The Money Marketing Podcast

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The latest news, views and expert analysis as Money Marketing editor Justin Cash is joined by leading industry guests.

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    • Jun 4, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 21m AVG DURATION
    • 409 EPISODES


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    Latest episodes from The Money Marketing Podcast

    In Conversation With... Bryn Williams: The “Un-Retiree” Adviser Redefining Second Career

    Play Episode Listen Later Jun 4, 2025 19:10


    In this episode of In Conversation With..., Kimberley Dondo speaks with Bryn Williams, a self-proclaimed “un-retiree” who re-entered the world of financial advice after a successful first career. Bryn shares how the Verve Foundation's Adviser Incubator reignited his confidence, how his experience with science and tech clients informs his current approach, and why life's big transitions have made him a more empathetic adviser. He also explores how the industry can better support experienced professionals making a comeback — and offers heartfelt advice for those considering their own second act in financial services.

    Protection and Pensions Series: How Regulatory Shifts Are Creating Advice Opportunities

    Play Episode Listen Later Jun 2, 2025 41:14


    Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA's AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.   Discover more tools, research, and resources to support your Consumer Duty journey from Royal London today! Listen to the previous episodes in the series here.

    In Conversation With... Frederika Clay: From Adviser to Entrepreneur

    Play Episode Listen Later May 28, 2025 27:06


    In this episode of In Conversation With..., Kimberley Dondo speaks with Frederika Clay, Chartered Financial Planner at F & O Wealth, about her journey from working in financial services to launching her own firm. Frederika shares what drew her to The Verve Foundation's Adviser Incubator, how its mentoring and community support helped her grow, and the pivotal moment she knew entrepreneurship was right for her. She also reflects on the challenges she's faced, lessons learned, and her aspirations for the future of her business—and the financial advice industry as a whole.  

    In Conversation With... Alexander Thomas: When Financial Advice Meets Content Creation

    Play Episode Listen Later May 21, 2025 36:02


    In this episode of In Conversation With..., Kimberley Dondo speaks with Alexander Thomas — Financial Adviser, content creator, landlord, and start-up investor — about his journey from cold calling to carving out a unique voice in financial education. He shares what it was like finding his feet in the industry, how he juggles multiple roles, and why he believes more advisers should embrace social media. From debunking financial myths to tackling trolls and algorithms, Alex opens up about the power and pitfalls of building an online presence — and his vision for the future of financial advice in the UK.

    Weekend Essay: How my two-year-old is breaking the bank (and my willpower)

    Play Episode Listen Later May 16, 2025 5:11


    In this week's Weekend Essay, Tom Browne reflects on the financial and emotional toll of parenthood — from overspending at toy shops to chaotic family holidays. With another child on the way and a toddler already stretching his willpower (and wallet), Tom asks: are the sacrifices we make now really worth it in the long run?

    In Conversation With... Chris Lewis on the Past, Present and Future of VCTs

    Play Episode Listen Later May 14, 2025 29:21


    As VCTs mark their 30th anniversary, Chris Lewis reflects on the sector's evolution, the critical role it has played in backing UK startups, and how recent policy changes—like the extension of the sunset clause—are shaping its future. He joins Kimberley Dondo to explore how investor sentiment is shifting, what the Autumn Budget could mean for 2025, and what advisers and investors should consider in today's economic landscape.

    In Conversation With... Symon Stickney: Making Sense of the MPS Maze

    Play Episode Listen Later May 7, 2025 11:46


    In this episode, Kimberley Dondo speaks with Symon Stickney, CEO of Collidr, to explore whether the UK's Model Portfolio Service market is truly on the “edge of chaos”—or simply undergoing necessary evolution. They unpack the flood of options facing advisers, the myth of “too much choice,” and what really matters when selecting an investment partner. Symon shares his take on hidden portfolio risks, the role of tech (without the hype), and why service—not just performance—is the ultimate differentiator. Is the current disruption just noise—or the new normal? Tune in to find out how Collidr aims to help advisers not just survive, but thrive.

    In Conversation With... Simon Harvey: Building a Cross-Border Financial Advice Powerhouse

    Play Episode Listen Later Apr 30, 2025 28:04


    In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally. What are the most common pitfalls in UK-Australia financial planning?

