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PODCAST

The Money Marketing Podcast

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

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All Episodes

38:45

Pensions and Protection Podcast: Inheritance Tax on...

The Money Marketing Podcast ·

2025/10/06

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

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46:09

MM Unpacked: The Future of Wealth & Work

The Money Marketing Podcast ·

2025/09/29

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

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44:17

MM Talks: D&I in Financial Services – Beyond the...

The Money Marketing Podcast ·

2025/09/10

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

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38:37

MM Unpacked: Financial scams, pensions IHT U-turn &...

The Money Marketing Podcast ·

2025/08/27

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:

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28:43

Protection and Pensions Series: Building Investor...

The Money Marketing Podcast ·

2025/08/18

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

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29:07

MM Talks: Rick Gosling on Finfluencers, Gen Z & the...

The Money Marketing Podcast ·

2025/08/06

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:

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34:03

MM Unpacked: FCA Targeted Support, Young Talent &...

The Money Marketing Podcast ·

2025/07/30

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.

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30:17

In Conversation With... William Marshall: Investment...

The Money Marketing Podcast ·

2025/07/09

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

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07:30

Weekend Essay: Communicating the protection message...

The Money Marketing Podcast ·

2025/06/13

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.

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26:59

In Conversation With... Roderic Rennison: 50 Years of...

The Money Marketing Podcast ·

2025/06/11

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.

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19:10

In Conversation With... Bryn Williams: The...

The Money Marketing Podcast ·

2025/06/04

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

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41:14

Protection and Pensions Series: How Regulatory Shifts...

The Money Marketing Podcast ·

2025/06/02

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

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27:06

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

The Money Marketing Podcast ·

2025/05/28

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

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36:02

In Conversation With... Alexander Thomas: When...

The Money Marketing Podcast ·

2025/05/21

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

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05:11

Weekend Essay: How my two-year-old is breaking the...

The Money Marketing Podcast ·

2025/05/16

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?

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29:21

In Conversation With... Chris Lewis on the Past,...

The Money Marketing Podcast ·

2025/05/14

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.

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11:46

In Conversation With... Symon Stickney: Making Sense...

The Money Marketing Podcast ·

2025/05/07

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

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28:04

In Conversation With... Simon Harvey: Building a...

The Money Marketing Podcast ·

2025/04/30

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

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25:32

In Conversation With... Charles Jillings on Emerging...

The Money Marketing Podcast ·

2025/04/23

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

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21:16

In Conversation With... Andrew Tully: Navigating...

The Money Marketing Podcast ·

2025/04/16

In this episode of In Conversation With..., host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what’s ahead in 2025.Whether you're looking to refine your IHT advice or get

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