In this episode of Just Covered, we meet Georgia Perkins, Marketing Development Manager here at L&G and our new co-host!

Last year Georgia took the gong for Woman of the Year – Intermediary Support at the 2025 COVER Women in Protection and Health Awards, so we’re in great company. She talks to Wayne about getting started in her financial services career in protection before moving into underwriting and finally, sales. With her formal education being in Literature, she talks about how this passion for storytelling underpins her work with financial advisers.

Wayne and Georgia’s inaugural chat explores Georgia’s role in growing the market and looking for innovative ways to help advisers get the best outcomes for their clients. They discuss the two key themes for the Marketing Development Team in 2026 – legacy and income – and how her team is planning to upskill and equip advisers to meet upcoming market changes through these lenses.

This episode also covers:

• The importance of building trust and relationships to encourage clients to share their life story.
• The work L&G is doing to give advisers the confidence to walk clients through a holistic financial plan across disciplines.
• The actionable content advisers can look forward to this year in the brand new on-demand Adviser Academy.

Adviser Academy | Stream earlier episodes on your platform of choice | Just Covered

In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experience of the scheme, how it’s benefitted Dave’s organisation, Alex’s progression – and why the industry could use their example to resolve some of its not-so-distant challenges…

This episode also covers:

· The impending succession crisis in financial advice and how apprenticeship schemes can attract more young people into the industry.

· The structure of Alex’s Skills Edge apprenticeship, how apprentices are trained, and the funding options available.

· The importance of soft skills, alongside more formal financial education, and how firms can disseminate this knowledge to future generations of advisers.

In this episode of Just Covered, we meet Rachel Eason-Whale, Head of Impact and Inclusion, and Amy Potter, Senior Advice Manager, at L&C Mortgages. Both of them have spent a large part of their recent lives focusing intently on how to make the financial industry more representative, inclusive, and supportive. We discuss their career progression, including formative experiences, personal hurdles, and confidence building. And, how they’ve used these lessons to start their Journey to Management initiative that aims to encourage a wider range of employees into leadership roles. It’s a refreshing vision for the future of financial services, so be sure to listen…

This episode also covers:

• The impact of their initiatives on employee retention, innovation, and industry collaboration, as well as the pathway for continuous improvement and inclusive practices.
• How to recognise and cultivate leadership skills in the workforce, and how to value both extroverted and introverted employees.
• Building diversity and inclusion best practices right from day one and maintaining it across everyday business operations.