The Money Marketing Podcast: Recent Episodes
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The latest news, views and expert analysis as editor Katey Pigden and the Money Marketing team speak to leading guests about the industry’s hot topics.
Retirement risks do not exist in isolation; market volatility, legislative changes, and behavioural blockers compound one another over a 30-year retirement, with longevity acting as the ultimate wildcard multiplier. In this final episode of the series, Kimberley Dondo talks to Andy Fear from M&G to discuss the dangerous cost of adviser inaction and out-of-date planning assumptions. Discover how to build an evolving, joined-up retirement structure that values flexibility over rigid forecasting to secure optimal client outcomes.
Listeners will learn why inaction has a hidden cost, how longevity amplifies other risks, and how advisors can act as coaches to keep plans adaptable and aligned to real client needs.
In this episode of MM Talks, Kimberley Dondo, Tom Browne, and Dan Cooper are joined by Rory McLaren, Chief Technology Officer at Dynamic Planner, to explore the rapid evolution of artificial intelligence in financial services.
They discuss practical uses like hyper-personalised reviews, the importance of prompts and clean data, governance and evaluation standards, regulatory concerns, and the need to keep humans in the loop to maintain expertise and avoid unintended risks.
After decades of focusing entirely on accumulation, moving into the decumulation phase triggers major psychological friction for retirees. Kimberley Dondo talks to Ed Green, Investment Specialist at M&G, to explore why clients default to extreme caution and rigid mental accounting. Learn how market volatility distorts rational spending plans and discover how the adviser’s role must evolve from running mathematical cash-flow models to coaching clients to enjoy their wealth intentionally.
Retirement Evolution Series
This episode explains how recent legislative changes have brought pensions into the inheritance tax (IHT) spotlight and why estate planning must be treated as active financial decisions made during life rather than a morbid conversation about death.
Les Cameron and Kimberley Dondo cover immediate red flags for advisers, core IHT planning options (spend, insure, reliefs, gifting and trusts), practical steps for pension-driven liabilities, and the risks of delaying planning—emphasising early action, control, and tailored solutions.
Relying on a single standalone multi-asset fund during decumulation exposes clients to a dangerous trio of headwinds: sequencing risk, longevity risk, and behavioural panic.
In this episode, Kimberley Dondo talks to Andy Fear, Investment Business Development Manager at M&G, to explain why structural portfolio design must evolve.
Learn how partitioning client wealth by purpose and combining drawdown, guaranteed income, and smoothed structures like PruFund can mitigate real-world risks and manage client anxiety during market dips.
M&G PruFund now live on Scottish Widows Platform
In this series opener, Amy Kibblewhite of M&G and Kimberley Dondo discuss how markets have shifted from a low-rate, low-volatility era to one defined by sticky inflation, higher interest rates, geopolitical risks and AI-driven concentration in equities. They explain why traditional 60/40 portfolios are under stress as equities and bonds increasingly move together.
The conversation covers practical steps for advisors and investors: looking beyond public markets to private equity, infrastructure, real estate and private credit, understanding the true drivers of returns, avoiding hidden concentration risks, and building portfolios designed to navigate multiple future scenarios.
Kimberley Dondo explores the core findings of CIExpert’s Critical Thinking 2026 report, sponsored by Royal London. Joined by Gregor Sked (Royal London) and Paul Roberts (CIExpert), this episode tackles the realities of the advice gap, whether traditional income protection fits non-linear modern careers, and how to successfully navigate cover for self-employed clients with variable incomes.
Access the full findings here: https://ciexpert.uk/ct26-registration-royal-london
Money Talks Podcast
Kimberly Dondo speaks with Emma Boardwell, founder of Emotional Finance, and Tom Brown about Emma’s move from psychotherapy into financial advice and her mission to bring emotional literacy into the industry.
They discuss the emotional labour advisers carry, the need for clearer boundaries, how vulnerability should be handled, and why relational skills should be embedded in advisor training as technology automates technical tasks.
In this episode, Kimberley Dondo is joined by Ilana Miller from Royal London about centralised retirement propositions (CRPs): what they are, why firms are adopting them, and how Royal London published a fully worked, editable example to help firms create consistent, client-centred retirement frameworks.
The conversation highlights behavioural research showing fear and false confidence shape retirement choices, explains why CRPs should treat retirement as a journey (not a single decision), and offers practical steps firms can take to align principles, client needs, income strategies and ongoing support.
Hayley Rabbets joins MM Talks to introduce Evergreen, a Calton-backed initiative designed to support the full lifecycle of financial planners, from training and early careers through business growth and succession planning.
She discusses practical steps to close the advice gap, the role of coaching and education alongside technology, and the need for diverse, structured career pathways and community support across the profession.
In this episode, Shelley Read of Royal London explores the rising problem of economic and financial abuse — how partners or carers use money, benefits, property and debt to control victims.
She outlines differences between financial and economic abuse, highlights high-risk groups and common red flags, and offers practical advice for advisors, friends and family on spotting signs, supporting victims and signposting help.
Cathi Harrison, CEO of Verve and the Verve Foundation, explains how the foundation evolved since 2021 to attract and train new talent for the finance sector. She discusses program redesigns, a new recruitment platform, and bootcamps to help advisers launch independent firms.
The episode covers key challenges like competent adviser status, industry bottlenecks, the role of independent academies, and the impact of AI on training and job roles. Cathi also shares her personal journey as an entrepreneur and how she balances leadership with family life.
In this episode, Andy Brown and Mark Baldwin explain how product design—especially smooth funds—acts as behavioral insurance to help investors avoid knee-jerk reactions to political and market volatility, bridge the gap between annuities and drawdown, and keep retirement plans on track.
They discuss diversification, creating constructive friction, the advisor’s role in changing the conversation with nervous clients, and how smoothing strategies can reduce anxiety while preserving growth potential.
The advice gap remains a significant challenge for the UK financial sector, with 90% of people currently making major financial decisions unsupported. The advice gap remains a significant challenge for the UK financial sector, with 90% of people currently making major financial decisions unsupported.
In this episode of The Advice Shift, Mark Baldwin and Andy Brown from Phoenix Group discuss why the industry's obsession with complex mathematical formulas often creates a barrier to trust. We tackle the "Great Compromise"—the fundamental tension between the desire to save for the future and the immediate need to feel good today.
By examining AKG research on the rising cost of living, we discuss how advisers can keep clients focused on long-term objectives during times of financial stress. Learn why making retirement feel less distant and more human is the key to closing the advice gap and building lasting client relationships.
In this episode, Mark Baldwin from Standard Life discusses NextWealth research showing that technical skill alone isn’t enough—advisers must understand clients’ emotions and behaviours to create financial plans people will actually follow.
Topics include the iceberg analogy, retirement choices since pension freedoms, and practical, small steps advisers can take to ask better questions, build emotional connection, and combine modelling with coaching.
The Advice Shift Podcast
In this episode of Money Talks, Kimberly Dondo is joined by Fiona Hanrahan and Justin Corliss from Royal London to explain the impact of frozen tax bands through April 2031 and the rising problem of fiscal drag.
They walk through adjusted net income, the high‑income child benefit charge, practical pension strategies (including third‑party contributions and salary exchange), and a clear case study showing how pension payments can reduce tax and protect family benefits.
Kimberley Dondo, Tom Browne and Dan Cooper discuss a busy start to 2026, focusing on the shortage of women in financial advice, where fewer than one in five advisers are female, the perception problem that deters candidates, and the need for better visibility, mentoring and events like the Women’s Symposium.
They cover recent major deals — NatWest’s purchase of Evelyn Partners and Schroders’ takeover — and explore what consolidation means for banks, advisers and targeted support as the wealth-management landscape shifts.
They also air frustrations with archaic practices like wet signatures, the disconnect between systems, and debate AI hype, ethics and regulation, while previewing upcoming coverage around International Women’s Day and sector events.
In this episode, Kimberley Dondo sits down with Fiona Hanrahan and Justin Corliss from Royal London to tackle one of the most frequent technical queries as the tax year-end approaches: carry forward.
With the annual allowance now at £60,000, Justin and Fiona explain why carry forward remains a vital tool for clients, despite the recent increase. They dive into the complexities of calculating unused allowances from the previous three tax years, the crucial differences between individual and employer contributions, and the "gotchas" involving the Money Purchase Annual Allowance (MPAA) and the tapered annual allowance.
Listen to the full series here.
Whether you are looking to maximise contributions for company directors or ensuring a client doesn't inadvertently trigger a tax charge, this conversation provides a practical roadmap for getting the calculations right.
Adviser Resources
To help with your year-end cases, visit Royal London for a range of technical support tools.
MMTalks launches 2026 with the Money Marketing team discussing the risks of advisors building in-house platforms, geopolitical shocks from Trump and their muted market impact, the rise (and possible burst) of the AI bubble, and whether virtual work experience helps or hinders new talent entering financial services.
They also cover sector trends to watch this year — pensions, regulation, tokenisation and semiconductors — and share personal resolutions and predictions for the year ahead.
Kimberley Dondo and Dan Cooper wrap up 2025 with a deep dive into the year’s knottiest topics. From the "fatigue" surrounding the advice/guidance boundary to the confusing world of crypto regulation, the team asks: is the industry ready for what comes next?
They also tackle the big macro questions: Is the Triple Lock unsustainable? Is Trump worse for markets than Truss? And will we really see a "crypto adviser" in 2026? Tune in for the analysis, the debates, and the predictions.
How do you convince a client to consolidate their "shoebox" of old pensions when 59% are happy to just "leave it"? In this episode of The Money Marketing Podcast, in association with Royal London, we look at the actionable takeaways for advisers from the Workplace Pensions Report 2025.
Clare Moffat (Royal London) breaks down the barriers stopping clients from picking up the phone. We discuss the upcoming changes to salary sacrifice (and the new £2,000 NI cap), the confusion surrounding the "megafunds" proposals, and how to use the Retirement Living Standards to reset unrealistic income targets.
We discuss:
- The "I'll do it later" problem: Strategies to move clients from inertia to action.
- Anchoring Expectations: Combating the "£58k income" myth.
- The Power of Advice: Data showing how advised clients are more likely to switch funds and boost contributions.
- Future Proofing: What the Pension Schemes Bill means for your clients.
Read the full report: To see the full breakdown of consumer trends and stats, download the Royal London Workplace Pensions Report 2025 here.
In this special reaction episode of MM Talks, we tear up the script following the unprecedented early leak of the OBR report and the Chancellor's subsequent speech.
Join Kimberley Dondo as she sits down with the Money Marketing editorial team, Tom Browne and Dan Cooper, alongside special guest Chris Jones, Financial Services Director at Dynamic Planner, to dissect a day of high drama and hard numbers.
The team discusses how the "accidental" leak set the stage for a gloomier economic reality and debates whether the Chancellor's "growth" narrative survived the downgrade to 1.5%. Most importantly, we dig into the technical details that will hit your clients' plans tomorrow morning.
Listen now:
What's the real mood of UK advisers? The Money Marketing team reports back from MMI London.
Join Tom Browne, Dan Cooper, and Kimberley Dondo as they also tackle the AI 'minefield', discussing how to innovate without alarming clients. Finally, they run through the biggest fears and speculation surrounding the upcoming Budget.
Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms?
Recorded live from our Money Marketing Interactive London 2025 conference, this expert panel moves beyond the hype to discuss the real-world impact of artificial intelligence. Listen as industry leaders explore the practical opportunities and challenges of integrating AI, from boosting efficiency with automation to enhancing the client experience.
Our panel, moderated by Richard Bradley of Platforum, features Helen Lovett (Foster Denovo), Madeleine Debney (Otto), Peter Ferguson (St. James's Place), and Rowan Whittington (Dynamic Planner). They offer practical advice on navigating the ethical and regulatory hurdles to stay competitive and help close the advice gap.
To explore this topic further, read our related Big Picture feature on AI here:
The Big Picture: When AI meets advice – innovation or compliance minefield?
In this episode, we tackle the monumental shifts in UK inheritance tax (IHT) rules. Joining us from Royal London's Technical Marketing Team is Justin Corliss, who breaks down the impact of the October 2024 budget announcement on pensions.
We'll discuss how unused pension pots and death benefits are set to be included in IHT calculations from April 2027, and what this means for your clients' financial plans. Justin clarifies the new payment process, the surprising exemption for death-in-service benefits, and provides a crucial checklist for financial advisers. Whether you're an expert or a newcomer to this topic, you'll gain valuable insights to navigate these changes and help your clients plan for their legacy.
This episode is brought to you in association with Royal London.
Pensions & Protection Podcast
In this month’s episode of MM Unpacked, we dive into the big topics of adviser life, generational wealth, and the changing face of the industry. Host Kimberley Dondo is joined by Editor Tom Browne and News Editor Dan Cooper to discuss what's on everyone's mind.
Tom shares his unique insights from interviewing advisers for his 'Big Picture' feature on the human side of the job, while Dan unpacks his provocative leader 'Will the last of the wealthy please turn off the lights?' and what it means for the profession. The team also discusses what Laura Purkess's feature on the great wealth transfer means for advisers and their clients. Plus, they look ahead to MMI London and what to expect from the podcast as Kimberley prepares for his paternal leave.
This week on MM Talks, we're joined by Rowan Whittington (Dynamic Planner) and Jim Islam (OneFamily), along with our own Tom Browne and Kimberley Dondo. We take a deep dive into the state of diversity and inclusion in the UK financial services sector.
Our panel discusses the industry's evolution on D&I, how it compares internationally, and the tangible business benefits of building a truly diverse team. They also share powerful personal stories of navigating unconscious bias and challenging the status quo, revealing what makes D&I efforts feel genuine.
But as initiatives have been a focus for some time, is 'D&I fatigue' setting in? And how are younger professionals changing the conversation? Listen now
Welcome to Episode 2 of MM Unpacked! Join Kimberley Dondo alongside Money Marketing's editorial team, Dan Cooper and Tom Browne, as they discuss the Government's controversial decision to push ahead with including unused pensions in Inheritance Tax and how the industry is reacting. They also cover the latest on financial scams, the rise of apprenticeships as a new route into advice, and the FCA's ongoing battle against toxic workplace cultures. Listen now:
When markets get rocky, how can financial advisers help their clients stay the course?
Join Kimberley Dondo and Ilana Miller, Investment Development Director at Royal London, as they discuss the art of guiding clients through market volatility. In this episode, they explore the importance of addressing the emotional side of investing, proactive strategies to build long-term resilience, and the value of multi-asset solutions and active management in challenging times.
Learn how to help your clients build confidence and remain focused on their financial future.
For more resources on investing and financial planning, visit the Royal London website.
Listen to the previous episodes in the series here.
Rick Gosling, Director at Five Wealth, joins MM Talks to discuss the rise of unregulated advice on social media, how advisers can stay relevant to Gen Z, and the potential and pitfalls of AI in financial planning. He also shares thoughts on intergenerational advice and building financial literacy across families.
Listen now:
In this episode of MM Unpacked, Kimberley Dondo, Dan Cooper, and Tom Browne unpack the FCA's targeted support, discuss the importance of work experience in attracting young talent to financial advice, and reveal Money Marketing's digital evolution.
In this episode, Kimberley Dondo speaks to William Marshall, Chief Investment Officer at Hymans Robertson Investment Services, about the investment lessons learned from the Covid-19 pandemic.
They explore how markets reacted during the initial shock of lockdown, the long-term trends accelerated by the crisis, and the role advisers played in guiding clients through turbulent times. William also shares insights on behavioural patterns, portfolio resilience, and what advisers should consider when preparing for future volatility.
