In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The Three Is of Investable Capital 2025, produced in partnership with Technical Connection.
With capital gains tax and dividend allowances changing, the role of onshore bonds is coming right back into focus for advisers This report delves into why, and how advisers can better utilise onshore bonds in clients’ financial planning strategies.
Our guest is Mark Lambert, Head of Onshore Bond Distribution at HSBC Life, who joins us on the podcast once again. Mark tells us not only why HSBC Life created the report but he also shares the key insights across its nine chapters and highlights the specific benefits of onshore bonds within a client’s investable capital strategy.
Whether you’ve been recommending onshore bonds for years or are just starting to wonder if it’s time to revisit them, this conversation offers valuable perspectives for your advice practice.
Listen to the podcast on Spotify, Apple Podcasts and Amazon!
You can also listen to the Legal & General episode, mentioned in this podcast, by clicking here!
Mark Lambert – Head of Onshore Bond Distribution at HSBC Life (UK) Ltd
Mark’s career in financial services spans over 20 years, and he currently holds the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment. In previous roles, he’s provided independent financial advice at American Express’s IFA business, delivered National Wrap Platform Sales, and distributed Private Banking Solutions into the IFA marketplace with UBS. Mark joined HSBC Life in 2017 and heads up the Onshore Investment Bond distribution team – supporting Financial Advisers across the UK.
