Octo’s top posts - Lappin's Biggish Big Issue - episode 4
Your weekly Octo update
It’s been another busy week on Octo, with some great articles covering a wide range of topics—from Lee's thoughts on adviser events to three predictions for the mortgage market in 2025. Plus, John’s back with another brilliant podcast, which is well worth a few minutes of your time. Have a great weekend!
Head of Community Lee Robertson reflects on the value of adviser-focused events, following his involvement in the recent Parmenion ‘Let’s Grow’ event.
Contributing Editor John Lappin talks with John Porteous on what the Budget means for the future of estate planning and what the pensions and IHT change will mean for planning more generally.
Contributing Editor Paul Thomas takes a look at what lies ahead for the mortgage market next year.
John Lappin discusses how the MPs' report should have focused on the British Steel fiasco, not issues outside its scope.
Lee chats with George Barbov of GR Media about podcasting, motivations to tackling imposter syndrome and online criticism.
Coming Soon
Adviser Insight with Tamsin Caine
Lee chats with Tamsin Caine about her professional journey, divorce planning, and AI's role in financial advice.
Friday Live with Mark Whitcroft
Mark Whitcroft from PlannerPal joins Lee to discuss productivity in planning practices with AI.