Octo Members

In this Candid Conversation with Gary Abela of Re:LoA the discussion explores how AI and policy interrogation is already helping many advice firms in terms of time and accuracy. The solution from re:loa is built specifically to assist advisers and their support teams reduce the many hours spent screening documents only to fill out forms or generate reports. It is also available already for Intelliflo users. By intelligently automating document analysis and data extraction to boost productivity while ensuring quality for advice firms, this can have direct impact on time and efficiencies. Gary also goes on to talk in broader terms about AI in financial planning and what we might see going forwards from the ever growing range of what is, and will become, available. It's a fascinating session and for those seeking to understand more about AI, the efficiencies and capabilities of re:loa and other systems then just dive on in. Gary has also kindly offered all members who are interested a special time limited deal, beyond the first free three, details of which can be found on Octo.

𝗡𝗲𝘄 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 𝘄𝗶𝘁𝗵 𝗧𝗼𝗺𝗺𝘆 𝗪𝗮𝘁𝘀𝗼𝗻 In this enlightening session I am really pleased to be joined by Tommy Watson associate director at Paradigm Norton Financial Planning. An associate director of what is one of the very best examples of a financial planning firm in the UK, he brings his own brand of unique energy and enthusiasm to this very strong team. A well known contributor to the profession and a ProgPlan speaker alumni, many will already know him and much of what he stands for. Running through how he got started in the sector, his move to financial planning working initially with Ruth Sturkey and how much that benefitted him on to what he most enjoys about his role, his ambitions for the profession and beyond. Always thoughtful and with a very strong desire to right by his colleagues and his clients and ensuring he gives his very best. As ever, this is well worth a view as there is a lot of ground covered in thirty minutes. Enjoy!

𝗦𝗼𝗺𝗲 𝗶𝗱𝗲𝗮𝘀 𝘁𝗼 𝗰𝗮𝘁𝗰𝗵 𝘂𝗽 𝗼𝗻 𝗳𝗿𝗼𝗺 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗼𝗻 𝗢𝗰𝘁𝗼 Just a small selection of the ideas, discussions, debates and actionable insights we have brought to members in November. Enjoy! 𝘈𝘴 𝘧𝘪𝘳𝘮 𝘣𝘦𝘭𝘪𝘦𝘷𝘦𝘳𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘴𝘰𝘤𝘪𝘦𝘵𝘢𝘭 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴 𝘰𝘧 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘢𝘭𝘭 𝘰𝘧 𝘰𝘶𝘳 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘢𝘯𝘥 𝘮𝘦𝘮𝘣𝘦𝘳𝘴𝘩𝘪𝘱 of 𝘵𝘩𝘦 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘵𝘺 𝘪𝘴 𝘧𝘳𝘦𝘦 𝘵𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘱𝘳𝘢𝘤𝘵𝘪𝘵𝘪𝘰𝘯𝘦𝘳𝘴.

Our latest Adviser Insight session features financial planner Sophie Haslehurst APFS of Integrity365 chatting with Lee on her career, her specialisations and those she admires. A Women in Financial Advice finalist and highly accomplished planner this is well worth watching.

In the second episode of #LappinsBiggishBigIssue, John sits down with Tom Selby from AJ Bell to tackle the topic of stabilising pensions tax. 🎙️This episode will be available on-demand this Friday in the Planning, Retirement, Tax & Trusts space. 📌Haven’t listened to the series yet? Catch the first episode here: https://lnkd.in/dSJx98FB  👉Sign up as an Octo member for FREE to access this podcast and more expert content! #Podcast #Pensions #Tax #Pensions

For the first instalment of #lappinsbiggishbigissue John Lappin talks with Billy Burrows, founder of the Annuity Project, about pension investments coming under the inheritance tax regime and how this could see more clients opting for annuities. He discusses the likelihood that pension pots will now be run down more quickly and what might happen in the run up to 2027 when the reform comes into force. https://lnkd.in/dSJx98FB 👉 Not a member yet? Sign up as an Octo member for FREE to access this podcast and more expert content! #podcast #octomembers #pension