    In Conversation With... Charles Jillings on Emerging Market Trends and Investment Strategies for 2025

    Play Episode Listen Later Apr 23, 2025 25:32


    In this episode of In Conversation With..., Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM's portfolio is positioned for long-term growth. He also discusses strategies for managing risks amidst geopolitical uncertainties and how UEM plans to continue its strong performance and dividend history in a volatile market.

    In Conversation With... Andrew Tully: Navigating Inheritance Tax Changes in 2025

    Play Episode Listen Later Apr 16, 2025 21:16


    In this episode of In Conversation With..., host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what's ahead in 2025. Whether you're looking to refine your IHT advice or get ahead of policy shifts, this episode is not to be missed.

    Protection and Pensions Series: Navigating NI Hikes, Pension Changes and What Advisers Need to Know

    Play Episode Listen Later Apr 14, 2025 19:22


    In this episode of the Money Marketing Podcast: Protection and Pensions series in association with Royal London, Kimberley Dondo is joined by Justin Corliss and Fiona Hanrahan from Royal London's technical team. They unpack the far-reaching implications of the April 2025 changes to employer national insurance, explore how salary exchange could ease the burden, and clarify key updates around the abolition of the lifetime allowance and upcoming IHT changes for pensions. Whether you're an adviser looking to help clients stay ahead of tax and regulatory changes or wanting to sharpen your understanding of pension death benefits and IHT planning, this episode is packed with timely insights and actionable takeaways.  

    In Conversation With... Bryn Jones: A Fixed Income Outlook Rooted in Experience and Environmental Insight

    Play Episode Listen Later Apr 9, 2025 20:44


    In this episode of In Conversation With..., host Kimberley Dondo sits down with Bryn Jones, Head of Fixed Income at Rathbones, to unpack the 2025 fixed income landscape. With two decades at the helm, Bryn reflects on market evolution, shares how his geography background and "Anthropocene" approach inform his strategy, and explores the growing role of sustainable bonds. Tune in as he offers timely advice for advisers navigating volatility, biodiversity risk, and client impact goals.  

    In Conversation With... Mark Sanderson: Supporting Clients Through Bereavement

    Play Episode Listen Later Apr 2, 2025 20:47


    In this episode of In Conversation With..., host Kimberley Dondo speaks with Mark Sanderson, Managing Director at Morningstar Wealth, about the vital role financial advisers play in supporting bereaved clients. From balancing empathy with professionalism to simplifying probate and ensuring FCA compliance, Mark shares insights on navigating these sensitive conversations.

    Weekend Essay: On the hunt for long-lost assets

    Play Episode Listen Later Mar 28, 2025 6:07


    This week's Weekend Essay explores the complex world of asset tracing with Finders International. Editor Tom Browne speaks to CEO Simonne Llewellyn and international assets service manager Louise Levene about the challenges of locating unclaimed wealth, cross-border probate issues, and the surprising assets that surface years after they were forgotten. Listen now: 

    Money Marketing Podcast: Statement or just Chat?

    Play Episode Listen Later Mar 26, 2025 25:23


    Welcome to the MM podcast: "Statement or just chat?". In this episode, editor Tom Browne and special guests Chris Jones (Dynamic Planner) and Jeremy Fawcett (Platforum) take a closer look at chancellor Rachel Reeves' Spring Statement, some of the economic forecasts and implications, what was or wasn't announced, and what financial advisers should be paying attention to.  

    In Conversation With... Miranda Seath: Shaping an Inclusive Future for UK Savers

    Play Episode Listen Later Mar 26, 2025 38:51


    In this episode of In Conversation With..., Kimberley Dondo sits down with Miranda Seath, Director of Market Insight and Fund Sectors at The Investment Association, to discuss the future of UK saving and investing. Miranda shares insights on the IA's inclusive strategy, the role of financial advisers in bridging gaps, and key investor trends for 2025.

