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James Hay Podcast  

James Hay Podcast

Author: James Hay

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
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Language: en-gb

Genres: Business, Investing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it


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Part II: Protecting against pension scams
Tuesday, 29 June, 2021

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. *For professional advisers and paraplanners only *

 

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