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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

07:22

Weekend essay: Keeping an open mind on equity release

The Money Marketing Podcast ·

2024/03/22

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:

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24:06

In Conversation With… Pension Lab founder Scott Phillips

The Money Marketing Podcast ·

2024/03/20

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.

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07:46

Weekend Essay – Why doesn’t money grow on trees?

The Money Marketing Podcast ·

2024/03/15

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:

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25:58

In Conversation With... Nick Henshaw, Head of...

The Money Marketing Podcast ·

2024/03/13

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:

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06:47

Weekend Essay: So you think the City isn’t sexist?

The Money Marketing Podcast ·

2024/03/08

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.

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21:28

Podcast: Spring Budget 2024 Analysis with Chris Jones...

The Money Marketing Podcast ·

2024/03/06

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:

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32:55

In Conversation With... Cathi Harrison, CEO at The...

The Money Marketing Podcast ·

2024/03/06

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:

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05:59

Weekend Essay: New mums have enough on their plate...

The Money Marketing Podcast ·

2024/03/01

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.

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30:30

Month in Review – February 2024

The Money Marketing Podcast ·

2024/02/29

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:

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41:56

In Conversation With... Amyr Rocha Lima, managing...

The Money Marketing Podcast ·

2024/02/28

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.

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05:25

Weekend Essay: And now for something completely familiar

The Money Marketing Podcast ·

2024/02/23

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:

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41:03

In Conversation With... Franklin Templeton's UK...

The Money Marketing Podcast ·

2024/02/21

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:

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05:32

Weekend Essay: Being single is so expensive

The Money Marketing Podcast ·

2024/02/16

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:

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34:02

In Conversation With…Nathan Waldron and Ryan Nobbs,...

The Money Marketing Podcast ·

2024/02/14

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

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04:59

Weekend Essay: My wake-up call

The Money Marketing Podcast ·

2024/02/09

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

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25:24

In Conversation With… Kunal Desai, Emerging Markets...

The Money Marketing Podcast ·

2024/02/07

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:

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37:32

Podcast: Month in Review – January 2024

The Money Marketing Podcast ·

2024/02/06

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:

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07:12

Weekend Essay: How can we demystify the world of...

The Money Marketing Podcast ·

2024/02/02

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:

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35:49

In Conversation With… Alastair Black, Head of Savings...

The Money Marketing Podcast ·

2024/01/31

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:

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11:32

Weekend essay: Blitzing the myths about financial...

The Money Marketing Podcast ·

2024/01/26

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

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249 results

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