    Weekend Essay: Frankie Dettori and his finances are a lesson to us all

    Play Episode Listen Later Mar 21, 2025 7:37


    In this Weekend Essay, Dan Cooper examines Frankie Dettori's bankruptcy and the crucial lessons it holds about trust, vulnerability, and financial advice. Even the most successful aren't immune to money troubles. Listen now:

    In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advice

    Play Episode Listen Later Mar 19, 2025 40:17


    In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advic The financial advice profession faces a talent gap, but initiatives like We Are Change are working to close it. In this episode, Tom Ham (Calton Group) and Hayley Rabbets (The Verve Foundation) discuss how their partnership breaks down barriers, nurtures new talent, and makes financial services more accessible. They share insights on creating a more diverse and innovative industry from technical training to real-world client skills. Listen now:  

    Weekend Essay: IWD stands for nothing unless certain attitudes change

    Play Episode Listen Later Mar 14, 2025 7:32


    In this Weekend Essay, Dan Cooper examines why International Women's Day risks becoming an empty gesture unless attitudes towards harassment and discrimination in financial services truly change. Progress has been made, but there is still much to do. Listen now:

    In Conversation With... Mark Devlin: Navigating Tax Year-End Strategies

    Play Episode Listen Later Mar 12, 2025 21:22


    With tax year-end fast approaching, what key planning opportunities should advisers focus on? In this episode of In Conversation With..., host Kimberley Dondo is joined by Mark Devlin, Senior Technical Manager at M&G Wealth, to explore the latest tax and pension changes from the Autumn Budget, the growing role of insurance bonds, and the top strategies advisers should consider before the deadline.  

    In Conversation With… Yasmina Siadatan: Technology's Impact on the Gender Investment Gap

    Play Episode Listen Later Mar 5, 2025 37:55


    Ahead of International Women's Day, Kimberley Dondo speaks with Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner, about the role of technology in financial planning for women. They explore how digital tools are bridging the gender investment gap, enhancing the adviser-client relationship, and helping firms create a more inclusive approach to wealth management. From mobile apps to psychometric risk profiling, they discuss how fintech is shaping a more personalised investment experience for female clients and advisers.

    Weekend Essay: Maybe a financial coach can help change my money mindset

    Play Episode Listen Later Feb 28, 2025 6:26


    In this Weekend Essay, Lois Vallely opens up about her ongoing struggle with debt and the challenges of changing long-standing financial habits. After realising that past attempts to improve her money mindset haven't stuck, she considers whether a financial coach could provide the guidance and accountability she needs. Could this be the key to lasting change? Listen now:

    In Conversation With... Dan Boardman-Weston: Investing Beyond the AI Hype and Market Shifts

    Play Episode Listen Later Feb 25, 2025 29:11


    In this episode, Kimberley Dondo speaks with Dan Boardman-Weston, CEO of BRI Wealth Management, about the AI investment frenzy, the UK's economic challenges, and where investors can find stability. They also discuss portfolio strategies amid high interest rates, the impact of Trump's second term on UK investors, and whether UK equities are undervalued or facing deeper issues. Listen now:

    Weekend Essay: Why I'm torn over the right for cancer survivors to be forgotten

    Play Episode Listen Later Feb 21, 2025 7:22


    In this thought-provoking Weekend Essay, Amanda explores the complexities of the ‘right to be forgotten' for cancer survivors applying for insurance. Should cancer survivors disclose past diagnoses, or should they be allowed to move forward without repercussions? Join Amanda as she reflects on the emotional and ethical challenges in balancing fairness and risk in the financial services industry.

    In Conversation With… Andy O'Regan: The Future of CDC Pensions

    Play Episode Listen Later Feb 18, 2025 23:14


    In this episode of In Conversation With…, host Kimberley Dondo is joined by Andy O'Regan, Chief Client Strategy Officer at TPT Retirement Solutions, to break down Collective Defined Contribution (CDC) pensions. They explore how CDCs compare to traditional schemes, their advantages and challenges, and what advisers need to know about the evolving regulatory landscape. Could CDCs reshape the future of retirement planning?

    Weekend Essay: Love is in the air, not in the wallet

    Play Episode Listen Later Feb 14, 2025 5:37


    Love may be priceless, but Valentine's Day isn't! In this Weekend Essay, Tom Browne explores the financial side of romance—why big spending doesn't equal big love and how thoughtful gestures can mean more than a lavish gift. Is love really in the air, or just in the budget?  

