conversation Podcast – Episode 64 – Jonathan and Eddie discuss all things vulnerability and the TISA vulnerability radar tool
Eddie Grant chats to Jonathan Warren, Principal Consultant & Head of Innovation, Altus Consulting about all things all things vulnerability and the TISA vulnerability radar tool. Our conversation delves into the FCA's focus on vulnerability in the financial services profession, discussing its...
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Techlink in Conversation Podcast – Episode 63 – Claire and Eddie discuss the lifetime allowance changes
Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss the imminent lifetime allowance changes. The Chancellor announced the abolition of the lifetime allowance (LTA) in the spring budget of 2023. While there may be amendments, the main form of the legislation should go...
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Techlink in Conversation Podcast – Episode 62 – Research Series – Simon Neville, Business Exits
Eddie Grant in conversation with Simon Neville who discusses his recent MBA research on ““a critical analysis of the effectiveness and influence of financial advisers working with entrepreneurs on business exits” The research establishes three key themes that influence this: The entrepreneurs'...
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Techlink in Conversation Podcast – Episode 61 - Claire and Eddie discuss hot topics
Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss topical Techlink bulletins. This episode we chat through: Lifetime allowance changes New Office of National Statistics Life Expectancy Table National Insurance changes Subscribe to future podcasts and review our Techlink...
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Techlink in Conversation Podcast – Episode 60 – Learn and Share Series – Charlotte Watson, Charlotte Watson Financial Planning
Eddie Grant catches up with Charlotte Watson who launched her advisory firm in January 2022. Charlotte shares her journey and experiences as she builds her business. We also discuss how we can together support a more inclusive profession. Charlotte highlights three great hints and tips for…
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Techlink in Conversation Podcast – Episode 59 – Research Series – Alex Hall – Inspiring the next generation of advisers
Eddie Grant catches up with Alex Hall who completed his masters in 2023 shares his insights on how to inspire the next generation of advisers and hints and tips for fellow students. Previous episodes in the research series: Better Vulnerable Client Outcomes - Eddie Grant discusses better outcomes...
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Techlink in Conversation Podcast - Episode 58 - Vulnerability Series - Hannah Coffey - Vulnerability and Client Assistance
Eddie Grant catches up with Hannah Coffey, Vulnerability and Client Assistance Manager to consider the common queries, Consumer Duty and hints and tips to deliver great client outcomes. Previous episodes in the vulnerability series Episode 1 focuses on Bereavement with expert insights from Kirsty...
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Techlink in Conversation Podcast – Episode 57 – Technical Series – Helen O’Hagan – Trusts and Trustee Duties
Eddie Grant catches up with Helen O'Hagan, tax and trust expert, who demystifies trusts, trustee duties and the value of advice. This insightful conversation is full of hints and tips. Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical,...
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Techlink in Conversation Podcast – Episode 56 – Research Series - Anna Blake
Eddie Grant catches up with Anna Blake. In this episode, we unravel the multi-faceted dimensions of job satisfaction in paraplanners. Anna Blake’s MSc study unveils the interplay between factors such as employment status, professionalisation and stakeholder relationships, providing valuable...
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Techlink in Conversation Podcast – Episode 55 - Claire Trott - Pensions Awareness Week
Eddie catches up with Claire Trott to discuss pensions awareness week and questions frequently asked of advisers with regards to pensions.
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Techlink in Conversation Podcast – Episode 54 – Barbara Gardener - The five most common trust misunderstandings
Eddie catches up with Barbara Gardener to discuss the five most common trust misunderstandings. Barbara covers What is a bare trust Pre 2006 trusts – what happens if the named beneficiary dies? Default beneficiaries under a discretionary trust Loan trusts after the lender's death Can I just amend...
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Techlink in Conversation Podcast – Episode 53 - Mindset Coaching
Alexsandra Ololade joins Eddie Grant for a conversation about Mindset Coaching. Alex talks about what a mindset is, how coaching might be beneficial for your life, and how you can work towards your goals. Eddie asks Alex to share three tips which might be useful for our listeners, some answers...
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Techlink in Conversation Podcast – Episode 52 - Budget tax changes and the impact on business owners
Eddie Grant chats to Simon Martin, Regional Technical Connection Manager, to discuss corporate planning opportunities. With significant tax changes in the recent budgets and challenging economic conditions entrepreneurs have many planning considerations to achieve their ambitions for themselves…
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Techlink in Conversation Podcast – Episode 51 – Trust Registration Service - Ben Ward
Eddie Grant chats to Ben Ward, Trust Registration Service Support Adviser, to discuss everything TRS. This episode provides an overview of the Trust Registration Service, following HMRC's regulatory changes to include most non-taxable trusts. Eddie and Ben discuss the obligations these changes...
