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.
Episodes
In this Weekend Essay, Darius McQuaid discusses how St. James’s Place (SJP) uses Virtual Reality (VR) to enhance training for Independent Financial Advisers (IFAs), improving empathy and vulnerability skills. Supported by PwC research, VR proves more effective than traditional methods. McQuaid humorously suggests VR zombie scenarios to make regulatory training more engaging, highlighting VR's potential to reduce advisers' stress ab...
In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocurrencies in SIPPs, the challenges of utilising property in pensions, and how AI can aid advisors in selecting bespoke SIPPs. Matt shares his predictions for significant growth in the SIPP mark...
This episode explores Tom Browne's Weekend Essay on the chaotic election campaign and its lessons for financial advisers. Highlighting political blunders and public distrust, Browne draws parallels to the financial sector, emphasizing the importance of mastering basics, understanding client needs, and effective communication.
Listen now:
Join us in this episode as we explore the Adviser Incubator programme, developed by the Verve Foundation to support new and early-stage financial advice firms. Hayley Rabbets, Head of the Verve Foundation, and Chris Kane, Strategic Partnerships Manager at Royal London, discuss the programme’s goals, structure, and successes. Learn how this initiative is helping to bridge the advice gap, attract fresh talent, and provide essential s...
In this episode of In Conversation With, host Lois Vallely talks to Benjamin Mitchell, founder of Headsup Wealth, about what it was like to set up his own directly authorised advice firm. They chat about some of the challenges and highlights of his journey from employed adviser to business owner. They also look at some of the biggest challenges for advisers today.
Tune in to our latest Money Marketing podcast as we recap May and give you a glimpse of what's in store for our June issue. Don't miss this special episode! Listen now: https://www.moneymarketing.co.uk/
Join us for the first episode in our new series of Royal London’s informative pensions and protection podcasts. In this episode, Rory Marsh, Customer Life Stage Director at Royal London, discusses how advisers can provide value and long-term financial resilience for workplace clients’ pension savings.
Topics covered include:
- Financial planning decisions for the new tax year
- Engaging customers and driving pension participation ...
Join us for a casual conversation with Lois Vallely and Kimberley Dondo, as we dive into the hot topics shaping the future of financial advice in 2024. We'll tackle Consumer Duty, regulatory challenges, the importance of mental health in the industry, and what lies ahead for financial advisers. This is your insider's look at the world of financial advice, straight from the Money Marketing editorial team. Tune in for insights, laugh...
This week, Dan Cooper explores the transformative impact of Saudi Arabia's financial influence on global sports. From Cristiano Ronaldo's move to the Saudi Pro League to hosting the 2034 World Cup, Saudi investment is reshaping football, Formula One, golf, and more. As the Kingdom's Public Investment Fund (PIF) continues to expand its reach, the implications for the future of sports, ethics, and the magic of the game are profound. ...
In this episode of "In Conversation With," Kimberley Dondo chats with Gee Foottit about the challenges and opportunities in the financial advice industry. They discuss recruitment, retention, the importance of diversity, and initiatives to attract talent from diverse backgrounds. Foottit also highlights "The Switch" podcast, which focuses on second careerists transitioning into financial advice, and shares insights on the unique pe...
In this week's episode, Lois Vallely shares her fascination with end-of-the-world scenarios, from zombie outbreaks to natural disasters. She explores the reasons behind this fascination and how it ties into the real-life threat of ancient viruses being released due to climate change. Additionally, she dives into the potential economic consequences of societal collapse, highlighting the skills and resources that would hold value in ...
In this episode of "In Conversation With," Kimberley Dondo talks to Emma Collins, Partner at Weightmans, about pre-nups, post-nups, and wealth protection in relationships. Collins discusses evolving trends in pre-nups, the rise of post-nups, key considerations in asset splitting during divorce, and common pitfalls in wealth protection. She also highlights legal implications, recent developments, and strategies for financial adviser...
In her Weekend Essay, Amanda Newman Smith shares a heartwarming anecdote from a local market visit, prompting reflections on customer relationships in businesses. She discusses the balance between transactional advice and long-term engagement in the financial sector, advocating for a nuanced approach that values all client interactions. Amanda highlights the evolving dynamics of customer engagement and the challenges faced by busin...
Join Kimberley Dondo in this episode of "In Conversation With" as she chats with Paula Steele, director at John Lamb Hill Oldridge, about protection financial advising. They cover tailoring protection plans, strategic use of life insurance for tax planning, recent tax law changes, common misconceptions, and future trends in life insurance for tax planning. Tune in for expert insights on navigating financial protection and tax plann...
In this Weekend Essay by Lois Vallely candidly explores her journey with narcolepsy, shedding light on the challenges and misconceptions surrounding the condition. From childhood struggles with sleep to finally receiving a diagnosis, Lois shares how narcolepsy has impacted her life and the adjustments she's making. Her story highlights the importance of understanding hidden disabilities and the need for empathy and support. Listen ...
Tune in to our latest Money Marketing podcast as we recap the ups and downs of April and give you a glimpse of what's in store for our May issue. Don't miss out on this special episode! Listen now:
In this episode of In Conversation With, host Lois Vallely chats to Amy Browne, stewardship lead at CCLA, about how mental health fits within the broader movement of sustainable investment. They discuss whether investors care about mental health, and whether interest has grown in recent years. They also talk about how financial advisers can get involved with mental health benchmarking.
In his Weekend Essay, Darius McQuaid highlights the absence of financial advisers on BBC One's The Apprentice, suggesting they possess the skills needed to excel on the show. He encourages advisers to consider applying for future series, envisioning a potential intersection between advisers and the show. Listen now:
In this episode of "In Conversation With," Kimberley Dondo sits down with Ian Lance, co-fund manager at Temple Bar, to explore the evolving dynamics of the financial market. They discuss lessons learned from companies like NEXT, the shifting strategies for asset allocation in response to economic changes, the evolving perceptions of share buybacks, and the transformed risks associated with acquisitions. Ian also shares insights int...
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