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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

25:35

In Conversation With... Rohit Vaish & Amal Jolly:...

The Money Marketing Podcast ·

2024/12/18

In this episode of In Conversation With..., Kimberley Dondo, Digital Content Manager, is joined by Rohit Vaish, President & Co-founder, and Amal Jolly, CEO of Saturn AI. They explore how Saturn AI is transforming wealth management by streamlining operations, enhancing compliance, and maximising underutilised data.Discover how this cutting-edge platform automates processes, simplifies back-office systems, and delivers a “single source of truth” for financial advisers. Rohit and Amal also share

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06:28

Weekend Essay: The spiralling cost of Christmas is...

The Money Marketing Podcast ·

2024/12/13

In this Weekend Essay, our chief reporter, Lois Vallely, explores how the pressure to spend big during the festive season has reached staggering new heights. From rising stamp prices to the soaring cost of Christmas dinner, she asks: have we lost sight of what really matters? Listen now:

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39:34

In Conversation With… Industry Leaders on the Impact...

The Money Marketing Podcast ·

2024/12/11

In this episode of ‘In Conversation With…’, editor Tom Browne discusses the implications of the Consumer Duty with Vanessa Riboloni of the Chartered Insurance Institute (CII), Natalie Holt of The Lang Cat, Tracy Vegro of the Chartered Institute for Securities & Investment (CISI) and Keith Richards of the Consumer Duty Alliance.Among the topics explored are industry reactions, shifts in culture, client expectations, fair value, unintended consequences and what might happen in the future.

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06:05

Weekend Essay: No one wants to go back to the days...

The Money Marketing Podcast ·

2024/12/06

In this week's Weekend Essay, Momodou Musa Touray reflects on the lasting changes flexible working has brought since the pandemic. With hybrid work now a key factor in job selection and campaigns for shorter working days gaining momentum, the shift towards better work-life balance is undeniable. But are we ready to fully embrace this new world of work? Tune in to hear insights on how flexible working is revolutionising the workplace and why it’s here to stay.

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26:52

In Conversation With… Kate Rainbow: Navigating...

The Money Marketing Podcast ·

2024/12/04

In this episode of In Conversation With…, Kimberley Dondo speaks with Kate Rainbow, Head of Key Accounts at Hymans Robertson Investment Services. They discuss how Consumer Duty is reshaping the advice industry, from the rise of outsourcing to ensure sustainable income to understanding the manufacturer versus distributor distinction. Kate also explains the importance of scenario testing, evidencing value for money, and ongoing compliance strategies.Listen now to discover how firms can adapt and

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07:11

Weekend Essay: Looking past assumptions during...

The Money Marketing Podcast ·

2024/11/29

In this week’s Weekend Essay, Amanda Newman Smith reflects on Disability History Month, exploring assumptions about people and how these can shape perspectives. From her personal anecdotes to insights from the ITV show Unfiltered Women, Amanda highlights the importance of listening to diverse voices. What can we learn by looking past first impressions? Tune in to this thought-provoking episode for a deeper understanding of empathy, resilience, and inclusion.

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18:18

In Conversation With... Matt Evans: Sustainable...

The Money Marketing Podcast ·

2024/11/27

Join host Kimberley Dondo on In Conversation With... as she interviews Matt Evans, Portfolio Manager for Ninety One’s UK Sustainable Equity Fund. They discuss the compelling case for UK equities, market trends, the evolving IPO landscape, and how sustainability drives value. Learn how the GB ISA could reshape investment and why top holdings like AstraZeneca and Unilever are central to the fund’s strategy.Tune in now:

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06:11

Weekend Essay: Is ‘sorry’ really the hardest word?

The Money Marketing Podcast ·

2024/11/22

In this Weekend Essay, Tom Browne reflects on the art of apologising in financial services, spotlighting recent cases from Aegon UK and the PFS. He examines why some apologies resonate while others fall flat, the fine line between sincerity and damage control, and why saying sorry can be a powerful act of strength. Listen now:

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17:04

In Conversation With Roderic Rennison: Navigating...

