Podcasts about lifesearch

Send us a text#AD We've got a special episode for you as part of our Legacy Week at Financielle. We're encouraging you to get your protection life admin sorted. We're talking wills, life insurance, critical illness cover, etc. Laura shares a difficult personal story about a dear friend, in the hope of inspiring some of the millions of people without a will to make one and ensure their wishes are followed. ❤️We're also answering these listener dilemmas:

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Today we're going to be taking about being financially prepared for life events. This is important because it's so easy to make progress with your finances, only to have the rug pulled out from under your feet by something unexpected. Or even something that IS expected… Shownotes: https://meaningfulmoney.tv/YC3 Everything You Need To Know 03:00 Life events – like what? 03:55 Marriage 04:43 Having a Child 05:09 Buying a Home 05:24 Career Advancement 06:02 Starting a Business 07:47 Receiving an Inheritance 08:44 Job Loss or Career Change 09:10 Divorce or Separation 10:04 Serious Illness or Disability 10:41 Death of a Family Member 11:36 Caring for Aging Parents 12:25 Children's Education Costs 12:53 Relocation 13:45 Retirement 14:14 Unexpected Large Expenses 15:15 Being prepared means mastering the 3F's – Foundation, Forward-looking, Flexibility.   Everything You Need To Do 17:03 Foundation – Emergency fund, workplace benefits and personal insurance. LifeSearch - affiliate agreement. 28:38 Forward-looking – consider what may happen and what is likely to happen. 43:02 Flexible – keep things flexible so that we can be able to make changes as needed. 51:47 If big events happen – take your time, seek help.   53:35 Podcast Review

Enjoying the podcast? Then don't forget to rate and give us a review! As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com    Part three of our personal finance tips is here! In this bonus episode,our expert guests discuss budgeting, what to know before you get started with investing, plus they share a property mistake you may have made too. Get started on your financial spring cleaning and hear helpful tips from: Personal Finance Expert and Founder of Mrs MummyPenny, Lynn Beattie; Financial Journalist and Senior Digital Editor at MoneyWeek, Kalpana Fitzpatrick; Founder and CEO of Propelle; Ayesha Ofori, Independent Non-Executive Director for PensionBee; Lara Oyesanya FRSA; CMO at PensionBee, Jasper Martens; and CMO at  LifeSearch; Justin Harper.   Episode Breakdown:  00:45 Monthly subscriptions 01:20 Saving little and often 02:13 Saving for your kids 02:49 Getting started with investing 03:50 Investing in property 04:56 The benefits of life insurance.   Read the transcript.   Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube   Follow @PensionBee on X, Threads, Instagram, TikTok, Facebook and LinkedIn.

Enjoying the podcast? Don't forget to rate and give us a review! As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com    As we all know, there are only two certainties in life - death and taxes - and going through the admin when someone dies can be a slow and expensive process. That's why it's a good idea to think about where you'd like your own money and personal belongings to go in advance to avoid making it complicated for those you leave behind.   In this episode, we discuss all the useful things you can do to make sure you've got your own affairs in order - from wills and to life insurance, to pension beneficiaries. We also talk about what's important to address when you're dealing with somebody else's estate.   Helping us to do this are our three expert guests: Solicitor for Frank Brazell & Partners and Free Wills Month; Simon Levy, CMO at  LifeSearch; Justin Harper, and PensionBee's Head of Second Line Compliance; Jaypee Soule.   Episode Breakdown:  03:16 Executors and beneficiaries 03:51 Keeping things organised for your loved ones 08:25 Lasting powers of attorney 09:54 Letters of wishes 11:21 Prepayment funerals 12:36 Life insurance  13:21 Inheritance tax 15:29 Pension beneficiaries  18:25 Writing a will 22:06 What are the rules of intestacy? 27:18 First steps when a loved one passes away 28:06 Tell Us Once service 29:37 What's probate? *We talk about what happens to your pension after death in this episode. We want to be clear that we're referring to defined contribution pensions. Here are a few more things to know: If the deceased is under 75 years old, and the pension proceeds are paid within two years of the provider knowing of the customer's death, then their beneficiaries can get the money tax-free. From 2026, if the deceased is under 75 years old, tax may be charged to the beneficiaries if the deceased has reached their lifetime allowance. Find out what  the current pension lifetime allowance is. If the deceased is aged 75 or above, the pension proceeds are taxable at the marginal rate of the beneficiary's income tax. *We want to be clear that your pension isn't legally considered part of your estate, so isn't covered by your will. However, mentioning your pension in your will may help to eliminate any doubt over your wishes, though it's recommended that you still contact your pension provider to add your beneficiaries to your policy.   Further reading: For more help dealing with the admin when someone passes away, check out these resources from PensionBee. Episode 20 transcript Pension death benefits  Pension rules after death Pension beneficiaries What happens to your pension when you die? Your guide to writing your will How your pension can save you inheritance tax. Other useful resources:  LifeSearch Free Wills Month Cheap and free wills (Money Saving Expert) Tell Us Once (GOV.UK) The LifeBook (Age UK) The Last Word report 8 Best Password Managers (Forbes) Learn more about intestacy - the process that occurs when someone dies without a will.   Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube Follow @PensionBee on X, Threads, Instagram, TikTok, Facebook and LinkedIn. Follow @LifeSearch on X, Instagram, Facebook and LinkedIn.