    In Conversation With... Anick Sharma on Transparent Fees & Evidence-Based Financial Advice

    Play Episode Listen Later Feb 11, 2025 24:03


    In this episode of In Conversation With..., Kimberley Dondo speaks with Anick Sharma, Certified Financial Planner and Director at Videre. Anick shares his journey into financial advice, what makes Videre's approach unique, and how the Verve Foundation's Adviser Incubator has shaped his path. They discuss the importance of transparent fees, evidence-based solutions, and how financial planning should be about more than just selling products—it's about helping clients live their best lives.

    Weekend Essay: Financial advisers should reassess their stance on crypto

    Play Episode Listen Later Feb 7, 2025 6:14


    In this Weekend Essay, Momodou Musa Touray urges financial advisers to reconsider their stance on cryptocurrency. With crypto going mainstream, more people are investing and the FCA is developing regulations for the market. While crypto remains a high-risk asset, it also offers significant growth potential. Momodou explores the rise of crypto, the global regulatory shifts, and how advisers can prepare for a new generation of clients and navigate the complexities of crypto investments. Should advisers continue to dismiss crypto, or is it time to take a closer look?

    In Conversation With Will Fraser-Allen: How to Capitalise on VCTs in 2025

    Play Episode Listen Later Feb 5, 2025 32:15


    In the latest In Conversation With episode, Kimberley Dondo sits down with Will Fraser-Allen, Managing Partner of Albion Capital, to explore the evolving world of venture capital trusts (VCTs). From his journey in the VC sector to the key trends shaping the 2025 market outlook, Will shares invaluable insights on macroeconomic influences, fundraising challenges, and compelling opportunities for advisers. Whether you're navigating portfolio diversification or preparing for industry shifts, this conversation is packed with actionable advice and forward-thinking strategies. Listen now:  

    MM Talks: 2025 Financial Trends, Challenges, and Adviser Insights

    Play Episode Listen Later Feb 3, 2025 46:08


    Welcome to the first MM Talks episode of 2025! Join Kimberley Dondo, Lois Vallely, and Dan Cooper as they dive into the financial trends and surprises shaping the new year. From the most defining moments for advisers to the curveballs of 2024 and how they'll impact the year ahead, this episode is packed with insights. Plus, discover the news stories advisers can't afford to miss.

    Weekend Essay: Should Wall Street be worried about DeepSeek?

    Play Episode Listen Later Jan 31, 2025 7:55


    The arrival of Chinese AI start-up DeepSeek has shaken the markets, raising questions about the dominance of Big Tech and the sustainability of AI investment. With NVIDIA suffering the largest single-day market loss in history, is this a turning point for the industry or just short-term volatility? In this Weekend Essay, Dan Cooper explores the implications for investors and what lies ahead for AI-driven markets.

    In Conversation With Sam Grice: Bringing Death to Life and Redefining Legacy Planning

    Play Episode Listen Later Jan 29, 2025 20:56


    In this episode of In Conversation With..., Kimberley Dondo is joined by Sam Grice, Founder & CEO of Octopus Legacy. They discuss the story behind the founding of Octopus Legacy, how personal experiences shaped its vision, and the importance of addressing death and legacy planning for individuals and families. Sam explains the platform's role in supporting the bereavement process, common misconceptions about planning for death, and the concept of "bringing death to life" in financial planning. The conversation also explores practical steps for advisers, how Octopus Legacy differentiates itself in the market, and the role of financial advisers in facilitating legacy discussions. Listen now:  

    Weekend Essay: How to invest like Warren Buffett

    Play Episode Listen Later Jan 24, 2025 8:12


    Warren Buffett's journey from a paperboy to one of the most celebrated investors of all time is nothing short of extraordinary. In this Weekend Essay, Chief Reporter Lois Vallely takes us through the principles that define the “Oracle of Omaha's” success, including his focus on proven businesses, strong management, and disciplined, long-term investing strategies. Listen now: 

    oracle omaha warren buffett essay invest like warren buffett
    In Conversation With... Sarah Coles, head of cyber and resilience, Parmenion

    Play Episode Listen Later Jan 22, 2025 24:53


    In this episode of In Conversation With, host Lois Vallely sits down with Sarah Coles, head of cyber and resilience at Parmenion, to explore the growing landscape of cybersecurity threats and practical defences. Coles draws on over a decade of experience to talk about the alarming rise in cyberattacks targeting businesses of all sizes, fuelled by automated bots and evolving tactics like phishing, malicious websites, and ransomware. She urges advice business owners to implement layered security measures, such as multi-factor authentication, strong password practices with password managers, and regular system updates. The conversation also examines the challenges posed by emerging technologies like AI, which enable sophisticated scams, including deepfakes.

