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Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph Willcox

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Manage episode 405149006 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of.

Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth of knowledge about the financial services industry, Steph shares what impact she thinks the Budget announcements will have on adviser and client conversations.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 405149006 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of.

Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth of knowledge about the financial services industry, Steph shares what impact she thinks the Budget announcements will have on adviser and client conversations.

  continue reading

100 episodes

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