For more episodes of our In Conversation With series, click here.
In this Weekend Essay, Amanda Newman Smith reveals why even those working in financial services can overlook the value of protection insurance — and what this means for how the industry communicates the importance of cover.
Listen now.
In this episode, Money Marketing editor Tom Browne sits down with industry veteran Roderic Rennison, founder of Catalyst Partners, to reflect on five decades in financial services.
From door-to-door life insurance in the 1970s to the digital age of advice, Rennison shares what’s changed, what hasn’t... and what he still hopes to see.
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.
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 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 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.
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?
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 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 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 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 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.
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 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 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.
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:
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 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.
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 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:
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:
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.
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.
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 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:
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 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?
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 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.
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 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:
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.
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 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:
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:
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.
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 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 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.
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 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.
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 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.
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 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.
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.
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:
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 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”.
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:
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.
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.
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
In this week's Weekend Essay, news editor Dan Cooper shares his incredible journey over the past year at Money Marketing. From breaking major news stories to navigating the fast-paced world of finance, Dan reflects on personal highlights, challenges, and lessons learned along the way. Discover his thoughts on the sector's future and the exciting opportunities ahead.
Tune in now:
Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by Ian Cook from Quilter Cheviot, Chris Jones from Dynamic Planner and Patrick Ingram from Parmenion.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.
In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals.
As we recognise Scams Awareness Week, it's time to examine how prepared we really are to protect ourselves. Are you doing enough to guard against these threats? Tune in to find out!
Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape.
In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in light of recent developments. We'll examine the impact of global trends on the UK market and explore strategies for mitigating risk in this uncertain environment.
This conversation offers valuable insights for financial advisors looking to:
- Understand the significance of global economic trends in the UK market.
- Develop strategies for navigating market volatility.
- Identify potential opportunities for UK investors.
- Prepare for key considerations in the second half of the year.
- Stay informed and adapt their strategies in a rapidly changing economic landscape.
Tune in to hear Jordan's expert insights and actionable takeaways to help you confidently guide your clients through these turbulent times.
Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:
In this episode of The Weekend Essay, Amanda Newman Smith discusses the challenge of balancing old clients while attracting new ones. She compares the marketing of The Cure’s new album with the financial advice industry, noting the importance of evolving without losing loyal customers. Amanda also highlights the difficulties young advisers face entering the field, as firms often hesitate to hire them due to their limited experience. She argues that supporting younger talent is crucial for the future of the profession and maintaining a healthy client base. Listen now:
In this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to modern financial advice. Learn how these partnerships can shape the future of financial education and inclusion.
In this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware of cyber risks and adopting proactive measures to ensure cybersecurity in both personal and professional settings. Listen now:
In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design. Tune in for essential insights on navigating the current market and regulatory landscape.
In this week's Weekend Essay, editor Tom Browne dives into one of our biggest fears: public speaking. From awkward job interviews to addressing packed rooms, Tom reflects on his journey from shyness to confidence, and how mastering public speaking can be a game-changer in both personal and professional life. Tune in now:
Join Kimberley Dondo in conversation with Jo Wall, Founder of Joyful Wealth, who shares her inspiring journey to becoming a successful entrepreneur with the help of the Verve Foundation's incubator program. Discover how Jo launched her own firm and how she believes financial advice and coaching can empower clients. Tune in now:
In this week’s Weekend Essay, Dan Cooper dives into the growing trend of football clubs partnering with high-risk CFD trading firms. Are clubs prioritising profit over fans? Should there be better regulation to protect supporters from risky financial products? Tune in as we explore the dark side of the beautiful game and its sponsorship deals.
Listen now!
In this In Conversation With... episode, Kimberley Dondo chats with Rory Albon, founder of Albon Financial Planning. Rory shares his journey to launch his firm and his approach to investment optimisation, retirement planning, and financial well-being. He offers insights into balancing saving and investing, managing tax efficiency, and safeguarding assets through tailored insurance solutions. Rory also discusses his vision for his firm's future and offers invaluable advice for fellow financial advisers looking to start their businesses. Tune in now:
In this Weekend Essay, Amanda Newman Smith shares a personal story highlighting the importance of excellent customer service, especially when dealing with vulnerable clients. She contrasts negative experiences with a paint company and a clock supplier against a positive resolution with NatWest bank when assisting her elderly mother. This episode underscores the significance of empathy, clear communication, and proactive problem-solving in building trust and loyalty.
Join Kimberley Dondo in conversation with Rachel Edwards, a Financial Planner who took the leap from a successful career to launch her own firm. Hear about Rachel's inspiring journey through The Verve Foundation's Adviser Incubator, the "aha" moments that solidified her entrepreneurial path, and the valuable lessons she learned along the way. Gain insights into the challenges and triumphs of building a business in the financial advice industry, and discover how Rachel's firm is uniquely positioned to address the pressing needs of today's clients. Listen now:
In this episode of In Conversation With… James Tucker, founder and CEO of Twenty7Tec, talks to host Lois Vallely about his journey in the mortgage and wealth tech space.
They discuss the challenges of scaling tech businesses and the evolving customer expectations, especially among younger generations, who demand seamless, technology-driven experiences.
Tucker believes that the industry’s disjointed tech landscape needs better integration to serve advisers and customers more effectively.
He also talks about the recent £16.5m investment from BGF, to help Twenty7tec expand its services and talent to drive future growth and acquisitions.
In this episode of the Money Marketing Awards podcast, Kimberley Dondo sits down with Sebastian Field, Associate Financial Planner at Attivo and winner of the Financial Adviser 2B category at the 2023 Money Marketing Awards.
Sebastian shares actionable tips for those starting out, from building essential skills to forging valuable industry connections. Whether you're a student, a career-changer, or simply curious about the field, this episode provides a wealth of insights to help you navigate your own path to success.
In this Weekend Essay, Lois Vallely explores her own financial red flags and how they might impact relationships. From keeping finances separate to the importance of financial transparency, Lois delves into how money habits can influence our personal lives. Discover the surprising results from Ford Money's survey and why discussing finances openly can be crucial for future stability. Tune in to hear more:
In this episode of In Conversation With… M&G Wealth Advice managing director Tom Hegarty and Money Marketing chief reporter Lois Vallely talk about the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today.
To address these challenges, Hegarty highlights several initiatives aimed at attracting new talent to the profession. He discusses the role of academies and apprenticeships, as well as initiatives like Future Financial Adviser and the New Talent Alliance, in providing training and development opportunities for aspiring financial advisers.
He also stresses the importance of maintaining professionalism and integrity within the sector to enhance its reputation and appeal to new entrants.
Join us for a special episode of the Money Marketing Podcast as we delve into the world of adviser development with Gee Footit, Senior Manager - Partnerships at St. James's Place Financial Adviser Academy, the proud winners of the 'Best Adviser Academy' award at the 2023 Money Marketing Awards. Discover the secrets behind their success, gain insights into their innovative curriculum and mentorship programs, and explore the future of financial advice with this inspiring conversation. Tune in to learn how the St. James's Place Financial Adviser Academy is shaping the next generation of financial advisers and empowering them to make a positive difference in the lives of their clients.
Don't forget to book your table for the 2024 Money Marketing Awards! Join us in celebrating excellence in the financial advice profession and connect with the industry's leading lights.
In this Weekend Essay, Tom Browne takes a nostalgic yet cynical look at the Oasis reunion, questioning the motives behind it and whether the band can recapture their former glory. Join us as we delve into the complexities of Britpop nostalgia, the economics of reunions, and the unanswered questions surrounding this highly anticipated comeback. Can Oasis still deliver the magic, or is this just a cynical cash grab? Tune in to find out!
In this episode of In Conversation With..., embark on an inspiring journey with host Kimberley Dondo and guest James Wallis, Founder & Chartered Financial Planner at Aristotle Financial Planning as he shares his transformation from financial professional to successful entrepreneur. Discover the key moments that ignited his passion for starting his own firm, the invaluable support he received from The Verve Foundation's Adviser Incubator, and the practical strategies he implemented to navigate the challenges of entrepreneurship.
In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:
And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.
In his Weekend’s Essay, Dan Cooper takes a hard look at the reality of summer holidays in 2024. With skyrocketing costs and post-Covid price hikes, many families are finding that a sunny getaway is simply out of reach. Dan questions the fairness of rising fines for term-time absences while holiday providers continue to push prices higher. Is it time to rethink the way we approach family holidays? Tune in now:
In this In Conversation With... episode, Kimberley Dondo as she talks with Cathy Brennan, Senior Financial Planner at Knightsbridge Wealth Management, about her transition from adviser to business owner. Cathy shares her experiences with The Verve Foundation's Adviser Incubator and discusses the importance of setting boundaries with herself and clients, embracing authenticity, and finding her niche. Listen now:
Join us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on industry awards, technology adoption, and how they’re shaping the future of paraplanning.
Don't miss this year's awards and book your table now!
In her Weekend Essay, Kimberley Dondo delves into a cautionary tale from Reddit about how one couple’s financial secrets nearly derailed their future. Discover why open communication and professional advice are essential in relationships, especially when money is involved.
Listen now: Weekend Essay: When ‘what’s mine is yours’ goes wrong.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Oli Brown, Investment Director at RC Brown Investment Management, to explore why the UK market is entering a prime period for investment. They discuss the resurgence of IPOs and fundraising, the potential growth in the AIM market, and how investors can leverage these opportunities for long-term gains. Oli also shares insights on inheritance tax planning and how advisors can guide their clients in navigating this dynamic landscape.
In this episode of the Money Marketing Awards Podcast, host Kimberley Dondo sits down with Hayley Rabbets, Head of the Verve Foundation and winner of the 2023 Charity Champion of the Year award. Hayley shares the journey that led to her organization's recognition, highlighting key initiatives and the essential factors behind their success. The discussion also explores the future of social responsibility in financial services, the role of technology in charitable giving, and how industry recognition can inspire excellence. Tune in to learn how Hayley and her team are making a real difference in the sector.
In this Weekend Essay episode, Lois Vallely delves into the often overlooked world of fund naming. Inspired by her childhood love of naming pets, she contrasts the creativity in naming animals with the rigid, sometimes dull world of investment fund names. Vallely explores why fund names are often so plain, the role they play in investor decisions, and whether a touch of creativity could benefit—or confuse—the financial world. Tune in to discover why naming a fund might not be as fun as naming your cat, but is just as important.
In this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facing financial advisors today.
Phil discusses significant industry changes in marketing and client engagement, strategies for leveraging digital tools, and common marketing misconceptions. He also addresses current trends, including the impact of new regulations, technologies, and client expectations, as well as the cost-of-living crisis. Phil offers valuable advice on incorporating financial well-being into practices and differentiating human advisors in the age of robo-advisors and AI. Tune in for an insightful conversation blending industry expertise with practical advice.
Join us for a jam-packed episode of MM Talks with Kimberley Dondo and Lois Vallely. We'll dissect the Consumer Duty's impact on financial advisors, break down the financial implications of Labour's recent win, and explore the latest industry trends. Plus, get valuable tips on managing financial stress and boosting well-being. Don't miss our "Financial Fails" segment for a laugh!
In this heartfelt essay, Amanda Newman Smith reflects on the profound impact of losing her father 20 years ago, coinciding with the anniversary of Green Day's album "American Idiot." She shares her emotional journey through grief, the unexpected ways it shaped her life, and the importance of emotional support and financial planning during such times. Amanda discusses how her stepdad brought new experiences to her and her mother, the complexities of family dynamics after a loss, and the critical role advisers play in guiding clients through bereavement. Tune in now:
Join host Kimberly Dondo in a compelling episode of "In Conversation With..." as she chats with Dr. Louis Williams, Head of Psychology & Behavioural Insights at Dynamic Planner. They explore the impact of Consumer Duty regulation on financial advisors, defining vulnerability, and identifying challenges in supporting vulnerable clients. Dr. Williams shares strategies for building trust, insights into the Financial Wellbeing profiler tool, and top recommendations for advisors. Concluding with future predictions for the financial advice landscape, this episode offers valuable expert advice and practical tips for better supporting vulnerable clients.
In this episode, we dive into Momodou Musa Touray's latest essay on the urgent need for UK pension reform. With the Labour government's recent election victory, Chancellor Rachel Reeves has launched a landmark review aimed at fixing the broken pension system. We explore the proposed two-stage reform strategy, the potential for boosting pension pots by over £11,000, and the mixed reactions from the industry. Join us as we unpack the implications of these reforms and what they mean for the future of pensions in the UK.
Listen now:
In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.
In this weekend essay, Dan Cooper reflects on Gareth Southgate’s emotional resignation following another Euro final defeat. While Southgate's tenure ended without the long-sought trophy, Cooper humorously explores how Southgate's skills might translate to a new career in financial advice. From strategic planning and team leadership to maintaining integrity and resilience under pressure, Southgate's qualities could make him a strong fit for the finance world. Tune in for a thoughtful and light-hearted take on Southgate’s potential future beyond football.
In this episode of In Conversation With, host Lois Vallely welcomes Tom Mathar from Aegon UK's Centre for Behavioural Research. They talk about the three unprecedented challenges in financial wellbeing: increased longevity requiring more funds for longer lives, the shift of long-term financial planning responsibility from the state to individuals, and the complexity of multi-stage lives with multiple careers and transitions. Mathar also highlights the importance of financial advisers in understanding clients' values and emotions to enhance their financial wellbeing.
In this episode, host Kimberley Dondo chats with Fotis Chatzimichalakis of Impax Asset Management about shifts in sustainable investing, Impax’s strategy updates, and future predictions. Gain insights on advisor support and emerging market trends. Listen now:
Join editor Tom Browne as he delves into the dramatic shift in the UK's political landscape following a historic election night. With Labour securing a staggering majority and the Conservatives facing a crushing defeat, Browne explores the implications of such a sweeping victory. Reflecting on past political landslides and their consequences, this essay provides a thoughtful analysis of what this means for the future of British politics. Tune in to understand the significance behind the numbers and the potential challenges ahead for Keir Starmer's new government.
Listen now:
In the third episode of Royal London’s pensions and protection podcast, Ken Scott, Head of Investment Solutions, discusses how advisers can balance insurance and investment to support their clients. He emphasizes the importance of insuring against uncertain events and planning for retirement, highlighting the benefits of starting early and using pound cost averaging to manage market volatility. Ken also talks about the importance of diversifying investments, transitioning to lower-risk options as retirement nears, and managing sequencing risk for a sustainable income. In later stages, he recommends considering annuities and long-term care insurance.
For more, visit adviser.royallondon.com/PeoplePowered.
In this episode of "In Conversation With...", host Kimberley Dondo sits down with John Canady, CEO of National Philanthropic Trust. Dive into the world of donor-advised funds and their impact on wealth management in the UK. Discover the evolution, benefits, and emerging trends in philanthropy, with a focus on sustainable and impact investing. John shares valuable insights and best practices for financial advisers to help clients align their philanthropic goals with their financial plans. Tune in for an enlightening discussion on the future of philanthropy and donor-advised funds:
Tune in to our latest Money Marketing podcast for a recap of June and a sneak peek at what's coming in our July issue. We also discuss what the Election could mean for financial advice. Don’t miss this special episode! Listen now: https://www.moneymarketing.co.uk/
In this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discusses various factors affecting retirement needs and highlights the conflicting advice on required pension pot sizes. Her reflections emphasise the anxiety many face when planning for the future, revealing the challenge of finding peace of mind amidst financial ambiguity.
