Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph Willcox 

This week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of. 

Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth of knowledge about the financial services industry, Steph shares what impact she thinks the Budget announcements will have on adviser and client conversations. 

There may not have been many surprises from the Budget this year (well apart from the heckling!), but there is still more than enough to delve into, and some key changes that will impact a wide range of clients. And it’s not only what was announced, but what was missing that is important as well. 

And there’s more! It’s International Women’s Day (IWD) tomorrow, 8th March. We couldn’t let Steph go without getting her thoughts on how things have changed for women in finance and what she thinks about the current gender diversity position. 

Be sure to look out for more Budget and IWD content on the website. We have been inundated with comments, thoughts, and perspectives from across the industry and we’re getting them all online straight away so you can stay right up to date.

Check out the conversation below:

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Click here to listen on Spotify

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

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