Welcome to another Inbetweenisode where my guest is a senior member of the team at LifeSearch - Alan Richardson. This will be super-useful episode for anyone who has a business of any kind.   Shownotes: https://meaningfulmoney.tv/session509 

As the cost of living crisis bites, the challenge for the insurance industry is helping to keep families protected.This week FTAdviser editor Simoney Kyriakou is joined by Stuart Tragheim, chief executive of Holloway Friendly, Debbie Kennedy, chief executive of Lifesearch, and Alan Lakey, founder of CI Expert.They discuss how the protection industry can make sure their products are seen as essential, rather than non-essential, costs and how advisers can discuss these issues with their clients and keep them engaged with protection.They also discuss the benefits of payment holiday periods and the perils of clients becoming over-insured.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Hi everyone, we are on season 6 of the Practical Protection Podcast after a lovely break for the summer of 2022. We are feeling lovely and refreshed, ready for more industry insights and underwriting for you.  We have Tom Baigrie from LifeSearch with us for this first episode talking about the campaigning that he has done over the past 20 years, to improve consumer outcomes. Tom takes us through some of the most recent projects he is taking on including his passion to embed mystery shoppers into the analysis of broker firms and his thoughts on protection insurance and the upcoming FCA Consumer Duty, plus more. The key takeaways: Marketing is not working, the protection market is not growing. Protection isn't easy if you're not doing it every day. We need to build networks where protection brokers are seen as specialists that other advisers are able to reach out to, and to show the worth of protection.  We all agree on a key theme that we must work together as an industry to make change. It can't just be advisers making efforts, and it can't just be insurers either, it is working together that will lead to better customer outcomes. Something that is already being proven through the Protection Distributors Group, Income Protection Taskforce and the Access to Insurance working groups. Next time Matt Rann is back with me and we are chatting about arranging protection insurance for people that have given or received an organ donation. Remember, if you are listening to this as part of your work, you can claim a CPD certificate on our https://practical-protection.co.uk/ (website), thanks to our sponsors https://octomembers.com/ (Octo Members). If you want to know more about how to arrange protection insurance, take a look at my Protection Insurance in Practice course https://www.adviceforadvisers.co.uk/ (here).