On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.
In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice accessible to a wider audience.
Tune in now:
In this episode of In Conversation With, host Lois Vallely chats to Steve Jordan, director and co-founder of Five Wealth. Jordan shares his views on why he believes the future lies in ESG portfolios, despite their current patchy performance. He also discusses his path into the financial advice profession and offers insights into what the future of financial advice could look like.
In this Weekend Essay, Darius McQuaid discusses how St. James’s Place (SJP) uses Virtual Reality (VR) to enhance training for Independent Financial Advisers (IFAs), improving empathy and vulnerability skills. Supported by PwC research, VR proves more effective than traditional methods. McQuaid humorously suggests VR zombie scenarios to make regulatory training more engaging, highlighting VR's potential to reduce advisers' stress about increasing regulations. Listen now:
In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocurrencies in SIPPs, the challenges of utilising property in pensions, and how AI can aid advisors in selecting bespoke SIPPs. Matt shares his predictions for significant growth in the SIPP market over the next five years, discusses strategies for rebuilding investor trust, and examines the impact of the FCA's Consumer Duty on SIPP recommendations.
Listen now for key insights into the evolving SIPP and SSAS markets:
This episode explores Tom Browne's Weekend Essay on the chaotic election campaign and its lessons for financial advisers. Highlighting political blunders and public distrust, Browne draws parallels to the financial sector, emphasizing the importance of mastering basics, understanding client needs, and effective communication.
Listen now:
Join us in this episode as we explore the Adviser Incubator programme, developed by the Verve Foundation to support new and early-stage financial advice firms. Hayley Rabbets, Head of the Verve Foundation, and Chris Kane, Strategic Partnerships Manager at Royal London, discuss the programme’s goals, structure, and successes. Learn how this initiative is helping to bridge the advice gap, attract fresh talent, and provide essential support to advisers. Discover why Royal London is backing this programme and hear inspiring testimonials from participants.
If you’d like to find out more about the programme, visit Adviser Incubator – The Verve Foundation
In this episode of In Conversation With, host Lois Vallely talks to Benjamin Mitchell, founder of Headsup Wealth, about what it was like to set up his own directly authorised advice firm. They chat about some of the challenges and highlights of his journey from employed adviser to business owner. They also look at some of the biggest challenges for advisers today.
Tune in to our latest Money Marketing podcast as we recap May and give you a glimpse of what's in store for our June issue. Don't miss this special episode! Listen now: https://www.moneymarketing.co.uk/
In this week's Weekend Essay, Momodou Musa Touray explores the looming retirement crisis facing millions of Brits. While politicians battle over policy pledges, a recent study by AJ Bell reveals that nearly half of British adults under state-pension age are uncertain about when they'll receive their pensions. With implications for retirement planning, Tom Selby, AJ Bell's Director of Public Policy, calls for stability in pension policy and better communication to address the growing uncertainty. Listen now:
Join us for the first episode in our new series of Royal London’s informative pensions and protection podcasts. In this episode, Rory Marsh, Customer Life Stage Director at Royal London, discusses how advisers can provide value and long-term financial resilience for workplace clients’ pension savings.
Topics covered include:
- Financial planning decisions for the new tax year
- Engaging customers and driving pension participation
- Addressing the unique needs of younger savers
- Employer trends in financial support for employees
- Strategies for advisers to enhance their service offerings
Tune in for expert insights and practical tips to help financial advisers navigate the evolving landscape of workplace pensions.
Visit: adviser.royallondon.com/PeoplePowered for additional resources and support.
Join us for a casual conversation with Lois Vallely and Kimberley Dondo, as we dive into the hot topics shaping the future of financial advice in 2024. We'll tackle Consumer Duty, regulatory challenges, the importance of mental health in the industry, and what lies ahead for financial advisers. This is your insider's look at the world of financial advice, straight from the Money Marketing editorial team. Tune in for insights, laughs, and a fresh perspective on the evolving landscape of financial services.
This week, Dan Cooper explores the transformative impact of Saudi Arabia's financial influence on global sports. From Cristiano Ronaldo's move to the Saudi Pro League to hosting the 2034 World Cup, Saudi investment is reshaping football, Formula One, golf, and more. As the Kingdom's Public Investment Fund (PIF) continues to expand its reach, the implications for the future of sports, ethics, and the magic of the game are profound. Tune in now:
In this episode of "In Conversation With," Kimberley Dondo chats with Gee Footit about the challenges and opportunities in the financial advice industry. They discuss recruitment, retention, the importance of diversity, and initiatives to attract talent from diverse backgrounds. Footit also highlights "The Switch" podcast, which focuses on second careerists transitioning into financial advice, and shares insights on the unique perspectives and contributions they bring to the profession. The conversation concludes with a look at the evolving landscape of financial advice and the role organizations like the St. James's Place Academy play in supporting and developing new talent.
In this week's episode, Lois Vallely shares her fascination with end-of-the-world scenarios, from zombie outbreaks to natural disasters. She explores the reasons behind this fascination and how it ties into the real-life threat of ancient viruses being released due to climate change. Additionally, she dives into the potential economic consequences of societal collapse, highlighting the skills and resources that would hold value in a post-apocalyptic world.
In this episode of "In Conversation With," Kimberley Dondo talks to Emma Collins, Partner at Weightmans, about pre-nups, post-nups, and wealth protection in relationships. Collins discusses evolving trends in pre-nups, the rise of post-nups, key considerations in asset splitting during divorce, and common pitfalls in wealth protection. She also highlights legal implications, recent developments, and strategies for financial advisers to broach these topics sensitively.
In her Weekend Essay, Amanda Newman Smith shares a heartwarming anecdote from a local market visit, prompting reflections on customer relationships in businesses. She discusses the balance between transactional advice and long-term engagement in the financial sector, advocating for a nuanced approach that values all client interactions. Amanda highlights the evolving dynamics of customer engagement and the challenges faced by businesses in maintaining service quality amidst commercial pressures. Listen now:
Join Kimberley Dondo in this episode of "In Conversation With" as she chats with Paula Steele, director at John Lamb Hill Oldridge, about protection financial advising. They cover tailoring protection plans, strategic use of life insurance for tax planning, recent tax law changes, common misconceptions, and future trends in life insurance for tax planning. Tune in for expert insights on navigating financial protection and tax planning.
In this Weekend Essay by Lois Vallely candidly explores her journey with narcolepsy, shedding light on the challenges and misconceptions surrounding the condition. From childhood struggles with sleep to finally receiving a diagnosis, Lois shares how narcolepsy has impacted her life and the adjustments she's making. Her story highlights the importance of understanding hidden disabilities and the need for empathy and support. Listen Now:
Tune in to our latest Money Marketing podcast as we recap the ups and downs of April and give you a glimpse of what's in store for our May issue. Don't miss out on this special episode! Listen now:
In this episode of In Conversation With, host Lois Vallely chats to Amy Browne, stewardship lead at CCLA, about how mental health fits within the broader movement of sustainable investment. They discuss whether investors care about mental health, and whether interest has grown in recent years. They also talk about how financial advisers can get involved with mental health benchmarking.
In his Weekend Essay, Darius McQuaid highlights the absence of financial advisers on BBC One's The Apprentice, suggesting they possess the skills needed to excel on the show. He encourages advisers to consider applying for future series, envisioning a potential intersection between advisers and the show. Listen now:
In this episode of "In Conversation With," Kimberley Dondo sits down with Ian Lance, co-fund manager at Temple Bar, to explore the evolving dynamics of the financial market. They discuss lessons learned from companies like NEXT, the shifting strategies for asset allocation in response to economic changes, the evolving perceptions of share buybacks, and the transformed risks associated with acquisitions. Ian also shares insights into resilient cyclical stocks and advises financial advisers on adapting their strategies to identify undervalued opportunities in the current economic climate.
In his Weekend Essay, editor Tom Browne discusses the changing dynamics of marriage in light of rising costs. With weddings becoming increasingly expensive, many couples are opting to prioritize other life goals, like buying a house. Browne shares insights into the financial challenges faced by couples today, highlighting the tough decisions many must make. Listen now:
In this episode of "In Conversation With," host Kimberley Dondo sits down with Macey Greenall, Financial Adviser at Key Financial Wealth Management, about financial planning for athletes and broader financial advice. They discuss challenges athletes face, tailoring advice for high-earning athletes, and providing practical solutions for diverse clients. Macey also shares insights into the rewarding aspects of being a financial advisor and the benefits of being an appointed representative of St. James's Place. Tune in for valuable insights into niche market specialisation and trends in financial advice.
Royal London’s Jamie Jenkins (Policy, Communications and External Affairs Director) is joined by Clare Moffat (Head of Technical and Marketing Compliance) from Royal London, Mike Barret from The Lang Cat, and Ben Alcock from Continuum, as they discuss Royal London’s latest research “The Meaning of Value”. Looking into what consumer’s value, how they define it and what’s important to them in the decision-making process. The report also explores adviser’s opinions and what they believe their clients value from them.
In her Weekend Essay, Kimberley Dondo uncovers surprising parallels between WWE and financial advice. From embracing spectacle to strategic planning and building trust, she reveals how advisers can learn from the world of wrestling to elevate their practice and guide clients to financial success.
2024 has been dubbed the “ultimate election year” with elections due to be held in around 64 countries, as well as the European Union. Should advisers be concerned about upcoming elections leading to possible market volatility? In this episode of In Conversation With, host Lois Vallely chats to Parmenion chief investment officer Peter Dalgliesh about all things asset allocation. As we move away from liquid or cash funds, should advisers be “dipping their toes” back into equities? Will political events impact investment outlook and asset allocation decisions? Listen here to hear his views.
In this Weekend Essay episode, Momodou Musa Touray explores the rise and fall of fintech disruptor DeadHappy. After a disastrous advertising campaign led to the withdrawal of support from insurance partners, DeadHappy ceased new customer acquisitions. Touray reflects on the company's bold marketing tactics, which garnered both fame and controversy, ultimately leading to its demise. Listen now:
In this episode, Kimberley Dondo and Ben Goss, CEO of Dynamic Planner, delve into the basics of AI in financial advice, distinguishing it from automation. They explore real-world examples of AI's application by financial advisers in the UK, along with its role in personalising financial plans, improving client acquisition, and streamlining operations. The discussion extends to topics like retirement planning, goal-based advice, ethical considerations, and the human aspect of financial advisory. Tune in now:
Tune in to our latest Money Marketing podcast as we recap the ups and downs of March and give you a glimpse of what's in store for our April issue. Don't miss out on this special episode! Listen now:
Tune in to this Weekend Essay podcast episode as Darius McQuaid explores the rich traditions of the Iranian New Year, Nourouz, and its profound implications for financial planning. Discover the cultural significance of Nourouz traditions and how advisers can leverage these insights for client discussions. Listen now for a unique perspective on resilience, generosity, and long-term financial goals.
Join Kimberley Dondo and Mike Coop, CIO at Morningstar Investment Management, as they discuss key investment themes, risk mitigation strategies, and effective client communication in today's market. Gain insights on navigating uncertainty, leveraging technology, and staying informed for actionable advice. Listen now:
In this Weekend Essay episode, Amanda Newman Smith reconsiders equity release, drawing parallels to her experience restoring antique furniture. She explores the evolving market, debunking misconceptions and highlighting its potential benefits for those facing financial challenges in later life. Tune in now:
In this episode of In Conversation With, chief reporter Lois Vallely is joined by Pension Lab founder Scott Phillips for a chat about pensions. They talk about what is going on with the letters of authority process, whether the Consumer Duty will help, and how pensions dashboards will make the world of pensions easier to navigate.
Dive into this Weekend Essay with Dan Cooper as he takes us on a reflective journey through seaside adventures, children's innocent questions, and the vital role of financial education. Join the conversation on why money doesn't grow on trees and explore the ongoing debate surrounding financial literacy for children:
In this episode of "In Conversation With," host Kimberley Dondo sits down with Nick Henshaw, Head of Intermediary Distribution at Wesleyan, to explore the shifting investment landscape. From guiding clients through market fluctuations to re-engaging with diverse asset classes, they delve into key strategies and challenges faced by advisers. Tune in:
Tune in to Lois Vallely's Weekend Essay as she explores gender dynamics in finance, touching on prevalent sexual harassment and the need for a more inclusive environment for women in the industry.
In the latest episode of the Money Marketing Podcast, the editorial team is joined by special guest Chris Jones from Dynamic Planner to dissect the implications of the Spring Budget 2024. Together, they dissect the recently announced Spring Budget 2024, analysing its key measures and potential implications for various aspects of the financial landscape. Listen now:
In this episode of In Conversation With, Lois Vallely is joined by Cathi Harrison, CEO at The Verve Group, as they delve into the challenges and opportunities facing financial advisers. With International Women's Day on the horizon, they also explore what's needed to attract diverse talent and more women into the industry. Listen now:
In this Weekend Essay, Maria Nicholls delves into the world of parenting podcasts, shedding light on the dangers of misleading financial 'advice' for new mums. Tune in for a thought-provoking discussion on securing financial futures amidst the challenges of motherhood.
Tune in to our latest Money Marketing podcast as we recap the ups and downs of February and give you a glimpse of what's in store for our March issue. Don't miss out on this special episode! Listen now:
In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.
In his Weekend Essay, Tom Browne delves into a spat between ex-Monty Python stars Eric Idle and John Cleese, shedding light on their history of bickering and the financial challenges faced by Idle at 80. Listen in for a quick exploration of fame, fortune, and the importance of sound financial planning:
Gain insights into the asset management landscape with the latest episode of "In Conversation With." Host Kimberley Dondo engages in a thought-provoking discussion with Martyn Gilbey, UK Country Head at Franklin Templeton. Delve into topics such as Franklin Templeton's strategic focus, prevailing market trends, evolving client demands, and more. Listen now:
In her Weekend Essay, Lois Vallely reflects on the financial implications of being single. From the soaring costs of living independently to the retirement savings struggle, she uncovers the harsh realities faced by single individuals. With insights into the challenges of finding affordable housing and saving for retirement on a single income, Lois sheds light on the hidden costs of flying solo. Listen now:
It is not easy starting your own financial advice firm, and it is not easy bringing two businesses together. Nathan Waldron and Ryan Nobbs have done both in the space of three years.
Waldron launched Waldron and Co in 2021, to offer advice which covers a range of financial areas including retirement planning, protection, investments and estate planning.
Nobbs launched RN Financial Planning, also in 2021.
In October last year, the pair combined their two businesses to create Evergreen Financial Planning.
“We spoke every day anyway,” says Nobbs. “We’d always bounce ideas off each other and talk through cases to make sure we weren’t going crazy when something seemed a bit odd.
“Someone said to us: ‘Well why haven’t you [brought your businesses together yet?’ And we though: ‘Good question, why haven’t we done it?’”
“It was one of those things that somebody says to you, and at the time you go: ‘Oh yeah’,” says Waldron. “But later that evening I started thinking: ‘Actually, that's a really good idea.’”
The pair puts their success down to the fact they have different interests and skills.
Waldron has a knack for simplifying even the most convoluted financial concepts, making them accessible and relatable to everyone.
On the flip side, Nobbs is a strategic mastermind, who excels at mapping out financial pathways tailored to individual needs.
“It’s not just about bringing two great businesses together,” says Waldron.
“You have to have that synergy, but also be able to fill each other's voids.
“Ryan's really focused on spreadsheets, figures and things like that. I do like numbers as well. Do you see what I mean? But that’s Ryan’s focus.
