Shows
Special Needs Planning: The PodcastThe Team Approach to Special Needs PlanningWe're joined this week by Heledd Wyn - she has a passion for working together with other advisers for the benefit of her clients. We hear from Heledd as she advocates for the team approach to special needs planning and why that's best for the client.Heledd Wyn is a Partner specialising in private clientservices and long-term care, based in Bristol. With extensive experience in future planning, private wealth, and Court of Protection matters, Heledd provides expert guidance on Wills, Powers of Attorney, long-term care, andasset protection for both individuals and business owners. She is...
2025-08-1335 minSpecial Needs Planning: The PodcastThe Dad Shift - why Paternity Leave matters to all of usAlex Hunter is co-founder of The Dad Shift, a new campaign for better paternity leave in the UK. He's spent his career campaigning and fundraising with charities, working on issues including domestic abuse, assisted dying and climate change.Alex’s aim is that The Dad Shift campaign will broaden theconversation around the need for improved paternity leave law and policy in the UK which is reported to be lowest in Europe.He eloquently tells us about the impacts of the short and low-paid Paternity Leave in the UK and the changes that he...
2025-07-3036 minSpecial Needs Planning: The PodcastJuggling Entrepreneur life as a SEND parentToday we talk to the brilliant Catherine Ann Reid, Founder of doqit, a life admin app designed to make your life simpler. She is also mum to the lovely Chloe who is 23 with complexadditional needs.She’s experienced firsthand how overwhelming managingcritical documents and deadlines can be. This inspired her to create doqit - an app designed to help families manage and take control of their paperwork and never miss important deadlines.A recent UK FinTech Challenge winner, Catherine Ann ispassionate about using technology to make life easier for working parents and of cour...
2025-07-1034 minSpecial Needs Planning: The PodcastJim Islam, CEO of OneFamily - why listening to clients is so importantToday, we're talking to Jim Islam, CEO of OneFamily.Jim Islam, CEO of OneFamily, has been a motivated supporter of the Access to Child Trust Fund campaign for many years.OneFamily are the largest provider of Child Trust Funds in the UK and were the first financial organisation to help find a solution for families with young people who lack mental capacity to access their funds at the age of 18.Working with Andrew Turner and other families, Jim and his team at OneFamily are...
2025-07-0230 minSpecial Needs Planning: The PodcastBridging the gap between SEND parents & servicesHi there and welcome to the next episode of theProvide.Protect.Prepare podcast brought to you by SENDA. My name is Ali and with me on the podcast today I have SENDA Founder, Rhiannon Gogh and our lovely guest, Rachel Wright. Rachel is the Founder of Born at the Right Time, anorganisation aimed at improving the lives of those with disabilities and their families. She is a qualified nurse and the parent of a young man with complex disabilities. She’s also the author of a book called "The Skies I’m Under"...
2025-06-1837 minSpecial Needs Planning: The PodcastMeet Cathy Brennan - SENDA Advisory Board MemberOn the show today, we are excited to welcome Cathy Brennan.Cathy is a Senior Financial Planner based in NorthernIreland. But….she’s no ordinary financial planner. She has won multiple awards, most recently Financial Adviser of the Year for Scotland/Northern Ireland at the Professional Adviser’s Women in Financial Advice Awards, and it’s not hard to see why. As well as providing traditional financial planning advice, Cathy is an advocate for encouraging more women in finance, providing financial coaching to those who want to take control of their finances and, close to her heart...
2025-06-0428 minSpecial Needs Planning: The PodcastFinancial Advice for SEND families: A Parent's viewToday, we are delighted to welcome Suzanne Robinson to thepodcast. Suzanne Robinson is a mother of 3 children aged between 7and 14, and all are on the autistic spectrum to some degree. Her eldest child, Zac, is profoundly autistic and requires round-the-clock care. He is now in a residential school with regular visits home. Suzanne is an incredible advocate for SEN families and regularly speaks in the media and to parent carer groups and forums about her family's experiences of autism. Her open and honest approach to life with SEN kids shines a refreshing light for...
2025-05-2128 minSpecial Needs Planning: The PodcastChild Trust Fund Access Campaign with Andrew TurnerWe were delighted to interview Andrew Turner who has been leading a campaign to raise awareness around the issues of accessibility to Child Trust Funds and other savings instruments by young people with special needs and disabilities who lack mental capacity.It is estimated that around 80,000 trust funds cannot be accessed by young people. Andrew has been campaigning for many years to help ensure that vulnerable young people, such as his son, are able to access vital funds that will enhance their lives.Andrew has been working with organisations...
2025-05-0728 minSpecial Needs Planning: The PodcastSpecial Needs Planning: The Podcast - TrailerSENDA (Special Educational Needs and Disabilities Advisers) was founded in 2024 and is aiming to bring together professionals across the financial, legal and charity sectors to enable better outcomes and secure financial futures for children with special needs and disabilities.Sign up for updates on training, events and more by clicking here.The podcast will cover a variety of topics and is aimed at professionals who want to better understand their clients who are families with children with special needs and disabilities. We want to help ensure these clients receive...
2025-04-2302 min