Hi everyone, in the latest podcast episode we have Kevin Carr from Carr Consulting joining me and Roy McLoughlin. We are talking about public relations, what it is, how it can work for you, and the benefits that you can get from raising your profile within the industry. Kevin has been a part of the finance world for many years now, first starting at Nationwide advising on mortgages, leading onto his role as an adviser at LifeSearch that quickly changed to include PR work. Kevin was drawn to PR as he found that speaking with journalists led to him being featured in the press, which then resulted in clients ringing up wanting to chat to him for advice. PR isn't just about the press, there are so many ways that you can build your profile in a way that matches what you want and need to support your career. The key takeaways: “Plane lands safely is not new”. We are all doing great work but simply doing our jobs isn't enough to get a feature in the press. It is a myth that the press only feature negative insurance stories. Marketing is a part of your PR strategy, so even if you don't think you are doing PR, you are. Next time I have Matt Rann back with me and we are going to be discussing testicular cancer and insurance.  Remember, if you are listening to this as part of your work, you can claim a CPD certificate on our https://practical-protection.co.uk/ (website), thanks to our sponsors https://octomembers.com/ (Octo Members). If you want to know more about how to arrange protection insurance, take a look at my Protection Insurance in Practice course https://www.adviceforadvisers.co.uk/ (here).

Today on the show my dear friend Eve Rodsky is joining us! Eve has been featured on the show before, with her New York Times best selling book, Fair Play and now Eve is here again with her new book, 'Unicorn Space', which is all about making time for your creative pursuits. As a researcher, I was intrigued with this idea that men and women have different opportunities to pursue creative interests, which makes sense. Women disproportionally undertake domestic chores and child care requirements, therefore leaving less time to pursue interests outside of work and home life. For example a study by LifeSearch found that among working women, half (50%) still say they do the majority of household chores, in comparison to men where just one in four (25%) of all working men, spend an average of 7.6 hours on housework per week – almost equivalent to a typical working day – on top of their paid job. This isn't just that women have less time to be creative and innovative, workplaces in particular de-value women's creativity.  A 2015 academic study published in the journal Psychological Science, finds that creativity itself is gendered.  The paper states that organisations increasingly reward those who are seen as true “innovators.” Surveys of top business executives have identified “creative thinking” as the ability most valued in employees and one of the most important skills for the future. However, stereotypical expectations of men and women's creativity shape how creativity is judged and acknowledged. This paper finds that creativity itself is more strongly associated with stereotypically masculine characteristics and that a man's work is more likely to be deemed creative. The research also finds that men's ideas are more often deemed “ingenious” than women's even when it's on the same topic. In particular, supervisors assess their female employees as less creative, even when they are exhibiting more of the stereotypically masculine behaviours associated with creativity. Creativity is gendered. We value men's creative time, ideas and outputs more than a woman's. Therefore it is no surprise that we make more time for men to be creative because we believe it's more valuable. This is inequality, the belief that men and masculinity are somehow more valuable than women and femininity. And this plays out in all aspects of life, even how we spend our creative time as Eve explains in today's episode.     Website: everodsky.com Book: Unicorn Space Instagram: @everodsky

Mark Twigg is an executive director at Cicero/AMO, he was born in Rotherham before working for the Labour Party in the late 90's. A lifelong diversity and inclusion campaigner he specialises in government relations and lobbying. Tom and him go toe to toe on the why the financial regulator is key to our society going forward and look back at what Britain could have done better in the 70's and 80's and how that might inform us as we approach the future.

Tony Langham, CEO of Lansons, joins Tom and Angus and dives into his and Lansons' history, horse racing and why he's happy defending the offshore banking sector.

The handover from successful entrepreneur to successor CEO is notoriously fraught with danger. Join Tom Baigrie and LifeSearch's new CEO, Debbie Kennedy, as they look to draw up a map through the whirlpools.

Tom and Angus sit down with a leader from inside LifeSearch, Melvyn Nwajei leads a team of telephone interviewers but also after George Floyd's murder was one of the founding members of LifeSearch's Fairness and Diversity Squad. Hear him talk about a range of issues from his days spent searching people for weapons in Manchester to a massacre in 1920's Oklahoma.

Wasfi Kani is the CEO of Grange Park Opera. Born in the East London she started teaching herself the piano at 9 and was playing Violin in The National Youth Orchestra by 16. She read music at Oxford but was good at Maths so became a computer programmer but soon gave that up to become a conductor. With a story like that how could she be anything but interesting?

Angus talks to Ste Clark, Fi Rooney and Maddy Gunn, 3 highly experienced Searchers who live with disabilities, about disability and how it affects their lives. Covering a wide range of topics this conversation gives great insight into the lives of people who live with a disability. 