“My strength is looking at how we can create more business, reach more clients and interact in different ways, marketing etc.
“We have the same work ethic, but we’re doing different things. So when you put that together, it fills everything. That’s the real big secret to this.”
The pair want Evergreen Financial Planning to “revolutionise” how clients experience finance and financial advice.
The business takes a “holistic, client-centric approach” to uplift financial wellbeing across retirement, investment, insurance, and estate planning.
They also want the business to be a place where new advisers can learn the profession.
“We’ve already taken on two advisers, and they are new to advice.,” says Waldron.
“What we want to do for them is create an atmosphere where they can ask, they can learn, they’ve got support from us all of the time, they’ve got support from M&G as well when needed.
“We want to make that journey really easy for them.”
Join Darius McQuaid as he reflects on his journey as a reporter at Money Marketing and the surprising realization that prompted him to take a closer look at his own financial standing. From the pressing need for a financial roadmap to insights into financial planning statistics, Darius shares his personal wake-up call and the shift in perspective towards securing his financial future. Listen now
Join Kimberley Dondo in an enlightening conversation with Kunal Desai, Emerging Markets Portfolio Manager at GIB Asset Management. Discover how sustainability influences investment decisions, the challenges of transitioning from Mobius Capital Partners, insights into emerging market trends, the significance of active engagement, navigating global economic shifts, and advice for financial advisers. Listen now:
Join us in this month's Money Marketing podcast as we unravel the highs and lows of January and offer a sneak peek into what's brewing for our February issue. Don't miss out on this special episode! Tune in now:
Unlocking the mysteries of pensions in this Weekend Essay by Caitlin Southall! Join the conversation as she delves into the complexities of retirement planning, demystifying jargon, and the crucial role of financial education. Listen now:
In this episode of "In Conversation with," Kimberley Dondo sits down with Alastair Black, Head of Savings Policy at abrdn, to delve into the post-Consumer Duty landscape for financial advisers. Gain insights into emerging trends, anecdotes, and strategies, and discover how advisers can navigate evolving client dynamics successfully. Listen now:
In this Weekend Essay, Amanda Newman Smith reflects on her daughter's poignant artwork, prompting thoughts on the myths surrounding the creative process, whether it be through art or music. Drawing parallels with financial planning myths, Amanda explores how misconceptions can shape societal views and the importance of debunking them. She emphasises the need for clear, inclusive language in the financial industry to break down barriers and make financial planning accessible to a wider audience. Listen Now:
Tune in to 'In Conversation With' as Kimberley Dondo talks with Andrew Tully, Technical Services Director at Nucleus. They cover the Advice Guidance Boundary Review, retirement concerns, and Nucleus' support for advisers in navigating regulations. Listen now:
In the latest episode of "In Conversation With," host Kim Dondo delves into 2023 predictions, midcap opportunities, and managing risks with Jordan Sriharan, Fund Manager at Canada Life Asset Management. Explore insights on long-term investments, economic influences, and strategies for navigating uncertainty in 2024. Tune in now:
In this episode, chief reporter Lois Valley talks to Ben Peele – UK managing director for Portfoliometrix – about why more advisers are switching from building advisory models to using a discretionary service. He also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition, and whether advisers switching to cash should be encouraged to keep their money in investments and funds.
Dive into the captivating journey of 16-year-old darts prodigy Luke Littler with Money Marketing's Tom Browne. Explore the highs and potential pitfalls of sudden fame and fortune. Insights from Big Brother winner Anthony Hutton and financial experts highlight the importance of professional advice and long-term financial planning. Join us for a quick chat on the intersection of sports, fame, and financial responsibility.
Dive into the reflections and insights on the financial landscape of 2023! Join the Money Marketing's editorial team in their special End of Year episode as they share key takeaways through the highs, lows, and surprises of the year. Tune in now:
Hosted by Kimberley Dondo, our latest 'In Conversation With' episode features Richard Bate, Partner at Weightmans. Together, they explore critical aspects of wealth transfer, from basics and legal pitfalls to navigating inheritance tax complexities. Tune in for practical tips and insights on optimizing wealth transfer strategies. Listen here:
For this episode, host Lois Vallely speaks to EBI's investment product manager Jonathan Griffiths to help navigate the world of ESG and sustainable investing. He explores the Financial Conduct Authority's upcoming Sustainability Disclosure Requirements (SDR) regulations, and the impact these will have on the industry. He also talks about the impact of market uncertainty on the performance and take-up of ESG portfolios.
In this episode, journalist Amanda Newman Smith explores the surprising benefits of financial advice. She shares the story of Frances Bean Cobain, the daughter of Nirvana singer Kurt Cobain, who has struggled to manage her inherited wealth. Newman Smith also discusses research that suggests financial planning can help people live longer, especially those with limited resources. She argues that financial advisers can provide more than investment advice; they can also help clients develop healthy financial behaviours and reduce stress.
Listen to this episode to learn how financial advice can improve your life expectancy.
Tune in to the fifth episode of our Pensions & Protection Podcast series, presented by Kimberley Dondo and featuring guests Andy Walton, Protection Proposition Director at Mortgage Advice Bureau, and Tony Ormond, Strategic Partnerships Manager at Royal London.
This episode explores why protection providers must go above and beyond, offering clients more value and support than ever. Gain valuable insights into the changing expectations in the industry and discover how providers are adapting to meet the growing needs of their clients.
In this episode of "In Conversation With," Kimberley Dondo discusses client-centric portfolio management and market trends with Benjamin Gilbert, Senior Associate Partner at Sarasin & Partners LLP. Gilbert provides insights into tailoring investment strategies, balancing risk and reward in portfolio construction, and adapting to recent market trends. The conversation also covers Sarasin & Partners' approach to ethical and sustainable investing, the importance of strong client relationships, and concludes with Gilbert's career insights and future trends in the financial advisory industry. Tune in for a concise exploration of key aspects in portfolio management and financial advisory.
In his first Weekend Essay, Editor Tom Browne shares his journey from scepticism to parenthood, navigating the chaos of editorship and fatherhood. A tale of yoghurt-stained meetings, sleepless nights, and the newfound importance of good-enough financial planning. Tune in now:
Reflect on a year of pivotal changes in pensions with host Kimberley Dondo and industry experts Fiona Hanrahan and Ken Scott from Royal London. Dive into the impact on advisers and strategies for navigating the evolving pension landscape, ensuring financial resilience for clients. Tune in:
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
Explore the world of sustainable investing in the latest episode of "In Conversation With" featuring Nicolo Bragazza, Portfolio Manager at Morningstar Investment Management Europe. From COP28's impact on ESG investing to navigating complexities and future outlook. Listen now:
Join Lois Vallely's intriguing journey of daydreams about winning the lottery and the profound realisations that follow. From paying off debts to contemplating the purpose of immense wealth, Lois shares her candid thoughts on how money may solve some problems but not necessarily lead to lasting happiness. Tune in for a captivating Weekend Essay:
Tune in for a deep dive into the 2023 Autumn Statement with the Money Marketing editorial team. Get real insights and candid discussions on the Chancellor's announcements. Tune in for the raw breakdown:
In the latest "In Conversation with" episode, James Jones-Tinsley, Self-Invested Pensions Technical Specialist at Barnett Waddingham LLP, delves into the intricate landscape of evolving pension policies with host Kimberley Dondo. Explore topics from the proposed Lifetime Allowance abolition to amendments in the Finance Bill 2023-24, as James navigates the complexities of evolving pension policies. Gain practical advice for financial advisers dealing with uncertainties surrounding the State Pension Triple-Lock and the upcoming general election. Dive deep into the world of pensions, investments, and tax considerations with this informative discussion. Listen now:
For this episode, host Lois Vallely chats to Alasdair Walker - managing director of Handford Aitkenhead & Walker - about everything from Consumer Duty to the advice gap to artificial intelligence. They also talk about the consolidation trend currently rife within the advice space, and the struggle faced by smaller advice firms in getting directly authorised.
In the Weekend Essay Podcast, Head of Sales at Headlinemoney, Martin Quinn, reflects on concerns raised during his appearance on the Farage show about a potential Central Bank digital currency (CBDC). He questions CBDC's privacy implications and highlights accessibility challenges for digitally excluded groups. Quinn discusses worries about government control over finances and the impact on bank profits. Comparing the UK to the EU, he notes the ongoing war on physical cash driven by banks. With a general election approaching, Quinn suggests addressing inflation and the cost-of-living crisis should take precedence over prioritizing a CBDC, emphasizing the importance of supporting the physical pound.
Uncover the world of impact investing with Kimberley Dondo in this episode of "In Conversation With." Joined by Justin Macrae, COO at Fortunis Capital, they delve into the company's mission, criteria for project selection, and the unique approach to driving social change through venture capitalism. Discover real-world examples, challenges, and the future goals of Fortunis Capital in the dynamic landscape of impact investing.
Tune in to the latest Weekend Essay podcast: 'Over and out' – A heartfelt goodbye message from Katey Pigden. Join Katey on a journey through her impactful years at Money Marketing, the challenges, triumphs, and heartwarming moments. Don't miss the final chapter!
Join Kimberley Dondo and Jess Franks, Head of Investment Products at Octopus Investments. They discuss democratising private markets, partnerships with Crowdcube, encouraging pension funds to invest in high-growth companies, EIS opportunities, and the role of advisers in shaping retail investors' strategies. Explore the evolving private market landscape.
Explore Amanda Newman Smith's essay where she questions the wisdom of making math and English compulsory up to age 18. Join us for a discussion on the practical challenges, teacher shortages, and the need for a more engaging, real-world approach to education. Amanda advocates for a flexible and enjoyable educational journey that doesn't rely on more testing and rigid frameworks.
Join us in this month's Money Marketing podcast as we dive into the highs and lows of financial advice from October, offer an exclusive sneak peek at what's coming in our November issue, and bid a heartfelt farewell to our beloved editor, Katey Pigden, as she embarks on her next adventure. Don't miss this special episode:
Join host Kimberley Dondo and experts Yusuf Ali, Karen Leys, and Gregor Sked from Royal London as they tackle the challenges advisers face discussing business protection with clients. Discover solutions to grow your business and provide value in today's demanding market.
If you’d like any further information or resources from Royal London, visit: adviser.royallondon.com/PeoplePowered.
For this episode, host Lois Vallely talks to Kerry Seymour – a clinical hypnotherapist and mental health trainer – about the link between money and mental health. She discusses the link between money and mental health. She also delves into why it is important for financial advisers to understand the difference between decisions made with the ‘intellectual brain’ and those made with the ‘primal brain’.
In this episode of the Pensions & Protection podcast in association with Royal London, Kimberley Dondo is joined by Ken Scott, Head of Investment Solutions at Royal London, and Hiroki Hashimoto, Fund Manager from Royal London Asset Management to discuss the challenges presented by the Consumer Duty in the investment landscape.
Discover how the Consumer Duty has transformed the world of investments, impacting both investors and asset managers.
If you’d like any further information or resources from Royal London, visit: adviser.royallondon.com/PeoplePowered.
Tune in to "In Conversation With" hosted by Kimberley Dondo, featuring Niki Cooke, CRO at Protection Guru. Discover Niki's journey and the significance of her Women In Protection award. Explore how major life events like divorce impact financial well-being and the role of protection coverage. Learn about common misconceptions and ways advisers can help. Niki delves into the impact of menopause and the importance of raising awareness. Uncover proactive strategies for advisers and future trends in financial protection. Listen now:
In his "Weekend Essay," Darius McQuaid addresses the financial "advice gap," shedding light on an innovative approach used by a financial planner to offer free half-hour advice sessions to employees through their companies. Listen now:
Pensions and Protection Podcast, in collaboration with Royal London, hosted by Kimberley Dondo, Digital Content Manager at Money Marketing. In this episode, we're joined by distinguished guests from Royal London: Sarah Pennells, Consumer Finance Specialist, and Clare Moffat, Head of Technical and Marketing Compliance.
The team takes a deep dive into the recently introduced Consumer Duty regulations, emphasising their substantial impact on fortifying support for consumers. They also tackle the persistent challenges stemming from living costs and fluctuating interest rates, scrutinizing their effects on everyday consumers. Additionally, the discussion encompasses collaborative approaches, focusing on how providers and advisers can work in tandem to bolster the financial resilience of customers. Listen now:
Join host Kimberley Dondo and guest David Kaye, CEO of Puma Capital Group, for a dynamic discussion on private asset investment. They cover David's journey from barrister to CEO, Puma's impact on the investment landscape, Mansion House reforms, diversity in venture capital, and more. Tune in now:
In her compelling Weekend Essay, Amanda Newman Smith delves into the universal struggle of self-promotion. Smith encourages us to step into the limelight, emphasising that promoting our own worth is an act of empowerment, not arrogance.Listen now:
Join Kimberley Dondo and Ken Maxwell, Director at John Lamb Hill Oldridge, as they tackle wealth protection for HNW and UHNW individuals. Discover strategies for safeguarding assets, minimizing liability, and ensuring smooth succession planning. Get expert insights on staying ahead in the evolving financial landscape.
Tune in to "In Conversation With..." hosted by Kimberley Dondo, featuring Charles Jillings, CEO at Utilico. They discuss emerging markets, investment strategies, and more. Charles provides an overview of Utilico Emerging Markets' investment philosophy, focusing on essential services and unique market positions. Learn how they identify undervalued companies with sustainable cash flows.
The Money Marketing editorial team's latest podcast recaps all the major stories they covered in September, offering insightful analysis on topics like market trends and regulation. Listen now:
Join Kim Dondo as she questions the sustainability of capitalism in a changing world. Explore its successes and flaws, recent challenges, and the call for a more equitable future. Can capitalism evolve, or is a bursting bubble on the horizon?
Host Lois Vallely speaks again to ESG Accord director Lee Coates. They discuss what the Financial Conduct Authority’s Financial Lives Survey says about ESG and responsible investing – and how advisers can use this information to embed sustainability into their advice process. Coates also talks about the importance of enabling clients to make an informed choice – one of the key elements of the Consumer Duty.
For this episode, host Lois Vallely talks to Sarah Lyons from Parmenion and Hayley Rabbets from The Verve Foundation about how advice firms, and the wider financial services space, are dealing with the advent of the Consumer Duty. They discuss the advice gap, and how the industry can support new entrants into financial services and improve diversity across financial advice and fund management.
Join Michael Klimes in a reflective journey through his writing career, where he delves into the challenges of starting, social media's impact, and a trade journalist's unique experiences. From the British Steel Pension Scheme scandal to the world of Sipp providers, Klimes shares insights and growth. Listen as he bids farewell to his current role and embarks on a new adventure. Listen Now:
Join host Kim Dondo in a conversation with Dr. Louis Williams, Head of Behavioural Insights and Psychology at Dynamic Planner. Explore the powerful role of behavioural psychology in finance, tackle common biases, and discover practical strategies for better client outcomes. Dive into the underrated aspects, ethical considerations, and adapting to cultural nuances. Tune in now:
In this weekend's essay, Darius McQuaid explores the 'Baader-Meinhof phenomenon,' where awareness amplifies our perception. Learn how a chance encounter in 1994 gave it its name and follow Darius's journey as he notices financial advisers everywhere after joining Money Marketing. Dive into the psychology of awareness in a fascinating exploration.
Host Lois Vallely speaks to Bravura's principal business consultant Jonathan Hawkins and head of product Andrew Zietara about the rise of artificial intelligence, and how it can benefit advisers. They discuss what AI means for financial services and how tools can be and are being used by advisers. They also talk about the opportunities and limitations of using AI in financial advice. Will AI take over the world?