The Money Marketing Podcast ·

2024/11/20

In this podcast, editor Tom Browne is joined by Roderic Rennison, founder and partner of Catalyst Partners and Money Marketing columnist, to discuss buying, selling and consolidation post-Budget in the financial advice space.Among the topics discussed are changes to business asset disposal relief (BADR), the attractiveness of the UK to private equity (PE) firms, and why “the tax tail should not wag the deal dog”.

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07:45

Weekend Essay: We need to have those difficult...

The Money Marketing Podcast ·

2024/11/15

In this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death. From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now:

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41:03

In Conversation With... Catriona McInally: Navigating...

The Money Marketing Podcast ·

2024/11/13

Kimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape.Tune in for valuable insights on empowering clients to achieve their long-term financial goals.

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07:19

Weekend Essay: What lessons should the media learn...

The Money Marketing Podcast ·

2024/11/08

In this week's Weekend Essay, Tom Browne reflects on what lessons the media can learn from the US election results and the UK Budget. From over-sensationalising political outcomes to the dangers of guessing in the absence of solid policies, Tom discusses how a more informed, sober approach is needed in today's media landscape. Should the media focus less on polarisation and more on understanding voter behaviour? Tune in to find out.

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14:23

Pensions and Protection Podcast: Why Income...

The Money Marketing Podcast ·

2024/11/06

Join Digital Content Manager Kimberley Dondo as she speaks with Shelley Read, Senior Protection Technical Manager at Royal London, on everything income protection (IP). Shelley answers key questions: What exactly is IP? Why is it critical for financial resilience? And how can advisers ensure clients are properly covered? From navigating underwriting to understanding client needs, this episode covers practical guidance for advisers on IP and reducing the risk of unpaid claims. In association with

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07:48

Weekend Essay: Reflecting on my first year at Money...

The Money Marketing Podcast ·

2024/11/01

In this week's Weekend Essay, news editor Dan Cooper shares his incredible journey over the past year at Money Marketing. From breaking major news stories to navigating the fast-paced world of finance, Dan reflects on personal highlights, challenges, and lessons learned along the way. Discover his thoughts on the sector's future and the exciting opportunities ahead.Tune in now:

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34:19

Autumn Budget 2024

The Money Marketing Podcast ·

2024/10/30

Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by Ian Cook from Quilter Cheviot, Chris Jones from Dynamic Planner and Patrick Ingram from Parmenion.

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29:28

In Conversation With... Zoë Dagless: From Adviser to...

The Money Marketing Podcast ·

2024/10/30

In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions,

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07:59

Weekend Essay: Are people doing enough to protect...

The Money Marketing Podcast ·

2024/10/25

In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals.As we recognise Scams Awareness Week, it's time to examine how prepared we really are to protect ourselves. Are you doing enough to guard against these threats? Tune in to find out!

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27:00

In Conversation With... Jordan Sriharan: Navigating...

The Money Marketing Podcast ·

2024/10/23

Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape.In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in light of recent developments. We'll examine the impact of global trends on the UK market and explore strategies for mitigating risk in this uncertain

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40:46

MM Talks Episode 3: FCA Consolidation, Budget...

The Money Marketing Podcast ·

2024/10/21

Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:

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07:12

Weekend Essay: Maintaining old clients while bringing...

The Money Marketing Podcast ·

2024/10/18

In this episode of The Weekend Essay, Amanda Newman Smith discusses the challenge of balancing old clients while attracting new ones. She compares the marketing of The Cure’s new album with the financial advice industry, noting the importance of evolving without losing loyal customers. Amanda also highlights the difficulties young advisers face entering the field, as firms often hesitate to hire them due to their limited experience. She argues that supporting younger talent is crucial for the

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260 results

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