    Weekend Essay: Could we really change the world?

    Play Episode Listen Later Jan 17, 2025 7:15


    In this week's Weekend Essay episode, Amanda Newman Smith reflects on hope, generosity, and George Kinder's vision for trustworthy institutions. Can we rise above self-interest to create lasting change? Listen now:

    In Conversation With... Madeleine Debney: AI as an Adviser's Co-Pilot

    Play Episode Listen Later Jan 15, 2025 29:44


    In this episode, Kim Dondo chats with Madeleine Debney, Co-Founder of Otto, about her shift from asset management to developing an AI-powered platform for wealth managers. They discuss how Otto supports advisers by streamlining workflows, automating tasks like fact finds and suitability reports, and enhancing client relationships. Madeleine also shares insights into Otto's evolution, its approach to compliance, and her vision for the role of AI in financial services.

    In Conversation With… Vanguard Experts on Cognitive Decline and Client Wealth

    Play Episode Listen Later Jan 8, 2025 51:26


    In this episode of In Conversation With..., Kimberley Dondo speaks with Vanguard's Sebastian Lewis and Anna Madamba about a critical but often overlooked topic: cognitive decline in clients. Together, they explore how financial advisers can recognise early signs, address the risks of wealth loss, and navigate sensitive conversations with clients and their families. They also share practical steps for preparation, insights into generational perspectives, and ways to safeguard vulnerable individuals from financial exploitation. This thought-provoking discussion highlights the evolving role of advisers in supporting clients through one of life's most challenging transitions.

    End of Year Podcast 2024

    Play Episode Listen Later Dec 27, 2024 53:43


    As 2024 wraps up, the Money Marketing editorial team reflects on the year's biggest stories, key trends, and the lessons that will shape the industry in 2025. Don't miss this insightful and engaging roundup—listen now:  

    In Conversation With... Rohit Vaish & Amal Jolly: Revolutionising Wealth Management with Saturn AI

    Play Episode Listen Later Dec 18, 2024 25:35


    In this episode of In Conversation With..., Kimberley Dondo, Digital Content Manager, is joined by Rohit Vaish, President & Co-founder, and Amal Jolly, CEO of Saturn AI. They explore how Saturn AI is transforming wealth management by streamlining operations, enhancing compliance, and maximising underutilised data. Discover how this cutting-edge platform automates processes, simplifies back-office systems, and delivers a “single source of truth” for financial advisers. Rohit and Amal also share insights into AI advancements, data security, and Saturn's forward-looking vision for the industry.

    Weekend Essay: The spiralling cost of Christmas is getting ridiculous

    Play Episode Listen Later Dec 13, 2024 6:28


    In this Weekend Essay, our chief reporter, Lois Vallely, explores how the pressure to spend big during the festive season has reached staggering new heights. From rising stamp prices to the soaring cost of Christmas dinner, she asks: have we lost sight of what really matters? Listen now:

    In Conversation With… Industry Leaders on the Impact of Consumer Duty

    Play Episode Listen Later Dec 11, 2024 39:34


    In this episode of ‘In Conversation With…', editor Tom Browne discusses the implications of the Consumer Duty with Vanessa Riboloni of the Chartered Insurance Institute (CII), Natalie Holt of The Lang Cat, Tracy Vegro of the Chartered Institute for Securities & Investment (CISI) and Keith Richards of the Consumer Duty Alliance.   Among the topics explored are industry reactions, shifts in culture, client expectations, fair value, unintended consequences and what might happen in the future.

    Weekend Essay: No one wants to go back to the days before flexible working

    Play Episode Listen Later Dec 6, 2024 6:05


    In this week's Weekend Essay, Momodou Musa Touray reflects on the lasting changes flexible working has brought since the pandemic. With hybrid work now a key factor in job selection and campaigns for shorter working days gaining momentum, the shift towards better work-life balance is undeniable. But are we ready to fully embrace this new world of work? Tune in to hear insights on how flexible working is revolutionising the workplace and why it's here to stay.