The Money Marketing editorial team's latest podcast recaps all the major stories they covered in August, offering insightful analysis on topics like market trends and regulation. Listen now:
In this Weekend Essay, Amanda Newman Smith reflects on her experience of taking her kids to their first music festival. She discusses the rules and regulations that were in place, and whether or not they made for a positive experience. She also draws parallels between the festival and the financial services industry, and questions whether too much regulation can actually be counterproductive. Listen to the full essay to hear Amanda's thoughts on this important issue.
Dive into the world of With Profits funds with host Kim Dondo and special guest Toby Hester, Deputy Chief Product Officer at Wesleyan. Discover how these funds differ, their advantages for advisers, debunking myths, and real success stories. Tune in for essential insights into strategic financial advising.
In this weekend essay, Lois Vallely shares her personal journey of rediscovery and growth. Dive into her insights on fitness, finances, and the power of connecting the past with potential.
Join host Kim Dondo as she dives into market trends and insights with special guest Michael Field, European Equity Strategist at Morningstar. In this episode, they cover various topics that shed light on the current market scenario and provide valuable guidance for investors and financial advisers.
In his latest Weekend Essay, Darius McQuaid shares his journey from covering everyday topics to impacting lives with his journalism. Discover how one article about an investor's struggle led to real change, underlining the power of investigative reporting. Tune in to hear how storytelling can make a difference and bring about regulatory reform.
In this episode of In Conversation With, host Lois Vallely talks to Nick Elston, globally-renowned inspirational speaker on the lived experience of mental health. He discusses the link between money and mental health, and how financial advisers can build trust and rapport with their clients. He also talks about the importance of understanding the relationship non-financial people have with money.
Join us in a fascinating exploration of financial possibilities beyond Earth with Lois Vallely's captivating Weekend Essay. Could aliens require financial advisors? From insuring space explorers to planning retirement spanning millennia, delve into the intriguing world of intergalactic economics.
Tune in for a cosmic conversation that blends finance with the unknown. Listen now:
Join host Kimberley Dondo in conversation with Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, as they unravel the BOE's surprise rate increase and its market impact. From inflation insights to recession strategies, get expert advice in a compact episode.
Michael Klimes, news editor at Money Marketing, shares his experiences covering significant pensions stories, such as the BHS collapse and the British Steel Pension Schemes scandal. In his Weekend Essay, he reflects on the importance of advice and its impact on individuals' lives, he reveals how the passage of time and experience in pensions reporting bring a sense of déjà vu and familiarity with the ever-changing landscape.
Tune in to our latest podcast episode featuring host Kim Dondo and guest Heather Ross, Head of Academy at Progeny! They discuss supporting UK financial advisers, challenges they face, diversity & inclusion, post-COVID-19 adaptation, improving skills & tech awareness, advice for new advisers, and future industry trends.
The Money Marketing editorial team's latest podcast recaps all the major stories they covered in July, offering insightful analysis on topics like market trends and regulation. Listen now:
In his latest Weekend Essay, Momodou Musa Touray discusses the FCA's plans to clamp down on "finfluencers," who promote financial products without risk warnings. The regulator will update social media marketing guidance after a consultation to address the influence of platforms like TikTok and Threads. While some believe education could be more effective, others welcome the FCA's efforts to protect consumers from high-risk schemes and scams. Qualified professionals, including Touray, advocate for responsible financial guidance from influencers who have the eyes and ears of future clients.
In this engaging episode of "In Conversation With" podcast host Kim Dondo sits down with Ian Lance, the manager at Temple Bar Investment Trust, to uncover valuable lessons and strategies in the world of investments. They discuss key lessons from successful companies like NEXT, sensible asset allocation, benefits and risks of share buybacks, and more. Tune in for expert insights on investing and capital allocation!
In her latest Weekend Essay, Money Marketing's editor, Katey Pigden, shares her lifelong experience with Premium Bonds. From her dad's thoughtful gift during childhood to her son's early wins, she embraces the thrill of monthly prize draws, feeling a deep connection with her father through the cherished bonds. Listen now:
In this episode of In Conversation with, host Lois Vallely talks to Chris Budd, financial adviser and founder of the Institute for Financial Wellbeing. He discusses why financial wellbeing is gaining traction and what advisers can do to ensure their clients are financially ‘well’. He also talks about the disconnect between the present and future self, and warns that financial goalsetting is not always helpful.
In her latest Weekend Essay, features writer, Amanda Newman Smith explains why office design appealing to the five senses makes sense. Listen now:
Join host Kim Dondo in "In Conversation With" as she discusses the intricacies of financial advising with industry experts Phil Bray, founder of The Yardstick Agency, and Ian Else, founder of 4 Financial Planning. Dive into the world of payment structures, specifically fixed fees, and explore topics such as client perception, effective communication strategies, regulatory considerations, and the impact on profitability and sustainability. Discover trends in client preferences, best practices for fee transparency, and practical advice for advisers transitioning from commission-based models. Gain valuable insights in this podcast that equips both advisers and clients with the knowledge to navigate the complexities of fees and value.
In his latest Weekend Essay, Michael Klimes enlightens us with the 40 lessons he learned as acting editor. Listen now
Join us for the latest episode of the Money Marketing podcast as our editorial team takes a deep dive into the biggest news stories from June. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of July. Tune in now:
In this episode of In Conversation with, host Lois Vallely chats to Yasmina Siadatan, sales and marketing director at Dynamic Planner, about her journey from owning her own restaurant, to winning The Apprentice, to joining Dynamic Planner. She also talks about the need to increase trust in the financial advice profession and close the advice gap, and urges anyone looking to join financial services to “just do it”.
In this podcast episode, inspired by his Weekend Essay, Darius McQuaid delves into the importance of personal connections with financial advisers. While lacking direct experience, Darius explores his friend's account of the crypto bear market and discusses how the cost-of-living crisis is driving younger clients to seek financial advice. He also shares his father's positive experience with a financial adviser, highlighting the benefits of consolidating pensions and achieving better returns.
In this episode of In Conversation with, host Lois Vallely talks to Jake Moeller, Senior Investment Consultant at Square Mile Investment Consulting and Research. Jake talks about his journey into financial services, and what he sees as some of the biggest challenges for financial advisers currently. He also talks about the rising importance of sustainability and responsible investing, and how he thinks financial advisers are responding to the imminent implementation deadline for the Consumer Duty.
Join host Kim Dondo in a thought-provoking conversation with James Mabey, Partner at Winkworth Sherwood LLP, as they delve into the crucial topic of estate planning. In this enlightening episode, they explore why it is imperative for individuals to prioritise writing their wills and Lasting Powers of Attorney (LPAs). Discover the transformative impact of proper planning, unravelling the legal complexities, and the significant benefits that arise when more attention is devoted to these essential documents. Tune in and unlock the power of proactive decision-making for your future.
In this episode of In Conversation with, host Lois Vallely speaks to Heather Hopkins – managing director of research and consultancy firm NextWealth, and Gillian Hepburn – head of UK intermediary solutions at Schroders. They have a wide-ranging discussion about everything from adviser charges and fees to consolidation and even touch on pubs. They also talk about how technology will transform the financial advice space, and offer their advice for someone looking to break into the profession.
In this episode of In Conversation with, host Lois Vallely chats to Lee Coates, director of ESG Accord, about why advisers need to act now to be compliant with the Consumer Duty and sustainability disclosure requirements to deliver good client outcomes. He talks about what the rules are for advisers around ESG and sustainable options, and what happens if they do not discuss these options with their clients. He also discusses what impact sustainability labels and disclosure statements will have on the advice process.
The protection industry has a claims problem, that is the bold statement senior reporter Momodou Musa Touray states as he delves into the issues facing the protection sector in his latest Weekend Essay. Listen now:
The Money Marketing editorial team's latest podcast recaps all the major stories they covered in May, offering insightful analysis on topics like market trends and regulation. They also give a preview of what to expect in the upcoming June print edition. Listen now:
In this episode of In Conversation with, host Kim Dondo talks to Emma Barrow, Head of Communications at the Financial Services Compensation Scheme (FSCS). Emma discusses her journey to becoming Head of Comms, her involvement in the FSCS podcast, and the impact of the SVB crisis on the FSCS. She also talks about other areas where the FSCS offers financial protection, her advice for financial advisers on how to help their clients protect themselves from financial losses, the most important things for financial advisers to know about the FSCS, and how financial advisers can work with the FSCS to help their clients get the compensation they deserve.
In this Weekend Essay, Amanda Newman Smith reflects on the concept of compulsion in retirement saving and the challenges faced by those who struggle financially. She raises the question of whether stronger measures, such as higher auto-enrollment contributions or true compulsion, might be necessary to ensure retirement security.
In this episode of "In Conversation With...," host Kim Dondo is joined by Rob Hughes, the Head of Customer Experience at Railpen. Together, they delve into various topics surrounding effective customer communications, the significance of customer segmentation, and the potential impact of the pensions dashboard on customer engagement.
Join host Kimberley Dondo & guest Mike Coop from Morningstar in a must-listen podcast covering 2023's investment outlook, navigating the bond market amidst the banking crisis, inflation's impact on the UK economy, sector considerations, market opportunities, tech's role in investments, diversification strategies, staying informed, and the long-term outlook for the UK economy. Tune in now for expert insights!
In his latest Weekend Essay podcast, Darius McQuaid explains how agents can be a barrier for advisers to gain access to sports stars, but a good agent is the foundation.
Private Equity Investments: Strategies, Due Diligence, and Exit Plans - Exploring the Fundamentals for Savvy Investors with Kimberley Dondo and Guest Helen Steers, Partner at Pantheon Ventures
In his latest Weekend Essay, Michael Klimes reflects on the positive impact of pensions policies on retirees, but explains that the future is still uncertain for pensioners.
Join host Kim Dondo as she speaks with Joseph Twigg, CEO of Aveni, and Karan Kapoor, Global Head of Regulatory and Risk at Delta Capita. Together, they share their insights on how financial advisory firms can navigate the challenges posed by Consumer Duty. They discuss key considerations for firms when implementing Consumer Duty and the role that technology solutions can play in providing better care to clients. Tune in to learn more about this important topic.
Join us for the latest episode of the Money Marketing podcast as our editorial team takes a deep dive into the biggest news stories from April. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of May. Tune in now:
Join us for a special episode of the "In conversation with" podcast, where Kim Dondo talks to Tom Selby, Head of Retirement Policy at AJ Bell, about regulating finfluencers.
Finfluencers are social media influencers who give financial advice. They can be a great source of information, but they can also be misleading. So what should be done to regulate them?
Tune in to find out!
In her latest Weekend Essay, Amanda Newman Smith discusses how the life of a business owner is similar to that of a rock band, citing The Cure as an example. She stresses the importance of looking after oneself and managing stress for the success of a business, and not just focusing on the well-being of clients and employees. Listen now
In the latest episode of "In Conversation With", host Lois Vallely sits down with special guest Andy Kirby, CEO at Money Alive. Kirby brings his wealth of experience to the table as he and Vallely explore the biggest challenges currently facing financial advisers, as well as the opportunities that lie ahead. They discuss the ways in which technology is transforming the industry and how fintech is disrupting the traditional role of financial advisers.
From robo-advisors to personalised financial recommendations, AI is transforming the financial advice industry. Senior reporter Momodou Musa Touray explores the impact of AI in his latest Weekend Essay. Listen now:
Join host Kimberley Dondo in this week's episode of In Conversation With, as she chats with Steve Windsor, co-founder of Atrato Group. Kimberley and Steve discuss the differences between setting up a boutique financial services firm and working for a multinational corporation. Steve shares his experiences and insights, highlighting the benefits and challenges of both.
Steve discusses his own charitable endeavours and the ways in which Atrato Group gives back to the community. He also touches on the ways in which charity can benefit businesses, both in terms of reputation and employee engagement.
In this special episode of the Money Marketing podcast, chief reporter Lois Vallely talks to Hannah Coffey, vulnerability and client assistance manager at St James’s Place, and Zoe Taylor, chartered financial planner at Lawrence Neil Wealth Management. They discuss how advisers can spot vulnerability among clients, as well as what they should be doing to help clients in vulnerable circumstances.
Join us on the latest episode of In Conversation With, as host Lois Vallely sits down with Simonne Gnessen, Founder of Wise Monkey Financial Coaching, to delve into the thought-provoking topic of whether financial advice is a privilege or a right. Discover the valuable insights and practical tips that can help transform your financial journey, as we explore the critical role of money coaches in achieving financial wellness.
The Money Marketing editorial team's latest podcast recaps all the major stories they covered in March, offering insightful analysis on topics like market trends and regulation. They also give a preview of what to expect in the upcoming April print edition. Listen now:
Darius McQuaid, the latest addition to the Money Marketing editorial team, discusses Rubicon Crypto, a platform that aims to bridge the gap between traditional and digital investment worlds, as well as the challenges financial advisers face in adopting cryptocurrency in his first Weekend Essay.
Join host Lois Vallely in an informative conversation with Tanya Rawlings, Claims Philosophy Manager at Royal London, as they discuss busting myths and building trust in protection claims processes.
If you’re looking for tools and resources to help support your protection conversations, visit adviser.royallondon.com/safehands
Join us on the latest episode of In Conversation With, as host Kimberley Dondo sits down with Dan Boardman-Weston, the CEO at BRI Wealth Management. In this insightful conversation, Dan shares his expertise on long-term market assumptions, providing valuable insights into the future of investments and the wealth management industry. Dan also discusses his unique career journey, from not going to university for an undergrad to obtaining an MBA, and how he navigated his way through the industry to reach his current role at BRI Wealth Management. Listen in to discover the firm's plans for growth and gain a deeper understanding of the wealth management industry from one of its leading professionals.
In her latest Weekend Essay, chief reporter, Lois Vallely gets personal and shares her experience with debt. Discover how Lois plans to take control of her finances and get financially better in her Weekend Essay.
Join Kimberley Dondo as she interviews guest Nick Clay from Redwheel on a winning strategy for volatile times. Discover why GEI is attractive in this environment and which sectors are best for dividend payouts. Learn from Nick's insights on why luxury stocks are resilient in recessions, his central view on inflation, and whether a recession can be beneficial in the long term. Plus, explore why European stocks are outperforming the US and whether the continent will even go through a recession.
In his latest Weekend Essay, Michael Klimes reports on the rise of early retirement among UK workers aged 50 to 64, defying economic assumptions and worrying the government. Ill health and wealth are key factors, while the pandemic and pension freedoms have also played a role. Will government policies be enough to encourage these workers back into the labour force? Listen now
Breaking down the numbers and analyzing the impact of the Spring Budget - the Money Marketing editorial team comes together for an insightful discussion in our latest podcast episode.
Lois Vallely, chief reporter, sits down with Emma Astley, Founder of Cover my Bubble, and Callum Rutherford, from Royal London to discuss the advantages of value-added services in protection policies. Beyond traditional insurance coverage, these services offer peace of mind to clients who are seeking value-for-money options. The podcast delves into the importance of accessing wellbeing and support services, especially in times where timely support from the NHS can be challenging. Tune in to discover how protection policies can provide additional benefits for your health and wellbeing.
And if you want tools and resources to help support your protection conversations, visit adviser.royallondon.com/safehands
In the latest episode of In Conversation With, Tony Bates, managing director at Idex Consulting, joins Money Marketing chief reporter Lois Vallely to talk about the mammoth recruitment challenge advisers are facing. They also discuss diversity and inclusion in financial services, and what the future advice client might look like.