LifeSearch CEO Tom Baigrie hosts Ally Millar, Baz Moffatt, Davinia Tomlinson, Luke Ambler and Nina Skero in the Health, Wealth and Happiness conversations*. Together with Cebr, LifeSearch compiled three brand new indices to deliver an accurate reading of health, wealth and happiness levels in the UK. In these three conversations, our experts further pull apart the report, exploring its findings and relating them to their own experiences and expertise. This episode, the last of a 3-part series, is focused on Happiness, how we've changed priorities and perception through the pandemic, and what's in store in the future. 

LifeSearch CEO Tom Baigrie hosts Ally Millar, Baz Moffatt, Davinia Tomlinson, Luke Ambler and Nina Skero in the Health, Wealth and Happiness conversations. Together with Cebr, LifeSearch compiled three brand new indices to deliver an accurate reading of health, wealth and happiness levels in the UK. In these three conversations, our experts further pull apart the report, exploring its findings and relating them to their own experiences and expertise. This episode, the second of a 3-part series, is focused on Wealth, how we've changed priorities and perception through the pandemic, and what's in store in the future.

LifeSearch CEO Tom Baigrie hosts Ally Millar, Baz Moffatt, Davinia Tomlinson, Luke Ambler and Nina Skero in the Health, Wealth and Happiness conversations. Together with Cebr, LifeSearch compiled three brand new indices to deliver an accurate reading of health, wealth and happiness levels in the UK. In these three conversations, our experts further pull apart the report, exploring its findings and relating them to their own experiences and expertise. This episode, the first of a 3-part series, is focused on Health, how we've changed priorities and perception through the pandemic, and what's in store in the future. 

Join Angus as he talks to 4 members of LifeSearch's Listening Ears team - Sarah Martin, Matthew Grantham, Bethan Jones, and Maxine Austin as they talk all things Mental Health, LifeSearch and how the two fit together. In this in-depth conversation, they dive into how to better get a grasp of your thoughts, their personal history with the subject and why it is that LifeSearch needs The Listening Ears. Please be aware some people may find some of the things that come up triggering if you do so our advice would be to contact your local GP.

Ben Burgess, Poonam Khan and Tom Baigrie discuss what it's like to be a top adviser at LifeSearch, how nervous they were on their first day and how long it took them to get up to that A+ standard. They are open with Tom on how they view the business and protection industry as a whole and even delve into why the job they do works, and sometimes doesn't work, for them

All the winners of the LifeSearch Awards 2021 tell us what it feels like to win and why they think they won, and the Searchers that did vote for them tell us why they actually did win. Think of it as a cheat sheet for how to win an award next year!

This week we talk LGBTQ+ History Month. Angus is joined by Shaukat Ali, Maddy Gunn and Andrew Parker and they talk about everything from Queer as Folk and It's a Sin creator Russel T. Davies to eating Cake in the Garden centre.

Today I bring back repeat guest and protection industry legend Tom Baigrie of Lifesearch to discuss the impact of Coronavirus on insurers and whether things might return to normal. We cover whether it's arguably more important than ever for folks in their middle age to get life insurance given the disproportionate impact that Covid has had on older people.

After the death of George Floyd and the subsequent BLM protests, LifeSearch felt it wasn't doing enough. So The Fairness and Diversity Squad was born. They meet twice a month to talk about a massive variety of things and have already made many changes to the way LifeSearch operates. Tune in to hear about the experiences of LifeSearch's fairness and diversity squad and the changes they are helping to bring to LifeSearch today.

This podcast was first released inside LifeSearch in the late Summer of 2020, we feel it's right to start off 2021 by putting this conversation between Darren Sturdy and Tom Baigrie out into the world. Darren talks openly and honestly about what it's been like growing up as a black man in Britain and how the death of George Floyd and the BLM movement has and are changing things.

Shaun Barker is retiring after 14 brilliant years with LifeSearch, he and Tom Baigrie have a conversation that covers all areas. From the early days of LifeSearch's Leeds branch to more recent memories of Cape Town. Shaun reveals why he was scared the first time he and Tom met and gets to ask Tom a question that he's had on his mind for 12 years. 