    In Conversation With… Kate Rainbow: Navigating Consumer Duty Compliance

    Play Episode Listen Later Dec 4, 2024 26:52


    In this episode of In Conversation With…, Kimberley Dondo speaks with Kate Rainbow, Head of Key Accounts at Hymans Robertson Investment Services. They discuss how Consumer Duty is reshaping the advice industry, from the rise of outsourcing to ensure sustainable income to understanding the manufacturer versus distributor distinction. Kate also explains the importance of scenario testing, evidencing value for money, and ongoing compliance strategies. Listen now to discover how firms can adapt and thrive under the new regulations.

    Weekend Essay: Looking past assumptions during Disability History Month

    Play Episode Listen Later Nov 29, 2024 7:11


    In this week's Weekend Essay, Amanda Newman Smith reflects on Disability History Month, exploring assumptions about people and how these can shape perspectives. From her personal anecdotes to insights from the ITV show Unfiltered Women, Amanda highlights the importance of listening to diverse voices. What can we learn by looking past first impressions? Tune in to this thought-provoking episode for a deeper understanding of empathy, resilience, and inclusion.  

    In Conversation With... Matt Evans: Sustainable Opportunities in UK Equities

    Play Episode Listen Later Nov 27, 2024 18:18


    Join host Kimberley Dondo on In Conversation With... as she interviews Matt Evans, Portfolio Manager for Ninety One's UK Sustainable Equity Fund. They discuss the compelling case for UK equities, market trends, the evolving IPO landscape, and how sustainability drives value. Learn how the GB ISA could reshape investment and why top holdings like AstraZeneca and Unilever are central to the fund's strategy. Tune in now:  

    Weekend Essay: Is ‘sorry' really the hardest word?

    Play Episode Listen Later Nov 22, 2024 6:11


    In this Weekend Essay, Tom Browne reflects on the art of apologising in financial services, spotlighting recent cases from Aegon UK and the PFS. He examines why some apologies resonate while others fall flat, the fine line between sincerity and damage control, and why saying sorry can be a powerful act of strength. Listen now:  

    In Conversation With Roderic Rennison: Navigating Post-Budget Deals in Financial Advice

    Play Episode Listen Later Nov 20, 2024 17:04


    In this podcast, editor Tom Browne is joined by Roderic Rennison, founder and partner of Catalyst Partners and Money Marketing columnist, to discuss buying, selling and consolidation post-Budget in the financial advice space. Among the topics discussed are changes to business asset disposal relief (BADR), the attractiveness of the UK to private equity (PE) firms, and why “the tax tail should not wag the deal dog”.

    Weekend Essay: We need to have those difficult conversations about death

    Play Episode Listen Later Nov 15, 2024 7:45


    In this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death. From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now: 

    In Conversation With... Catriona McInally: Navigating Market Volatility and Prioritising Long-Term Investment Strategies

    Play Episode Listen Later Nov 13, 2024 41:03


    Kimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape. Tune in for valuable insights on empowering clients to achieve their long-term financial goals.

    Weekend Essay: What lessons should the media learn from the US election and the UK Budget?

    Play Episode Listen Later Nov 8, 2024 7:19


    In this week's Weekend Essay, Tom Browne reflects on what lessons the media can learn from the US election results and the UK Budget. From over-sensationalising political outcomes to the dangers of guessing in the absence of solid policies, Tom discusses how a more informed, sober approach is needed in today's media landscape. Should the media focus less on polarisation and more on understanding voter behaviour? Tune in to find out.  

    Pensions and Protection Podcast: Why Income Protection Matters for Clients

    Play Episode Listen Later Nov 6, 2024 14:23


    Join Digital Content Manager Kimberley Dondo as she speaks with Shelley Read, Senior Protection Technical Manager at Royal London, on everything income protection (IP). Shelley answers key questions: What exactly is IP? Why is it critical for financial resilience? And how can advisers ensure clients are properly covered? From navigating underwriting to understanding client needs, this episode covers practical guidance for advisers on IP and reducing the risk of unpaid claims. In association with Royal London, tune in to explore how IP can safeguard lifestyles against income loss. And if you'd like any further resources or support to help grow your business and deliver value for your clients, visit: adviser.royallondon.com/PeoplePowered

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