Feature writer Amanda Newman Smith reflects on the professionalism displayed in The Beatles' Get Back documentary and questions the importance of good manners and communication in the workplace. Listen now:
In our third protection podcast with Royal London, Shelley Read, Intermediary Development & Technical Manager, and Craig Morton, Head of Distribution, join Kimberley Dondo, Digital Content Manager, to discuss how advisers can dispel application process myths and how providers can simplify the process for people to quickly obtain the coverage they need.
And if you want tools and resources to help support your protection conversations during tough times, visit adviser.royallondon.com/safehands
Fotis Chatzimichalakis, Portfolio Manager at Impax Asset Management joins Kimberley Dondo in the latest episode of In Conversation With. They discuss an overview of the UK's largest environmental trust and the challenges facing green trusts.
In his final Weekend Essay, Jean-Baptiste Andrieux reflects on his nearly two years at Money Marketing, listen now as he walks us through his journey.
Listen to our End of February 2023 Podcast. The Money Marketing team discuss standout moments from Feb and bids farewell to senior reporter, Jean-Baptiste Andrieux.
Andrew Aldridge, Partner at Deepbridge joins Kimberley Dondo to discuss how can advisers can be more tax efficient with investment portfolios and the benefits of investing in life science startups. Listen now:
In her latest Weekend Essay, digital content manager, Kimberley Dondo explains why more financial advisers need to embrace social media.
In the second episode in association with Royal London, digital content manager, Kimberley Dondo is joined by Shelley Read and Gregor Sked, Intermediary Development & Technical Managers from Royal London. They discuss the importance of recommending protection policies which give clients choice and flexibility.
In the latest episode of In Conversation With, James Sullivan, Head of Partnerships, Tyndall Investment Management, speaks to chief reporter Lois Vallely about the importance of the IFA in the broader food chain of financial services and the influence they hold. Sullivan also delves into his journey through financial services.
In the first episode Chief Reporter, Lois Vallely is joined by Shelley Read and Gregor Sked, Intermediary Development & Technical Managers from Royal London. They discuss the ongoing need for protection, even in tough financial times. Delve into the importance of well-rounded advice and having the protection conversation that focuses on obtaining good long-term outcomes (Consumer Duty regs) in a difficult economy. Focus on ways providers can help advisers to highlight clients’ biggest risks and discuss the benefits of considering IP, as the biggest risk for working-age adults (30s and 40s) is often long-term sickness or injury which prevents them from working.
In the latest episode of In Conversation With…, Daniel Maynard, Independent Financial Advisor at Cheetham Jackson joins Kimberley Dondo to discuss his transition from retail banking to a financial adviser during the pandemic. Listen now:
In his Weekend Essay, senior reporter, Jean-Baptiste Andrieux laments the difficulties of a single-income household and the costs incurred.
Co-Founder of Anthony George Recruitment, Lewis Byford joins Kimberley Dondo to discuss financial planning recruitment and everything they do to introduce new blood into the industry. In this episode of In Conversation With they also discuss alternative routes to qualifying as a financial adviser. Listen Now:
In the latest episode of In Conversation With, Ruth Handcock, Chief Executive Officer, Octopus Investments joins Kimberley Dondo to discuss what can be done to enhance Rishi Sunak's enhanced maths initiative and what advisers can do to bridge the advice gap. Listen now:
In her latest Weekend Essay, features editor, Maria Merricks explores how the advancement of technology may lead to the downfall of the advice industry if they don't keep up. Listen now
We are well into 2023 and the Money Marketing team have returned for their monthly recaps. They discuss the January issue, news that caught their attention and give a sneak peek into the February Issue. Listen now:
In the latest episode of In Conversation With, Tessa Lee, managing director of Moneyinfo, speaks to chief reporter Lois Vallely about the huge shift we are seeing in how advisory firms are using technology, and the move towards a hybrid advice model. Lee also talks about her background in fintech, and how she rose up the ranks at Moneyinfo.
In the new episode of In Conversation With, Lawrence Bearman, IFA, Ablestoke Wealth Management joins Kimberley Dondo. Bearman shares his experience of transitioning from university intern to IFA and how a support system as a new adviser adds value to the service they provide.
In her latest Weekend Essay, feature writer, Amanda Newman Smith explains the importance of understanding employees' needs and why holding onto staff isn't just about the money.
In the new episode of In Conversation With, Tamsin Draper joins Kimberley Dondo. They speak on how financial planning can modernise and what holistic financial planning means to her.
In his latest Weekend Essay, reporter, Jean-Baptiste Andrieux details the tumultuous relationship and possible fallout of the PFS and it's parent body the CII.
Carla Langley, Owner & founder, Langley Consultancy joins Kimberley Dondo to discuss regulation and common mistakes businesses make with their compliance. They also discuss what effect Consumer Duty will have on business.
In the first Weekend Essay podcast of the year, feature writer Amanda Newman Smith explains why understanding ourselves better helps us form better relationships.
In the latest episode of In Conversation With, Kimberley Dondo is joined by Jordan Sriharan, Fund Manager, Canada Life Asset Management. He offers his perspective on the opportunities in midcap, finding ways to avoid exposure to a weaker dollar in 2023, and the long-term investment opportunities on his radar.
In this episode of the Money Marketing podcast, the editorial team reflects on the crazy year 2022 has been – both in financial services and in the wider world. We talk about what we’ve achieved professionally and personally, both individually and as a team. We also give you a sneak peak at what to look out for next year. As well as our own personal resolutions for the New Year.
From serving in the British Army to qualifying as an independent financial adviser, Benjamin Beck shares his story with Kimberley Dondo and explains the importance of mentorship in the industry. Listen now.
In the new episode of In Conversation With, Charlie White-Thomson, CEO, Saxo UK joins Kimberley Dondo to discuss how can we tame inflation given policy failures and a generation with a skewed sense of risk.
In his latest Weekend Essay, acting editor, Michael Klimes shares his emotional account of the flaws within the social care system.
Luiza Todd, Founding Director of Bespoke Training Solutions joins Kimberley Dondo in the latest episode of In Conversation With. They discuss how BTS supports aspiring advisers to pass their exams and how different skill sets lend themselves to financial services. Listen now.
In the latest episode of In Conversation With, Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management, joins Kimberley Dondo. They discuss the challenges investors faced in 2022 and what opportunities investors may find in 2023.
Karis Stander, Managing Director at Investment 20/20 joins Kimberley Dondo to discuss the approach they have taken to attracting and developing young talent within the investment and wealth management industry and how this could be applicable across financial services.
St James’ Place launched its academy in 2012, after a pilot period.
Since then, more than 1,000 budding advisers have been welcomed through its doors, with 844 still part of the SJP network today.
While some have gone on to work within an existing practice, the academy has also led to the creation of 658 new SJP adviser businesses across England, Scotland, Wales and Northern Ireland.
Those qualifying through the academy come from all walks of life, with many seeking a second career, either coming from a financial services background or from a quite different discipline, while others join following higher education.
The academy has welcomed 66 ex-professional sports players and 29 with a military background. The average age of those graduating over the ten-year period is 34, compared with the industry average age of 57 for advisers.
In this episode of the Money Marketing podcast, chief reporter Lois Vallely chats to Andy Payne – head of the academy – and four graduates: Ovie Onomakpome, Marta Derpenska, Molly 0’Donnell, and Jack Benton.
We are quickly approaching the end of the year and in the November Month in review podcast, The Money Marketing team discuss the fallout of the Autumn Statement and some stand-out stories from this month. We also welcome back features editor, Maria Merricks! Listen now.
Justin Onuekwusi, Head of Retail Investments, EMEA, Legal & General Investment Management joins Kimberley Dondo to discuss his journey into financial services and why he has such a passion for mentorship in the industry. Listen to the new episode of In Conversation with now.
Feature writer, Amanda Newman Smith explains the benefits of internships and apprenticeships in financial services in her latest Weekend Essay podcast.
Richard Denning, CEO, M&G Wealth Platform joins Kimberley Dondo to discuss the evolution of platforms and where he hopes the industry will grow in the future.
In his latest Weekend Essay, reporter, Jean-Baptiste Andrieux shares his experience taking a professional exam for Investment Management Certificate (IMC). Listen below:
Daniel Wiltshire, Actuary & Independent Financial Planner, Wiltshire Wealth joins Kimberley Dondo in the latest episode of In Conversation With. They discuss his shift from actuary to financial planner and what he thinks can be done to attract more planners to the industry.
In his latest Weekend Essay, acting editor, Michael Klimes explains why boxers need financial advisers.
CISI and NextGen Planners joined forces to launch a new scholarship programme to create a new pathway for new talent joining the financial planning profession. In the latest episode of In Conversation With, Kimberley Dondo is joined by Sally Plant, Head Of Financial Planning, CISI & Adam Owen, Head of Content, Nextgen Planners to discuss how the programme came together and where they hope to see it grow.
Those wanting to register their interest ahead of the application process opening should email contact@nextgenplanners.co.uk
In his latest Weekend Essay, reporter, Momodou Musa Touray asks Will the crypto winter be over soon?
Kimberley Dondo is joined by, Charted financial planner, Charlene Coulbeck from Informed Financial Planning to discuss her entrance into financial services and what it means to be fully accredited with the Society of Later Life Advisers.
The Money Marketing editorial team came together to discuss the political upheaval and standout stories from October. They also give a sneak peek into the November issue.
In his latest Weekend Essay, acting editor, Michael Klimes examines the tumultuous political climate and what politicians could learn from Strictly Come Dancing.
In the latest episode of In Conversation With, Kimberley Dondo is joined by Benjamin Dyson, Chartered Financial Adviser at Foresight Wealth Strategists. They discuss his unique entrance into financial services and his insights into changes in financial services.
After delving into the world of alternative investments, chief reporter, Lois Vallely looks into whether art is a good investment.
In the latest episode of In Conversation With, Kimberley Dondo is joined by Chartered Financial Planner, Bowmore Wealth Group, Tom Henshaw. They discuss the process of inheriting clients and what is necessary to attract new talent.
In the final episode, Lois Vallely, chief reporter at Money Marketing, and Colin Simmons, business development manager at Pru, talk about retirement planning. We look at some of the different ways a client in decumulation can take an income, as well as top tips for accumulation against the backdrop of the current economic uncertainty and cost of living crisis.
In her latest Weekend Essay, feature writer, Amanda Newman Smith explains how her stance on digital and hybrid advice has evolved.
Katie Burgess is a money mentor at Women's Wealth specialising in advising women to attain financial independence and security. She talks to Kimberley Dondo in the latest In Conversation With episode, about the different approaches taken when advising women. Listen below:
In the second episode, Lois Vallely, chief reporter at Money Marketing, and Cat McInally, business development manager at Pru, explore investment smoothing and smoothed funds, and how they can be used to reduce volatility in a rocky economic climate. We also explore some of the misconceptions about the smoothing process.
In her latest Weekend Essay, digital content manager, Kimberley Dondo asks How close should financial advisers be to their clients?
From professional cricketer to a financial planner, Ben Stebbings, Financial Planner at Unity Wealth Management speaks to Kimberley Dondo about his transition into financial services during unprecedented times as well as why a holistic approach to financial planning is essential for clients.
The Money Marketing editorial has had a busy September. They sit down to discuss Money Marketing's flagship conference MMI London and the Money Marketing Awards. the fallout of the Mini-Budget, and what to look forward to in the upcoming October issue.
In the final episode, Michael Klimes, acting editor at Money Marketing, speaks to Amanda Ford, managing director of Tenet Financial Services, about how advisers can reach their potential as a self-employed adviser. We’ll also look at what attracts advisers to this lesser-known route.
In the first episode, Lois Vallely, chief reporter at Money Marketing, and John Allen, institutional development director at M&G Wealth, look at some of the key trends we are seeing in the market and how they are affecting platforms.
In the latest Weekend Essay podcast, feature writer Amanda Newman Smith asks Does wealth need to have a purpose?
In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to Ciaran Stark, a financial planner at Murphy Wealth. Listen as they discuss the benefits of internships and the difficulties facing fintech.
In the second episode, Lois Vallely, chief reporter at Money Marketing, and Warren Vickers, managing director of Tenet’s Compliance Services division, look at what it means to be directly authorised and how advisers can navigate regulatory change. We will also discuss how an adviser can sell their business.
Kevin Tse, Chartered Financial Planner at Robson Lister Wealth Management shares his journey from Mortgage Adviser to Finacial Planner in this week's In Conversation With, with Kimberley Dondo. Listen to the latest episode now.
In the first episode of our networks podcast series – in association with Tenet Group – Lois Vallely, chief reporter at Money Marketing, and Steve Jones, managing director of Tenet’s Adviser network, talk about the value of being part of a network. We’ll also look at how increasing regulatory scrutiny is impacting networks.
On 8 September 2022, Her Majesty Queen Elizabeth II sadly died at the age of 96, plunging the country, and the world, into a new era. For most of us, she has been the only monarch we’ve ever known. She’s been a constant in the post since before even many of our parents were born. For this week’s Weekend Essay, the Money Marketing team looks at how the financial landscape changed during Queen Elizabeth’s reign.
In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to the Director of True Financial Design, Lottie Kent. She shares how she helps women navigate their finances, pre, during and after divorce and the benefits of choosing a niche in financial advice.
As the cost-of-living crisis continues to affect millions of people, even the mid-affluent, financial wellbeing has arguably never been more important.
In this special episode of the Money Marketing podcast, chief reporter Lois Vallely chats to IFW founder and chair Chris Budd and vice chair Ruth Sturkey about what financial wellbeing means and why it is so important, and how a new branch of “philanthropic planning” is emerging.
The IFW – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – was granted ‘Institute’ status by the business secretary on 31 August.
Chris Budd will be speaking at Money Marketing Interactive London at etc.venues, 133 Houndsditch on 29 September, where he will explore what financial wellbeing really is and the opportunity it presents for advisers.
In his latest Weekend Essay, Jean-Baptiste Andrieux asks if advisers should be transparent about their political views with their clients in light of the Consumer Duty.
In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to the Managing Director of Taylor Financial Management, James Taylor. He talks about his transition from corporate banking to financial advice and how that influenced him in his career.
In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to Chartered Financial Planner, Co-Founder of Money Means, and Podcast Host of Her Future Bright, Chanelle Pattinson. They discuss her inevitable career in financial services and how being relatable is the answer to attracting new clients and aspiring advisers.
The Money Marketing editorial team discusses winning the B2B Title of the Year at the Headline Money Awards, exciting stories they have covered in August, and what to look forward to in the upcoming September issue.
In his latest Weekend Essay, reporter Jean-Baptiste Andrieux looks at his retirement options in a reflection on annuities.
Tanya Ibberson, The Financial WingWoman is on a mission to take the fear out of finances. She discusses the opportunities financial coaching can have with Kimberley Dondo in our latest podcast.
In her latest Weekend Essay, feature writer, Amanda Newman Smith asks Is divorce just another financial risk?
Emma Prince, Financial Planning Consultant at Quilter Financial Advisers took the plunge in the midst of the lockdown and chose to pursue a career in financial advice. Listen to the podcast as she details her progress in financial services with Kimberley Dondo, Digital Content Manager.
In his latest Weekend Essay, Michael Klimes shares his heartfelt account on the UK's social care system
From an aspiring PE teacher to now being a Trainee Financial Planner, Jade Shelton from Proposito Financial Planning has spent 9 years in financial services. Listen as she shares her thoughts with Kimberley Dondo, Digital Content manager on finding herself on this career path and her advice for other aspiring advisers.
