The Money Marketing Podcast

moneymarketing
  • 4.4 (8)
  • BUSINESS NEWS
  • TWICE MONTHLY

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

  1. 29 OCT

    MM Talks: AI in Advice – Beyond the Buzzword to Business Impact

    Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms? Recorded live from our Money Marketing Interactive London 2025 conference, this expert panel moves beyond the hype to discuss the real-world impact of artificial intelligence. Listen as industry leaders explore the practical opportunities and challenges of integrating AI, from boosting efficiency with automation to enhancing the client experience. Our panel, moderated by Richard Bradley of Platforum, features Helen Lovett (Foster Denovo), Madeleine Debney (Otto), Peter Ferguson (St. James's Place), and Rowan Whittington (Dynamic Planner). They offer practical advice on navigating the ethical and regulatory hurdles to stay competitive and help close the advice gap.   To explore this topic further, read our related Big Picture feature on AI here: The Big Picture: When AI meets advice – innovation or compliance minefield?

    32 min

  2. 6 OCT

    Pensions and Protection Podcast: Inheritance Tax on Pensions

    In this episode, we tackle the monumental shifts in UK inheritance tax (IHT) rules. Joining us from Royal London's Technical Marketing Team is Justin Corliss, who breaks down the impact of the October 2024 budget announcement on pensions. We'll discuss how unused pension pots and death benefits are set to be included in IHT calculations from April 2027, and what this means for your clients' financial plans. Justin clarifies the new payment process, the surprising exemption for death-in-service benefits, and provides a crucial checklist for financial advisers. Whether you're an expert or a newcomer to this topic, you'll gain valuable insights to navigate these changes and help your clients plan for their legacy. This episode is brought to you in association with Royal London. Pensions & Protection Podcast

    39 min

  3. 29 SEPT

    MM Unpacked: The Future of Wealth & Work

    In this month’s episode of MM Unpacked, we dive into the big topics of adviser life, generational wealth, and the changing face of the industry. Host Kimberley Dondo is joined by Editor Tom Browne and News Editor Dan Cooper to discuss what's on everyone's mind.   Tom shares his unique insights from interviewing advisers for his 'Big Picture' feature on the human side of the job, while Dan unpacks his provocative leader 'Will the last of the wealthy please turn off the lights?' and what it means for the profession. The team also discusses what Laura Purkess's feature on the great wealth transfer means for advisers and their clients. Plus, they look ahead to MMI London and what to expect from the podcast as Kimberley prepares for his paternal leave.

    46 min

  4. 10 SEPT

    MM Talks: D&I in Financial Services – Beyond the Tick-Box

    This week on MM Talks, we're joined by Rowan Whittington (Dynamic Planner) and Jim Islam (OneFamily), along with our own Tom Browne and Kimberley Dondo. We take a deep dive into the state of diversity and inclusion in the UK financial services sector. Our panel discusses the industry's evolution on D&I, how it compares internationally, and the tangible business benefits of building a truly diverse team. They also share powerful personal stories of navigating unconscious bias and challenging the status quo, revealing what makes D&I efforts feel genuine. But as initiatives have been a focus for some time, is 'D&I fatigue' setting in? And how are younger professionals changing the conversation? Listen now

    44 min

  5. 27 AUG

    MM Unpacked: Financial scams, pensions IHT U-turn & FCA culture clash

    Welcome to Episode 2 of MM Unpacked! Join Kimberley Dondo alongside Money Marketing's editorial team, Dan Cooper and Tom Browne, as they discuss the Government's controversial decision to push ahead with including unused pensions in Inheritance Tax and how the industry is reacting. They also cover the latest on financial scams, the rise of apprenticeships as a new route into advice, and the FCA's ongoing battle against toxic workplace cultures. Listen now:

    39 min

  6. 18 AUG

    Protection and Pensions Series: Building Investor Resilience with Royal London

    When markets get rocky, how can financial advisers help their clients stay the course? Join Kimberley Dondo and Ilana Miller, Investment Development Director at Royal London, as they discuss the art of guiding clients through market volatility. In this episode, they explore the importance of addressing the emotional side of investing, proactive strategies to build long-term resilience, and the value of multi-asset solutions and active management in challenging times.   Learn how to help your clients build confidence and remain focused on their financial future. For more resources on investing and financial planning, visit the Royal London website. Listen to the previous episodes in the series here.

    29 min

  7. 6 AUG

    MM Talks: Rick Gosling on Finfluencers, Gen Z & the Future of Advice

    Rick Gosling, Director at Five Wealth, joins MM Talks to discuss the rise of unregulated advice on social media, how advisers can stay relevant to Gen Z, and the potential and pitfalls of AI in financial planning. He also shares thoughts on intergenerational advice and building financial literacy across families. Listen now:

    29 min

  8. 30 JUL

    MM Unpacked: FCA Targeted Support, Young Talent & Digital Future

    In this episode of MM Unpacked, Kimberley Dondo, Dan Cooper, and Tom Browne unpack the FCA's targeted support, discuss the importance of work experience in attracting young talent to financial advice, and reveal Money Marketing's digital evolution.

    34 min
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Ratings & Reviews

4.4
out of 5
8 Ratings

About

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

Information

  • Creator
    moneymarketing
  • Years Active
    2020 - 2025
  • Episodes
    101
  • Rating
    Clean
  • Copyright
    © Copyright 2020 All rights reserved.
  • Show Website
    The Money Marketing Podcast

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