Podcasts

We’ve made important information even more accessible through our podcast series, now you can listen to our latest updates at a time that suits you.

 Bare Trust

Giving money to family and how to manage it are significant decisions. Find out how a Bare Trust can make it tax efficient.

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 EPP's and spousal employment

It’s a misconception that an employer sponsored scheme or occupational pension scheme can only be set up by a company or corporate entity. Hear why some clients should consider employing their spouse.

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 With Profit Fund guarantees

Hear about some potentially valuable guarantees your With profits customers can benefit from.  

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MyFolioDifferences

Multi asset risk rated funds may appear the same but Judith Casey from our Investment Solutions team drills down into the detail showing you how they’re different.

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Becoming your clients Retirement Coach

Planning for all aspects of retirement means your customers can look forward to their Second Lives with confidence. Listen to our podcast to find out more.

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 QROPS transferring UK to Ireland

If you have customers thinking about transferring pensions from the UK to Ireland, listen to what you need to know.

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PAO podcast

Our Head of Technical Solutions Sinead McEvoy takes you through what you need to know on Pension adjustment orders to support your customers.

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