As Bob Dylan once said 'The Times They Are A-Changin' and financial advisers need to be prepared for incoming Generation Alpha, Momodou Musa Touray states in his Weekend Essay.
In the latest episode of In Conversation With, Digital Content Manager, Kimberley Dondo speaks to Rory Albon, Assistant Financial Planner at Lyndhurst Financial Management. Detailing his transition from Amazon to paraplanner and now financial planner, Rory also shares his thoughts on financial coaching and attracting the next generation of advisers.
The Money Marketing editorial team discusses the tumultuous events of July, interesting interactions with the Pensions Minister and our readers as well as what to look forward to in the upcoming August issue.
Reporter, Jean-Baptiste Andrieux delves into the contentious topic of advisers and the clients they decide to onboard in his latest Weekend Essay podcast.
At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.
In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.
In the final episode, Rohan Sivajoti – co-founder of NextGen Planners – highlights how important it is that advisers try to help improve the wellbeing of everyone in society, not just the richest
Emmanuel Asuquo is a veteran financial adviser and media personality. His motivation stems from his dedication to helping everyday people, leading him to be dubbed financial adviser to the nation. Listen to the latest podcast as Digital Content Manager, Kimberley Dondo discusses his journey through financial services, what drives his passion for helping others with their finances and where he sees the industry progressing.
In her latest Weekend Essay podcast, feature writer, Amanda Newman Smith asks Does evening up the score undermine diversity and inclusion?
In the last episode, Amanda Newman Smith feature writer at Money Marketing, and Gregor Sked, Intermediary Development & Technical Manager from Royal London, discuss how multi-cover protection plans can help advisers satisfy the new Consumer Duty. We’ll also look at how these plans can be tailored to meet clients’ needs and budgets – which is particularly important given the current cost of living crisis.
At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.
In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.
This episode, Dr Thomas Mathar – insight manager at Aegon UK’s Centre for Behavioural Research – discusses why advisers should be trying to help their clients adjust their mindset to help improve financial wellbeing.
In the latest episode of our new podcast series, Digital Content Manager, Kimberley Dondo is joined by Jess McGuigan, Chartered Wealth Planner at Kingswood Group.
In this episode, Jess details her evolution from financial planning administrator to paraplanner and finally chartered wealth planner.
Amanda Newman Smith features writer at Money Marketing and Gregor Sked, Intermediary Development & Technical Manager from Royal London discuss the Consumer Duty in relation to the cost of living crisis and look at how advisers can make sure they meet the expected requirements of the new Duty when their clients are under increasing financial pressure.
And if you’d like to explore the tools we’ve mentioned today, visit adviser.royallondon.com/building resilience
At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.
In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.
In the first episode, Alison Gray – co-founder of Wellthy – talks about the important role of education in helping people improve their financial wellbeing.
In the first episode of our new series, Digital Content Manager, Kimberley Dondo is joined by Robyn Allen, director at Robyn Allen Solutions, a firm that specialises in protection advice. Robyn shares her personal journey of highs and lows in financial services and shares advice for aspiring advisers who want to stand out in the industry.
In Conversation with podcast, a series where we speak to notable figures in the realm of financial services. Listen as they share their personal journeys, thoughts on the industry and advice for aspiring advisers.
In his latest Weekend Essay, Acting Editor, Michael Klimes analyses the future of financial planning and how it reinforces a stereotype about advisers.
Amanda Newman Smith is joined by Shelley Read, from Royal London, and Financial Adviser Robyn Allen, from Robyn Allen Solutions, to discuss how the Consumer Duty will benefit clients and their families and take a closer look at what is meant by ‘good outcomes’ in terms of protection.
In the final episode of Adapting your advice for ESG series, chief reporter, Lois Vallely, and Bethan Dixon, Portfolio Manager at Quilter discuss the key challenges facing advisers when it comes to ESG investing and how it affects portfolio construction.
With a rise in romance on dating apps, reporter Jean-Baptiste Andrieux investigated how scammers seduce their victims in his latest Weekend Essay.
We are halfway through the year, and the editorial team at Money Marketing once again gathered to discuss highlights from the June issue, as well as share some highlights from the upcoming July issue.
The Consumer Duty applies to adviser firms of all sizes, so today we’re taking a look at how advisers can start to get ready for the changes.
Amanda Newman Smith is joined by Shelley Read, from Royal London, and Financial Adviser Robyn Allen, from Robyn Allen Solutions, to discuss the new responsibilities that advisers have to fulfil and how providers can help to support them.
In the second episode of Adapting your advice for ESG series, chief reporter, Lois Vallely, and Andy Miller, Investment Specialist at Quilter discuss integrating ESG into the advice journey.
In this week's Weekend Essay podcast, feature writer, Amanda Newman Smith asks Is regulation inspiring or a passion killer?
In the first episode of Adapting your advice for ESG series, chief reporter, Lois Valley and Andy Miller, Investment Specialist at Quilter discuss the implications of regulators placing greater scrutiny on ESG for advisers and how they can stay ahead of the curve.
It has been a year since reporter, Momodou Musa Touray started his journey at Money Marketing and in his latest Weekend Essay he shares what he has learned along the way.
In the first episode of our Consumer Duty and protection podcast series, Amanda Newman Smith is joined by Shelley Read and Gregor Sked, Intermediary Development & Technical Managers from Royal London. They take a closer look into the FCA’S new Consumer Duty - due to be published by 31 July – to discuss what the rules are expected to look like, and how the changes could affect business practices for protection advisers.
In her latest Weekend Essay, Lois Vallely shares her account of her first year at Money Marketing
The editorial at Money Marketing sit down to discuss highlights from the May issue, give sneak speaks into the June issue and share their excitement about making the Headlinemoney Awards shortlist.
In her latest Weekend Essay, feature writer Amanda New Smith explains the difficulties that can come when standing up against poor service.
In his latest Weekend Essay, news editor Michael Klimes explains Why we must end Londongrad
Reporter, Jean-Baptiste Andrieux shares his experience of growing up in a Vietnamese household and the lessons he learned about finances in his latest Weekend Essay.
Navigating finances and taxes can be difficult at the best of times but when you aren't native to the country you currently live in, the difficulty can double. Reporter, Jean-Baptiste Andrieux, shares his personal account in his latest Weekend Essay.
In our first in-person podcast recording, the Money Marketing editorial team discusses the articles that stood out to them and give the audience a little sneak peek into the May 2022 issue.
In her latest Weekend Essay, Amanda Newman Smith shares a personal account about family estrangement and how that may have an effect on advisers.
We are living in the age of information which can be powerful and enlightening but, news editor, Michael Klimes asks "Is access to information always good for advice?"
In her latest Weekend Essay, feature writer Amanda Newman Smith discusses the difficulties of navigating the world of technology and how that can affect advisers.
Reporter, Jean-Baptiste Andrieux gives his personal account of his first year working in financial journalism and at Money Marketing.
With all the anticipation of the Spring Statement and several other stories across the industry, the editorial team at Money Marketing discusses the articles that stood out to them and give the audience a little sneak peek into the April 2022 issue.
In his latest Weekend Essay, reporter Jean-Baptiste Andrieux reflects on ESG and its future for investors
In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Sarika Dhanjal, Progeny, Head of Training and Competence.
Sarika joined Progeny as the Head of Training and Competence in July 2021, with responsibility for driving clear, strategic learning and development pathways and supporting the next generation of professionals within the Progeny Academy, as well as holding responsibility for the delivery of Progeny’s training and competence scheme. Having previously worked at adviser support group, Tenet, as the Head of Training and Mentoring, Sarika boasts a wealth of experience supporting new advisers through their induction and learning journey.
A computer science graduate, Sarika started her financial services career in the banking sector and is QCF Level 4 and CeMap qualified. In her spare time, she enjoys travelling, eating out and spending time with her two young children.
If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
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Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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Conversations about fertility can be awkward, especially when those conversations involve finances. In her latest Weekend Essay, feature writer Amanda Newman-Smith examines how financial advisers can address having these conversations with clients.
In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Founder of Rainchq, Davinia Tomlinson.
Davinia is the award-winning founder of rainchq, a business she set up to help women take control of their financial futures. She has over 15 years of experience across the investment management and professional services industries including roles at Fidelity Investments and PwC. Davinia has a First Class Honours degree from Aston University, an Executive MBA from Cass Business School, and holds the Investment Management Certificate (IMC). Outside of rainchq, Davinia is a Trustee at Talawa Theatre company, established more than 30 years ago to improve diversity in the arts. She has two young daughters and splits her time between London and the Caribbean.
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Connect with Davinia at: www.rainchq.com Instagram
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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Becoming chartered is not an easy road, but the sense of achievement at the end is exhilarating. In this episode of the Money Marketing podcast, chief reporter Lois Vallely chats with two of the winners of the St James’ Place Chartered Awards – Nicola Crosbie and Tony Anderson – to find out why they took this road, and why they would definitely recommend it to others.
Addressing your own basic financial needs can be complex, reporter Jean-Baptiste Andrieux finds in his latest Weekend essay.
In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Managing Director at moneyinfo, Tessa Lee.
With more than twenty years of experience working in financial advice and fintech, Tess joined moneyinfo in 2010 and took over as Managing Director in 2016. She loves tech and is passionate about delivering well-designed solutions to advice firms big and small. Her belief that our people and our clients must be at the very heart of what we do informs her approach to software delivery and supporting clients in the roll-out and adoption of moneyinfo. Tess has directed several large-scale programmes, delivering client-facing and advice tech solutions for wealth managers, DFMs, and financial planners. She has extensive programme and project management experience and holds several CII Financial Planning qualifications. But while she's not running the show here at moneyinfo, Tess can be found running around the hockey pitch, or running round the park with her German Shepherd, Keira. Always first to the karaoke to blast out some Whitney, Tess is a sucker for an 80s classic! An avid card player, Tess hopes she wins the 'Million Dollar Bill' and isn't left saying 'I have Nothing' at the end of the game! If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
Join the community, on Instagram - @herfuturebright Connect with Tessa at: LinkedIn
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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In her latest Weekend Essay podcast, chief reporter Lois Vallely asks if a Chanel handbag is a good investment to diversify your portfolio?
In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Aspiring Financial Planner, Kate Evans.
After spending years dreading Monday mornings and mumbling a standard ‘yeah, it’s ok thanks’ to anyone who asked about work, Kate decided enough was enough and finally did something about it. That it, was a complete career change into the world of Financial Planning. As an aspiring Financial Planner, you’ll find her currently honing her attention to detail and ability to focus as a Paraplanner at Lucent Financial Planning. 12 months in, if you ask her about work, you’ll see a sparkle in her eye before she launches into how much she’s loving what she does! If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
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Connect with Kate on Linkedin.
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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The three-strikes rule for income protection (IP) is a little talked about subject in the protection sector. Reporter, Momodou Musa Touray explores how unfair this rule can be in his latest Weekend Essay podcast.
In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by financial journalist and Money Marketing alumni, Sonia Rach.
Sonia Rach is a seasoned financial journalist who is currently sitting exams towards the CII’s Diploma in Regulated Financial Planning. Since joining the world of financial journalism in 2017, Sonia has worked at various trade press titles including Money Marketing. Prior to this, she spent three years in HR journalism where her interest in finance first sparked after she began writing about pensions and auto-enrolment. Sonia’s career in journalism commenced after she completed an undergraduate degree in English Literature with Journalism from the University of Hertfordshire and an exchange programme at Stony Brook University in Long Island, New York. If you enjoyed the episode, please do share it and leave a review. Make sure you subscribe to keep up to date with the latest episodes.
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Connect with Sonia at: LinkedIn, Instagram
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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Moving swiftly through the shortest month in the year with some great stories and exclusives, the editorial team at Money Marketing discusses the articles that stood out to them and give the audience a little sneak peek into the March 2022 issue.
In his latest Weekend Essay, news editor, Michael Klimes gives some insight into the painful outcomes that not taking financial advice can have.
In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by the Managing Director of The Mortgage Girl, Samantha Bickford.
Samantha Bickford has substantial experience in the area. Sami, as a young female in the industry, became increasingly surprised by the lack of women breaking through into the industry to start a career in financial services. Sami felt there was a big gap in the market for a modern mortgage and equity release company with a point of difference. Sami is driven to make positive changes in the industry through the establishment of the two brands, whilst also providing excellent, client-focused service through empowerment, education, and support, our business ethos. If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
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Connect with Samantha at: LinkedIn, Instagram, themortgagegirl.co.uk
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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In this final episode, editor at Money Marketing, Katey Pigden is joined by Christina Rigby, product owner at Royal London, Gary Gavrilovic, director at City Mortgage Solutions and Adam Higgs, head of research at Protection Guru to discuss the advantages for clients in choosing to buy advised protection products rather than direct offerings.
They'll also look at why plans which include meaningful and tangible extras can also help bolster protection conversations and provide compelling reasons to recommend certain protection products and providers to your clients.
Catch up on all the episodes from the Protection & Wellbeing Series in association with Royal London.
Confidentiality is important but in her latest Weekend Essay, feature writer, Amanda Newman-Smith examines how confidentiality around wellbeing could have its setbacks.
In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by the founder of This Girl Invests, Prerna Khemlani.
Khemlani ACA is a qualified chartered accountant, a Finance Manager at Coca-Cola Europacific Partners, and a One Young World Ambassador. This Girl Invests which has been featured on Glamour UK and Cosmopolitan UK. This Girl Invests’ mission is to help reduce the gender investment gap by using education as a tool to empower women to invest and to feel #financiallyconfident. This is achieved by creating simplified (jargon-free) personal finance & investment content, online courses, and webinars.
Prerna also raises awareness by delivering corporate & university talks to a wide range of investors, a few client examples include multinational swiss pharmaceutical Roche, UC Santa Barbara & The Junior League of Charlotte. If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
Join the community, on Instagram - @herfuturebright
Connect with Prerna at: www.thisgirlinvests.co.uk and Instagram
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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Editor at Money Marketing, Katey Pigden is joined by Christina Rigby, Product Owner at Royal London and Simon Jay, CCO at Thrive: Mental Wellbeing to discuss why having access to good quality, early care mental health service is key to providing a well-rounded support package with advised protection.
In her latest Weekend Essay, feature writer, Amanda Newman-Smith asks would a cooler image attract more young people into the advice profession?
In association with Money Marketing, host of Her Future Bright Podcast, Independent Financial Adviser, Chanelle Pattinson talks to Eleanor Eason a portfolio manager at a UK bank, looking after clients' investment portfolios.
She has a passion for educating others on investments and is determined to close the many gender financial gaps that exist here in the UK today. This led her to start up @sqhermile which is an Instagram page dedicated to making money management simple. Having worked in finance for the last eight years, she has seen the world change from a heavily male-dominated world, largely unaccepting of females to one where females are welcomed and encouraged to shine. It’s expected that 56% of the UK’s wealth is expected to be female by 2025… the industry serving these clients needs to be the same. Join the community, on Instagram - @herfuturebright Connect with Eleanor at: https://www.instagram.com/sqhermile/
In the third episode of our wellbeing series, editor, Katey Pigden chats with Christina Rigby, Product Owner at Royal London, and Ian Prangley, Managing Director at TrackActiveMe, about the impact that common musculoskeletal problems can have on a person's everyday life and ability to work.
