A 1-minute watch.
Roy Mcloughlin is a financial planner and associate director at Cavendish Ware, and in our latest quick-fire question round, answers on the biggest barrier to protection take-up in the UK, what piece of pensions reform is still lacking, and an example he uses to make clients take notice.
This week has seen loads of adviser focused content posted on the app, including Sean Banks on forming “a better connection” with clients, and Steve Martin on why “in anything in life, you can’t be too curious”.
Octo Members
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Ben Goss on innovating with tech and advice
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3 Questions: Setul Mehta on bringing new blood into the profession
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