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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

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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07:32

Weekend Essay: IWD stands for nothing unless certain...

The Money Marketing Podcast ·

2025/03/14

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:

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21:22

In Conversation With... Mark Devlin: Navigating Tax...

The Money Marketing Podcast ·

2025/03/12

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.

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37:55

In Conversation With… Yasmina Siadatan: Technology’s...

The Money Marketing Podcast ·

2025/03/05

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

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06:26

Weekend Essay: Maybe a financial coach can help...

The Money Marketing Podcast ·

2025/02/28

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:

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29:11

In Conversation With... Dan Boardman-Weston:...

The Money Marketing Podcast ·

2025/02/25

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:

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07:22

Weekend Essay: Why I’m torn over the right for cancer...

The Money Marketing Podcast ·

2025/02/21

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.

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23:14

In Conversation With… Andy O’Regan: The Future of CDC...

The Money Marketing Podcast ·

2025/02/18

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?

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05:37

Weekend Essay: Love is in the air, not in the wallet

The Money Marketing Podcast ·

2025/02/14

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?

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24:03

In Conversation With... Anick Sharma on Transparent...

The Money Marketing Podcast ·

2025/02/11

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.

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06:14

Weekend Essay: Financial advisers should reassess...

The Money Marketing Podcast ·

2025/02/07

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

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32:15

In Conversation With Will Fraser-Allen: How to...

The Money Marketing Podcast ·

2025/02/05

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

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46:08

MM Talks: 2025 Financial Trends, Challenges, and...

The Money Marketing Podcast ·

2025/02/03

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.

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248 results

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