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Techlink in Conversation Podcast – Episode 50 – Techlink & social media overview - Lucy McIntosh & Scott Grassick
Eddie Grant chats to Scott Grassick, Techlink Manager, and Lucy McIntosh, a social media expert at Technical Connection Ltd. This episode covers Technical Connection's presence on social media and how our content can help you as well as speaking about the Techlink knowledge management website…
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Techlink in Conversation Podcast – Episode 49 – Learn and Share – Harold Stephens
Eddie Grant chats to Richard Higgs, Founder of Harold Stephens, Chartered Financial Planner, about how his team have considered their later life planning proposition with a vision to “make their community the best later life community in the UK”. This was recorded 20/03/2023. Please note - The...
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Techlink in Conversation Podcast – Episode 48 – Spring Budget 2023 – Focus on Pensions
Eddie Grant chats to Claire Trott following Spring Budget 2023. We discuss the Pension changes, what was announced and the planning opportunities and considerations. This was recorded 21/03/2023. Please note - The content of this recording is strictly for general consideration only. No action…
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Techlink in Conversation Podcast – Episode 47 – International Women’s Day
Claire Trott discusses with Danni Brotherston, Leanda Cardall and Anna Blake what it it like to be a female senior manager in St. James's Place for International Women's day 2023. The discussion explores how they came to be in their position and the challenges each experience with their different...
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Techlink in Conversation Podcast – Episode 46 – Professional Bodies – The PFS
Eddie Grant chats to Don MacIntyre, interim CEO of the PFS and Carla Brown, Oakmere Wealth Management about the role of a professional body and the key member benefits. This was recorded 02/02/2023. Please note - The content of this recording is strictly for general consideration only. No action...
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Techlink in Conversation Podcast - Episode 45 - Vulnerability Series - Fraud and Scams
This podcast aims to provide and insight into fraud and scams. Providing advice on how financial advisers can support their clients to avoid becoming victims of a fraud or scam. And provide guidance on appropriate support should clients become victims.
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Techlink in Conversation Podcast - Episode 44 - Vulnerability Series - Harm
Low resilience, certain life events, or a deterioration in health can all lead to an increased risk of harm. In this podcast, Hannah Coffey discusses with Jan levy, the signs, the symptoms, potential triggers, coping mechanisms and potential actions to take to support your client.
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Techlink in Conversation Podcast - Episode 43 - Technical Series - Autumn Statement 2022
Eddie Grant chats to Claire Trott about the Autumn Statement, what was announced, its implications and what financial planners might be discussing with their clients and professional connections. Please note - The content of this recording is strictly for general consideration only. No action…
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Techlink in Conversation Podcast – Episode 42 – Research Series – Zoe Taylor
Zoe Taylor recently completed her masters dissertation exploring Long-Term Care – The perfect storm for financial decision making. Eddie Grant chats to Zoe delving into the research, its findings and the academic journey. Our interview is full of lots of hints and tips for financial planners and...
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Techlink in Conversation Podcast – Episode 41 - Eddie Grant, Claire Trott & Tony Wickenden - Fiscal Event
Eddie, Claire & Tony discuss last week’s fiscal event. Recorded on 28th September 2022.
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Techlink in Conversation Podcast – Episode 40 – Technical Series – Simon Martin – A Closer look at Tax Advantaged Investments
Simon Martin joins Eddie Grant to take a closer look at tax advantaged investments, the reliefs and planning ideas.
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Techlink in Conversation Podcast – Episode 39 – Technical Series – Niki Patel and Barbara Gardener – Protection trusts for business owners
Niki Patel and Barbara Gardener join Eddie Grant to explore business assurance needs and trusts for business owners
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Techlink in Conversation Podcast – Episode 38 – Technical Series – Helen O’Hagan Trustee Duties and Trust Registration Service
Helen O’Hagan joins Eddie Grant to explore the role and duties of trustees with a focus on meeting the regulatory requirements of the Trust Registration Service.
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Techlink in Conversation Podcast – Episode 37 – Technical Series – Simon Martin’s Planning Tips
Simon Martin discusses with Eddie Grant a range of topical planning tips and overviews what Techlink users are following.
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Techlink in Conversation Podcast – Episode 36 – Research Series – Eddie Grant
Eddie Grant and Paul Matthews, discuss Better outcomes for clients in vulnerable circumstances, research completed by Eddie to support his MSc in Finance.
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Techlink in Conversation Podcast – Episode 35 –Special Episode – Claire Trott’s 10 in 10
Eddie Grant catches up with Claire Trott to talk about her 2022 challenge and how listeners can help. Link to JustGiving page Claire Trott is fundraising for St. James's Place Charitable Foundation (justgiving.com)
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Techlink in Conversation Podcast – Episode 34 – Research Series – Vicky Kleboe
Eddie Grant and Vicky Kleboe, Later Life Financial Planning for women, discuss research completed by Vicky to support her MSc in Finance.
