Octo Insights

Catch up on the Mouthy Money podcast, where our Technical Services Director, Andrew Tully, discusses insights from our UK Retirement Confidence Index report https://lnkd.in/etjRmerD You can also download the full 2024 results here > https://hubs.li/Q02ZwhrQ0 #RetirementConfidence

If you didn’t finish the week with this, it might be worth starting with it…

In the second episode of #LappinsBiggishBigIssue, John sits down with Tom Selby from AJ Bell to tackle the topic of stabilising pensions tax. 🎙️This episode will be available on-demand this Friday in the Planning, Retirement, Tax & Trusts space. 📌Haven’t listened to the series yet? Catch the first episode here: https://lnkd.in/dSJx98FB  👉Sign up as an Octo member for FREE to access this podcast and more expert content! #Podcast #Pensions #Tax #Pensions

Great to see the first of these go live. Understanding and dissecting the big issues impacting the sector is something John Lappin does better than anyone I know. I can’t help thinking Lappin’s Biggish Big Issue is going to become essential end of week listening. Octo Members Octo Insights Lee Robertson

Opportunities like the one below from Nicky Sevel and Woven Advice don’t come along often. Please enquire directly if you are interested or share if you know someone who might be.

After a number of sessions attending, presenting and facilitating with financial planners recently my latest musings for Octo Members are on whether the very best financial planners are curious people. As always, I hope it’s of some passing interest and if you do want to read it, you will find it in the Personal Development Space.

📽️ Podcast: Property development in the current economic landscape! Can the government deliver on their house building pledge? Tom Cantor and Guy Murray discuss whether the system is fit for purpose, and what changes need to happen to the planning process. Chris Tuite Check the full conversation here: https://lnkd.in/daVtuggd #WestOne #Podcast #Development #Bridging

This week, the Mouthy Money podcast is taking a brief break, but don't worry—we have plenty of insightful episodes for you to catch up on! 🎧 Check out our previous episode: "Where Do Mortgage Rates Go From Here?" This was Part One of our Mortgage Takeover Special, where we dived deep into the current state and future of the mortgage market. Join host Edmund Greaves as he chats with mortgage expert Roger Morris and John Davison from Perenna about what’s happening in the mortgage market right now. Available on Spotify, Apple Podcasts, and YouTube. https://lnkd.in/dRkHsW3R

Great group of experts + strong chairing = brilliant discussion + fascinating report. Thank you Chris Tuite and Paul Thomas for making it happen and to John Davison Steve Mannakee Polly Gilbert and Roger Morris for sharing their expertise and wisdom. Worth a read if mortgages is your thing…

"It's worse in investment platforms and pensions than anywhere else in the market" This week, Mouthy Money has a special episode coming your way! Join our host, Edmund Greaves, as he tackles the complexities of financial jargon and the challenges of communicating retirement language. Special guests: 💼 James Daley from Fairer Finance 💼 Robert Vaudry from Wealthtime Together, they're tackling why financial firms persist with jargon, who the worst offenders are, and if regulation bears some of the responsibility. Don't miss this lively conversation coming soon on our podcast and Youtube channels.