In a world where the rising cost of living meets relentless pressure on fees, financial advisers are facing a challenge like never before. People are re-evaluating every pound spent, looking harder at where true value lies. Yet, for those seeking security, stability, and growth in their financial lives, the right advice has never been more essential. That’s why we're launching this series. A podcast series designed for advisers to help them better articulate their value.
This series isn’t just about storytelling; it’s about building a toolkit.
Hosted on Acast. See acast.com/privacy for more information.
In a world where the rising cost of living meets relentless pressure on fees, financial advisers are facing a challenge like never before. People are re-evaluating every pound spent, looking harder at where true value lies. Yet, for those seeking security, stability, and growth in their financial lives, the right advice has never been more essential. That’s why we're launching this series. A podcast series designed for advisers to help them better articulate their value.
This series isn’t just about storytelling; it’s about building a toolkit.
Hosted on Acast. See acast.com/privacy for more information.
In this episode of Beyond the Numbers, Scott Stevens sits down with Claire Trott, Divisional Director of Retirement and Holistic Planning at SJP and Director of Technical Connection. Widely recognised as one of the UK’s leading experts on pensions and retirement planning, Claire has spent years simplifying the complexities of SIPPs, tax planning, and regulatory changes. She is a trusted voice in both national and trade press, providing clear, insightful commentary on some of the most pressing issues in retirement planning today. In this candid and thought-provoking conversation, Claire shares her journey into financial services and the passion that drives her to help clients navigate complex pension decisions. She discusses the true value of financial advice - building confidence and clarity for clients, and why cutting through technical jargon is essential. Her approach centres on making financial concepts accessible without oversimplifying, always tailoring explanations to each client’s level of understanding. The discussion covers everything from the power of cash flow modelling and the importance of human connection, to the latest pension legislation changes and the fine balance between regulatory compliance and client trust. Packed with valuable insights and practical advice, Claire’s expertise offers a masterclass for advisers looking to enhance their approach and better support their clients.
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Hosted on Acast. See acast.com/privacy for more information.
