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Lyndsey Charnock: Property, pensions & holistic retirement planning
Manage episode 520474417 series 3594406
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In this Comprehensive conversation, our CEO Will Hale sits down with Lyndsey Charnock, National Sales Manager at Canada Life, this episode explores how property and pension strategies can work together to enhance client outcomes, strengthen intergenerational planning, and support advisers in delivering confident, future-focused advice that builds long-term value.
Chapters
1. Lyndsey Charnock: Property, pensions & holistic retirement planning (00:00:00)
2. Meet Lindsay And Her Role (00:00:08)
3. Framing Later Life Lending (00:00:54)
4. Tax Headlines And Client Confusion (00:01:20)
5. Pensions Enter The IHT Estate (00:01:55)
6. Put Property In The Plan (00:03:12)
7. Education And Stigma Around Equity Release (00:04:19)
8. Closing The Advice Gap Together (00:05:26)
9. Mortgage Advisors’ Gateway Role (00:06:12)
10. Canada Life’s Joined-Up Approach (00:07:43)
11. Call For More Advisors In Later Life (00:09:40)
27 episodes
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