This week Angus is talking to Emily Kate Brewer, John Hurd, Naz Patel, Beth Jones and Melvyn Nwajei about how they celebrate. In a weird and wonderful conversation, we talk Fasting, Nut Roasts and the computer game, Football Manager.  

Every year we have an End of Year Celebration, this year's was online but no less epic than any other. Our award winners recorded their thoughts post-winning and let's just say that we had to grab a tissue or two. Thank you so much winner's, this podcast would literally be nothing without you!

Life insurance and other types of financial protection form the cornerstone of sound Financial Planning, but do we focus enough on these valuable products? My guest on the podcast today is Tom Baigrie, Founder and CEO of LifeSearch. Raised in apartheid South Africa, Tom emigrated to the UK in 1981 aged 20 and got a start as a self-employed insurance salesman. He sold savings, investments, pensions and tax, but life insurance was the product he most believed in. LifeSearch proper began in 1998 when Tom and business partner Arthur Davies decided to build a financial services company that would avoid the tricks and the shortcuts, the hustle and the squeeze. They would do right by the customer. In this conversation, Tom runs us through the three most important forms of individual insurance, and some of the things to think about when taking out cover. We also chat about financial protection for business owners in these difficult times. Here’s my conversation with Tom Baigrie, Founder of LifeSearch, in episode 503 of Informed Choice Radio.

Hopefully it's a nice surprise when an unexpected episode drops into the feed! I'm adding this in here because I had the chance to chat with Tom Baigrie of life insurance advisers LifeSearch about their experiences in the current pandemic - it makes for an interesting conversation…

This week I'm pleased to welcome back Tom Baigrie of Lifesearch for a bit of a study into Income Protection which, while misunderstood and underused, is inarguably the most important personal insurance you can have.

Newest research by Health, Wealth & Happiness report 2018 found that we’re willing to give up almost £2,000 a year of our salary if that means we can achieve a better work-life balance. But how do we achieve happiness and juggle our private and work life without sacrificing too much? Iona Bain, Money Expert & Blogger and Tom Baigrie, CEO of LifeSearch spoke with us about the recent findings. Iona and Tom chatted with RNIB Connect Radio’s Simon Pauley. For tips and advice visit: [www.lifesearch.co.uk/health-wealth-happiness-2018](http://www.lifesearch.co.uk/health-wealth-happiness-2018)

Emma Thomson on promoting positive protection insurance stories - MAF140 My guest on the show this week is Emma Thomson. We talk about building LifeSearch, promoting positive protection stories, and the Protection Distributors Group. It's a great interview full of insights and ideas about company culture and customer engagement. Welcome to episode 140 of the Marketing and Finance Podcast. We chat about: The success of LifeSearch, one of the UK's biggest protection insurance intermediaries How company culture is important in developing a true customer focus Making sure people see positive PR stories rather than focusing on the odd negative one How real stories about the experiences of real people are the best way of broaching a dull subject like insurance How creating your own awards event can improve products and service in your industry The development and successes to date of the Protection Distributors Group This is an awesome interview and we cover so much ground and Emma has such an infectious passion for a subject that many people feel is pretty dull. Who Emma Thomson? Emma is Life Office Relations Director at LifeSearch. She consults with financial services product providers on the strengths and weaknesses of their offerings to help them increase their business. Externally she provides advice on Product, E-Commerce and Process development and is a member of the F&TRC Protection Forum, the Income Protection Task Force and the Protection Distributors Group. She also has a regular column in Money Marketing Magazine. Links and Show Notes. For links to the books and apps mentioned by Emma, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio. Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business. I’m your host, Roger Edwards. A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success. An experienced marketing professional helping businesses with their marketing strategy, content and social media. Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident. He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Women and Money presenter Sarah Pennells @Savvy_Woman discusses #income #protection with guests @Addy_Frederick of @lv and @emmathomson76 from LifeSearch on @ShareRadioUK #incomeprotection #womenandmoney