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Techlink in Conversation Podcast – Episode 33 – Technical Series – Spring Statement
Eddie Grant is joined by fellow Director Claire Trott and Tony Wickenden to discuss the 2022 Spring Statement, reviewing the announcements with hints and tips for financial planners.
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Techlink in Conversation Podcast – Episode 32 – Research Series – Tom Low
Eddie Grant and Tom Low, discuss reason for, and value of, seeking financial advice, research completed by Tom to support his MSc in Finance.
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Techlink in Conversation Podcast – Episode 31 – Research Series – Paul Johnson
Eddie Grant and Paul Johnson discuss Property as a retirement strategy instead of pensions, research completed by Paul to support his MSc in Finance.
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Techlink in Conversation Podcast – Episode 30 – Research Series – Samantha Bradford
Eddie Grant and Sam Bradford discuss The Retirement Decision within financial services company, research completed by Sam to support her MSc in Finance.
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Techlink in Conversation Podcast – Episode 29 – Research Series – Ellie Reed
Eddie Grant and Ellie Reed discuss post-retirement planning, research completed by Ellie to support her MSc in Finance.
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Techlink In Conversation Podcast - Episode 28 - Vulnerability Series – Caring
This podcast is the seventh session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 7 focuses on Caring with expert insights from Sonia Benitez, Head of Services, Carers Network and our lived expert Cynthia.
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Techlink in Conversation Podcast – Episode 27 – Research Series – Claire Trott
Eddie Grant and Claire Trott discuss pensions tax relief based upon the benefit structures of the schemes, research completed by Claire to support her MSc in Finance.
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Techlink In Conversation Podcast - Episode 26 - Vulnerability Series – Digital Capability
This podcast is the sixth session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 6 focuses on Digital Capability with expert insights from Helen Dobson from Citizens Online and our lived expert Jackie.
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Techlink In Conversation Podcast - Episode 25 - Vulnerability Series – Relationship Breakdown
This podcast is the fifth session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 5 focuses on Relationship Breakdown with expert insights from Jack Gillis and Farah Baldock from Gingerbread and our lived expert Helen.
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Techlink In Conversation Podcast - Episode 24 - Vulnerability Series – Cognitive Impairment
This podcast is the fourth session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 4 focuses on Cognitive Impairment with expert insights from Philly Hare of Innovations in Dementia and our lived experts Wendy and George.
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Techlink In Conversation Podcast - Episode 23 - Vulnerability Series – Economic Abuse
This podcast is the third session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 3 focuses on Economic Abuse with expert insights from Dr Nicola Sharp-Jeffs, Founder and CEO of Surviving Economic Abuse and our lived expert Annie.
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Techlink in Conversation Podcast - Episode 22 - Vulnerability Series - Mental Health
This podcast is the second session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 2 focuses on Mental Health with expert insights from Emma Turner from Mind Croydon and our lived experience expert James.
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Techlink in Conversation Podcast – Episode 21 – Research Series - Amy Goodall-Smith
Eddie Grant and Amy Goodall-Smith discuss where people get their knowledge when making financial decisions, research completed by Amy to support her MSc in Finance.
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Techlink in Conversation Podcast - Episode 20 - Vulnerability Series - Bereavement
This podcast is the first session of the new Vulnerability Series. Hosted by Hannah Coffey and Jan Levy, Episode 1 focuses on Bereavement with expert insights from Kirsty Hunt from Cruse Bereavement Support and our lived experience expert Dominic.
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Techlink in Conversation Podcast - Episode 19 - Vulnerability Series - Trailer
In this episode, Eddie Grant discusses the new Vulnerability Lived Experience series with Hannah Coffey and Jan Levy. This impactful series covers 7 episodes including Bereavement, Caring, Mental Health, Relationship Breakdown, Cognitive Impairment, Digital Capability and Economic Abuse and are...
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Techlink in Conversation Podcast – Episode 18 – Research Series - Jason Haigh
Eddie Grant and Jason Haigh discuss buy to let properties, research completed by Jason to support his MSc in Finance.
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Techlink in Conversation Podcast – Episode 17 – Research Series - Alan Rutherford
Eddie Grant and Alan Rutherford discuss Millennials in Aberdeen and their financial decisions, research completed by Alan to support his MSc in Finance.
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Frequently Asked Questions
How many episodes does Techlink in Conversation have?
Techlink in Conversation currently has 66 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Techlink in Conversation about?
A deeper discussion with our authors to understand the key implications of the most popular bulletins on Techlink Professional
How often does Techlink in Conversation release new episodes?
Techlink in Conversation has 66 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Techlink in Conversation?
You can listen to Techlink in Conversation on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Techlink in Conversation?
Techlink in Conversation is created and hosted by Technical Connection.
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