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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

07:30

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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19:22

Protection and Pensions Series: Navigating NI Hikes,...

The Money Marketing Podcast ·

2025/04/14

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

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20:44

In Conversation With... Bryn Jones: A Fixed Income...

The Money Marketing Podcast ·

2025/04/09

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.

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20:47

In Conversation With... Mark Sanderson: Supporting...

The Money Marketing Podcast ·

2025/04/02

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.

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06:07

Weekend Essay: On the hunt for long-lost assets

The Money Marketing Podcast ·

2025/03/28

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:

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25:23

Money Marketing Podcast: Statement or just Chat?

The Money Marketing Podcast ·

2025/03/26

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.

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38:51

In Conversation With... Miranda Seath: Shaping an...

The Money Marketing Podcast ·

2025/03/26

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.

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07:37

Weekend Essay: Frankie Dettori and his finances are a...

The Money Marketing Podcast ·

2025/03/21

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:

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40:17

In Conversation With... Tom Ham & Hayley Rabbets:...

The Money Marketing Podcast ·

2025/03/19

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

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260 results

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