They also discuss the importance of providing access to day-to-day wellbeing and recovery support services within a protection plan. Royal London’s Helping Hand support service includes access for the plan owner to a range of online wellbeing services – among them TrackActiveMe, which can provide personal support to help improve customers' physical health.
In her latest Weekend Essay, Chief Reporter, Lois Vallely asks if we need more financial therapists to guide clients to make better choices.
As January has drawn to a close, the editorial team at Money Marketing discuss their stand-out stories as well as what readers have to look forward to in February 2022.
In the second episode of our wellbeing series, Katey Pigden, editor at Money Marketing talks to Christina Rigby, Product Owner at Royal London, and Sally Powell, General Manager, PAI Health to discuss the importance of providing support for people to look after a key area of wellbeing – physical activity and heart health - within an advised protection plan.
Royal London’s Helping Hand support service includes access for the plan owner to a range of online wellbeing services – among them PAI health. We discuss why access to early care medical services, such as PAI, can help people to understand key areas of their health. And we look at how personalised recommendations and small changes to lifestyle can help improve a person’s overall health and reduce the risks of non-communicable disease, such as heart attacks, strokes and cancer.
In his latest Weekend Essay, reporter Jean-Baptiste Andrieux details the ups and downs of being a foreign adviser in the UK.
In the first episode of the Protection & Wellbeing Podcast, brought to you by Royal London, editor at Money Marketing, Katey Pigden is joined by Christina Rigby, product owner at Royal London, and Alex Heaton, founder and ceo at LiveSmart UK.
In this episode, they discuss:
- the importance of providing access to early care, preventative, medical services in a protection plan.
- Why offering tangible benefits to customers - that are linked to maintaining or improving their health and wellbeing – is a responsible step for providers to take, to help protect customers’ health and build their financial resilience.
- Royal London's efforts in enhancing its Helping Hand service, which is available with all advised protection plans, to include a range of online wellbeing services to help plan owners understand how small changes in their lifestyle can help to improve their overall health, and to help stop health small issues now becoming bigger problems later on.
Listen out for the next episode of Protection & Wellbeing Podcast which is a series in association with Royal London, coming out every Monday.
In this week's Weekend Essay podcast, Amanda Newman Smith, feature writer, shares a personal and beautiful account of the intricacies of fitting in when considering social mobility.
In this week's Weekend Essay podcast, news editor, Michael Klimes tells us why we need more people like Labour MP Frank Field.
In her first weekend essay of the year, feature writer, Amanda Newman Smith asks Do we expect more for less from advisers?
In our final weekend essay of the year reporter, Jean-Baptiste Andrieux looks forward and asks What do advisers want in 2022?
The Money Marketing editorial team come together to discuss some notable moments from 2021 and what they anticipate will come in 2022.
Reporter Momodou Musa Touray asks whether the advice sector needs to do more to tackle poor advice.
In our latest Weekend Essay , News Editor, Michael Klimes examines whether compound interest really is the eighth wonder of the world.
NFTs have garnered a lot of popularity in recent years. Digital Content Manager, Kimberley Dondo analyses whether they are the new frontier or investments or just a fad.
In this week's Weekend Essay, Chief Reporter, Lois Vallely gives insight into the difficulties we can all face when consolidating our pension pots and how the pensions industry needs to get with the times.
In her latest Weekend Essay, Feature Writer, Amanda Newman Smith builds the business case for diversity and inclusion in financial services.
For this week's Weekend Essay, Feature Writer, Amanda Newman Smith asks whether we should spare a second thought about financial education for high net worth individuals.
This episode is brought to you in association with Pru, part of M&G plc. Charlotte Richards and Catriona McInally, business development manager at Pru discuss what options are available for a sustainable lifestyle, and how advisers can do the right due diligence for matching ESG beliefs to their investment objectives.
Does Cop26 matter to you? Lois Vallely, Chief Reporter gives insight into how Cop26 affects financial services in the latest Weekend Essay.
In her debut weekend essay, Kimberley Dondo, Digital Content Manager discusses the financial difficulties some may face when they move abroad.
Amanda Newman-Smith, Feature Writer at Money Marketing argues that intergenerational financial planning should be a priority for everyone not just the wealthy, in her Weekend Essay.
Momodou Musa Touray, a reporter at Money Marketing, details why we need to start taking Income Protection more seriously in our Weekend Essay.
In her latest weekend essay, Amanda Newman Smith, Feature Writer delves into the importance of having an online presence as an adviser and how it can affect a potential client's perceptions.
As energy companies hike up their prices, Lois Vallely – Chief Reporter asks if investors should be concerned in this week's Weekend Essay.
Amanda Newman-Smith Feature writer at Money Marketing considers what it means to go above and beyond for clients in this week's Weekend Essay.
Traditionally, wealth has passed from one generation to the next upon death, but as life expectancy increases and society shifts, the generation known as the baby boomers (those born between 1946 and 1964) – many of whom are now reaching retirement – are the wealthiest generation in society. But they are finding themselves caught between elderly parents – many of whom need care – and adult children struggling with university debts, increased living costs and soaring house prices. So how do families ensure wealth is spread across generations, so it benefits everyone?
Money Marketing chief reporter Lois Vallely catches up with Quilter advisers Tracy Crookes and Heather Owen, to talk about how advisers can support families with their intergenerational wealth strategies.
For this Weekend Essay, News Editor at Money Marketing Michael Klimes delves into the social care crisis and whether Boris Johnson's plans make any sense.
An intergenerational wealth transfer strategy is something that advisers cannot afford to ignore, both from a business perspective and a financial planning perspective.
In this podcast, Money Marketing feature writer Amanda Newman Smith asked Quilter’s retirement expert Ian Browne for his thoughts on the importance of family financial planning and some of the issues that advisers might want to consider when trying to appeal to different generations.
This is the second episode of our podcast series on intergenerational wealth in association with Quilter.
For the latest Weekend Essay, Jean-Baptiste Andrieux, Reporter at Money Marketing delves into how financial advisers can add Instagram and TikTok to their professional toolkit.
In this week's Weekend Essay, Lois Vallely outlines the important implications of the UN's latest climate report for financial services and why it should be taken seriously.
In this week's Weekend Essay Amanda Newman Smith, Feature writer at Money Marketing explains why overworking doesn't always pay off.
In this week's Weekend Essay, News Editor at Money Marketing Michael Klimes inspired by an open letter from the Prime Minister and Chancellor to the pensions industry he asks whether it is a good idea to make his pension illiquid.
This week, Money Marketing reporter Momodou Musa Touray details how the pandemic and investment curiosity created the perfect storm for the rise and rise of DIY investors.
In this week's Weekend Essay Podcast Money Marketing reporter, Jean-Baptiste Andrieux discusses the complex relationship between reporters and financial advisers.
In this week's Weekend Essay, Editor at Money Marketing Katey Pigden explains why we all need to bring protection back to the forefront of our financial decisions.
Amanda Newman Smith, features writer at Money Marketing questions whether overcoming the challenges presented by data quality will help improve financial advice for all.
Money Marketing Investment editor Charlotte Richards details the pitfalls of posting on social media without thinking about the repercussions to your life and business. Listen to our latest Weekend Essay podcast.
Is there too much jargon in the financial services industry? asks Money Marketing reporter Momodou Musa Touray for our latest Weekend Essay podcast. As a newbie in the financial services industry, and he has something to say about the process of demystifying the wide use of jargon, abbreviations, and acronyms.
Can my pension save the world? asks Money Marketing News Editor Michael Klimes for our latest Weekend Essay podcast.
Will the B Corp movement catch on in financial services? asks Money Marketing chief reporter Lois Vallely for our latest Weekend Essay podcast.
Members of Money Marketing's editorial team come together again to talk about how the profession can work towards breaking down barriers to bridge the advice gap.
This special podcast episode is in association with Royal London.
As part of Money Marketing's Weekend Essay series, features writer Amanda Newman Smith looks at why we need to normalise death as a part of life and how facing up to our protection needs is a big part of that.
Members of Money Marketing's editorial team gather to talk about what is meant by the term advice gap and some of the barriers preventing people from accessing financial advice.
This special podcast episode is in association with Royal London.
If advisers' conversations on Twitter of late are anything to go by then it seems providers have a lot to do to get their customer service up to scratch.
Money Marketing's reporter Jean-Baptiste Andrieux looks at if there's such a thing as great customer service.
Dealing with the complexities of one country's pension system can be difficult enough but our reporter Jean-Baptiste Andrieux is trying to get his head around two.
In this episode of Money Marketing's Weekend Essay series he takes a look at the differences between the French and British systems.
How can we encourage more young people to take up a career in financial advice? What may be stopping them from doing so? In this episode of our Weekend Essay series, features writer Amanda Newman-Smith looks at how we might be able to widen the path.
Money Marketing's new reporter Jean-Baptiste Andrieux explains why he's not sold on the idea of cryptocurrencies and gives some great insight as to how we can look to make financial advice more attractive to younger investors.
For our full archive of Weekend Essays visit the Money Marketing website.
Features writer Amanda Newman Smith may not have known much about the world of personal finance when she first joined Money Marketing, but she certainly does now.
In our latest Weekend Essay she explains how we can all do our bit to encourage savers to put their trust in financial advisers.
For our full archive visit the Money Marketing website.
This episode of our Weekend Essays series looks at the not so simple pensions system we have ended up with. Money Marketing's news editor Michael Klimes talks us through some of the changes we have seen over the years.
For our full archive visit the Money Marketing website.
In our latest episode of our Weekend Essays, Money Marketing's senior reporter Sonia Rach looks to tackle the topic of gender and the imbalance in financial services.
In our latest episode of our Weekend Essays, Money Marketing's features writer Amanda Newman Smith looks to fill in the blanks in financial education.
For our full archive visit the Money Marketing website.
Culture is the regulatory buzzword du jour. But pinning down the concept can be tricky. Justin Cash goes on a mission to discover what culture really means.
For our full archive of Weekend Essays, visit the Money Marketing website.
Senior pensions reporter Michael Klimes speaks to those who have been there to understand what makes fraudsters tick, and what advisers can do to stop them.
For our full archive of Weekend Essays, visit the Money Marketing website.
Financial planner Daniel Elkington takes a philosophical glance at why losing money might be immoral, and how to ensure fees are fair for both advisers and their clients.
For our full archive of Weekend Essays, visit the Money Marketing website.
Investment editor Charlotte Richards uses the experience of her own disability to take a look at how providers and advisers need to step up to the plate on dealing with different kinds of clients.
For our full archive of Weekend Essays, visit the Money Marketing website.
Demand for sustainable investing is soaring. But do advisers have the tools to keep up? Sonia Rach explores in our latest Weekend Essay.
For the full archive, visit the Money Marketing website.
In the latest in our series of Weekend Essay, news editor Katey Pigden takes a trip into her own family's story to look at why financial services needs better processes to deal with death and money.
Fund managers make bumper margins rarely seen in other industries. Is the reason because investors associate price with quality?
To view our archive of Weekend Essays, click here.
The Money Marketing team weigh in on a hotly-anticipated Budget announcement, before handing the floor over to some industry titans to find out what it all means for financial advisers.
As he prepares to depart the publication for pastures new, editor Justin Cash looks at what he has learned about managing his own money while running Money Marketing.
All of our Weekend Essays are also published on the Money Marketing website, to view them all in one place, visit https://www.moneymarketing.co.uk/tag/mm-weekend-essay/
Can virtual reality really transform the way financial advice is given? We find out in our latest Weekend Essay.
All of our Weekend Essays are also published on the Money Marketing website, to view them all in one place, visit https://www.moneymarketing.co.uk/tag/mm-weekend-essay/
With the help of author David Ricketts, AJ Bell's Ryan Hughes, and lawyers Leigh Day, Money Marketing dives into a dramatic seven days in the history of the Woodford saga.
Independent financial advice is under threat, or so its critics claim. Yet there are compelling reasons it should stand up to the challenge.
'Value' is the watchword at the FCA right now. But what does it actually mean? And who on earth should be the judge?
In the third instalment of our Weekend Essay series, we take a deep dive into how murky investment advice is circulating on social media platforms like TikTok.
In our latest long-read, Money Marketing editor Justin Cash takes a deep dive into why adviser lock-ins are causing trouble across the sector.
In the first of a new series of weekend long-reads, editor Justin Cash examines why footballers and fans alike are a prime target for high-risk investment schemes.
2021 hasn't quite got off to the start we hoped. So why not cheer yourself up with Money Marketing's Big Advice Quiz, as our team takes a light-hearted grilling on some of the key moments of the year gone by.
In our final podcast of the year, SJP investment director Rod Gardner presents his outlook for retirees in 2021. What can Captain Tom teach us about pensions? Why is demographic change such a threat? And why is Gardner a "pessimistic optimist" about the future of retirement?
US financial planning legend George Kinder joins the Money Marketing podcast to digest the results of the US election and what it might mean for the profession of planning in America.
Money Marketing editor Justin Cash stays up deep into the night to bring you the latest analysis of the US Election race
Barnett Waddingham's James Jones-Tinsley looks at what recent court battles mean for advisers and unregulated investments
We take a deep dive into commercial property purchases in Sipps with Barnett Waddingham's James Jones-Tinsley
Money Marketing catches up with Mr Sipp himself, John Moret, to talk about how the Sipp market is evolving to meet cash needs
Our expert panel take on the complex world of decumulation planning. For more see https://just.moneymarketing.co.uk/the-map-for-a-better-retirement/p/1
Financial Care Solutions' Catriona Lumiste walks us through how advisers can get on top of long term care planning
Schroders' Hannah Simons takes a look at the past, present and future of responsible investing to round off our 10-part series
Morningstar's Dan Kemp helps us crunch the numbers on where the responsible investing boom is at its strongest
Are schemes taking responsible investment seriously? We talk to the PLSA's stewardship lead to find out
ImpactLens' co-founder on how advisers can get reliable information about responsible investing
ESG advice specialists The Path discuss some of their strangest client requests and their top tips for teasing out a prospect's moral compass
The UK Sustainable Investment and Finance Association's campaigns chief on how lockdown hasn't stopped their lobbying efforts
Last night, EQ Investors scooped Money Marketing's coveted Best ESG Adviser title. We catch up with director Jeannie Boyle to find out why
Editor Justin Cash dives into exclusive research on what's really holding IFAs back
from responsible investing
In the first in a special fortnight of broadcasts dedicated to responsible investing, Lee Robertson looks at why clients and advisers are feeling the heat on ESG
Ahead of a new series on responsible investing, Money Marketing catches up with the former Bank of England governor's talk at Pimfa's recent Virtual Fest
Money Marketing editor Justin Cash chairs a top flight panel looking to the future of the profession
As a specialist financial planner for the medical profession, Wesleyan knows a thing or two about how tough their lives can be. Senior consultant Jonathan Halberda walks us through how clients have coped.
The veteran fund manager on the shape of the recovery, and whether certain investing styles will fall out of fashion as a result of the crisis
Sandringham boss Tim Sargisson looks at how technology can power advice firms to greater things, but can't replace the human touch at a time of need
Money Marketing's editor Justin Cash is kindly invited to discuss the magazine's approach to diversity at a meeting of the Women in Platforms group
While the crisis will have hit immediate plans, advisers are still in line for solid pay packets on the other side, according to recruitment consultant Paul Harper
Strategic Solutions boss Kevin Forbes mounts a passionate defence of planners giving back to the community - and the next generation - during the coronavirus crisis
Portfolio manager Simon Barnard tells us how he is piloting Smithson - the trust the star manager helped fund - through choppy waters