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 Hunt from Cruse Bereavement Support and our lived experience expert Dominic. Market Podbean link is here.
Episode 2 focuses on Mental Health with expert insights from Emma Turner from Mind Croydon and our lived experience expert James. Market Podbean link is here.
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. Market Podbean link is here.
Episode 4 focuses on Cognitive Impairment with expert insights from Philly Hare, Innovations in Dementia and our lived experts Wendy and George. Market Podbean link is here.
Episode 5 focuses on Relationship Breakdown with expert insights from Jack Guinness and Farah Baldock from Gingerbread and our lived expert Helen. Market Podbean link is here.
Episode 6 focuses on Digital Capability with expert insights from Helen Dobson from Citizen's Online and our lived expert Jackie. Market Podbean link is here.
Episode 7 focuses on Caring with expert insights from Sonia Benitez, from Carers Network and our lived expert Cynthia. Market Podbean link is here.
Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, Vulnerability and Research themed conversations.
Please leave a comment, we would love to know what you think of our conversations, why not like it too!
Techlink in Conversation Podcast – Research Series - Episode 65 – Kelly Mills and Eddie Grant discuss
Techlink in Conversation Podcast – Episode 64 – Jonathan and Eddie discuss all things vulnerability and the TISA vulnerability radar tool
Techlink in Conversation Podcast – Episode 63 – Claire and Eddie discuss the lifetime allowance changes
Techlink in Conversation Podcast – Episode 62 – Research Series – Simon Neville, Business Exits
Techlink in Conversation Podcast – Episode 61 - Claire and Eddie discuss hot topics
Techlink in Conversation Podcast – Episode 60 – Learn and Share Series – Charlotte Watson, Charlotte Watson Financial Planning
Techlink in Conversation Podcast – Episode 59 – Research Series – Alex Hall – Inspiring the next generation of advisers
Techlink in Conversation Podcast – Episode 57 – Technical Series – Helen O’Hagan – Trusts and Trustee Duties
Techlink in Conversation Podcast – Episode 56 – Research Series - Anna Blake
Techlink in Conversation Podcast – Episode 55 - Claire Trott - Pensions Awareness Week
Techlink in Conversation Podcast – Episode 54 – Barbara Gardener - The five most common trust misunderstandings
Techlink in Conversation Podcast – Episode 53 - Mindset Coaching
Techlink in Conversation Podcast – Episode 52 - Budget tax changes and the impact on business owners
Techlink in Conversation Podcast – Episode 51 – Trust Registration Service - Ben Ward
Techlink in Conversation Podcast – Episode 50 – Techlink & social media overview - Lucy McIntosh & Scott Grassick
Techlink in Conversation Podcast – Episode 49 – Learn and Share – Harold Stephens
Techlink in Conversation Podcast – Episode 48 – Spring Budget 2023 – Focus on Pensions
Techlink in Conversation Podcast – Episode 47 – International Women’s Day
Techlink in Conversation Podcast – Episode 46 – Professional Bodies – The PFS
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