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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

16:03

In Conversation With…Benjamin Gilbert, Senior...

The Money Marketing Podcast ·

2023/12/04

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,

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05:26

Why becoming a parent sharpens those financial questions

The Money Marketing Podcast ·

2023/12/01

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:

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13:25

Pensions & Protection Podcast: Pension Resilience:...

The Money Marketing Podcast ·

2023/11/29

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

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36:25

In Conversation With…Nicolo Bragazza, Portfolio...

The Money Marketing Podcast ·

2023/11/27

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:

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05:57

Would being super rich solve all my problems?

The Money Marketing Podcast ·

2023/11/24

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:

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27:06

Autumn Statement 2023

The Money Marketing Podcast ·

2023/11/24

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:

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27:36

In Conversation With...James Jones-Tinsley,...

The Money Marketing Podcast ·

2023/11/22

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

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33:03

In Conversation With... Alasdair Walker, chartered...

The Money Marketing Podcast ·

2023/11/20

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.

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05:02

We need to use cash, or we’ll lose it

The Money Marketing Podcast ·

2023/11/17

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

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19:41

In Conversation With… Justin Macrae, COO, Fortunis...

The Money Marketing Podcast ·

2023/11/13

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.

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09:10

’Over and out’ - A goodbye message from Katey Pigden

The Money Marketing Podcast ·

2023/11/10

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!

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27:29

In Conversation With… Jess Franks, Head of Investment...

The Money Marketing Podcast ·

2023/11/06

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.

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10:47

Why compulsory maths doesn’t add up

The Money Marketing Podcast ·

2023/11/03

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.

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51:01

Month in Review – October 2023

The Money Marketing Podcast ·

2023/11/02

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:

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28:28

Pensions & Protection Podcast: Business Protection...

The Money Marketing Podcast ·

2023/11/01

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.

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25:15

In Conversation With… Kerry Seymour, clinical...

The Money Marketing Podcast ·

2023/10/30

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’.

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22:00

Pensions & Protection Podcast: Navigating Consumer...

The Money Marketing Podcast ·

2023/10/25

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

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28:52

In Conversation With… Niki Cooke, CRO at Protection Guru

The Money Marketing Podcast ·

2023/10/23

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

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05:15

How workplaces can help reduce the advice gap

The Money Marketing Podcast ·

2023/10/20

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:

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19:57

Pensions & Protection Podcast: Navigating Consumer...

The Money Marketing Podcast ·

2023/10/18

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

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260 results

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