The Money Marketing Podcast moneymarketing
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- News
The latest news, views and expert analysis as the Money Marketing team are joined by leading industry guests.
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Weekend Essay: What advisers can learn from this hellish election campaign
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.
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Pensions and Protection Podcast: Adviser Incubator Program
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 support to advisers. Discover why Royal London is backing this programme and hear inspiring testimonials from participants.
If you’d like to find out more about the programme, visit Adviser Incubator – The Verve Foundation
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In Conversation With... Benjamin Mitchell, founder, Headsup Wealth
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.
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Month in Review – May 2024
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/
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Weekend Essay: Millions of Brits risk sleepwalking into a retirement shock
In this week's Weekend Essay, Momodou Musa Touray explores the looming retirement crisis facing millions of Brits. While politicians battle over policy pledges, a recent study by AJ Bell reveals that nearly half of British adults under state-pension age are uncertain about when they'll receive their pensions. With implications for retirement planning, Tom Selby, AJ Bell's Director of Public Policy, calls for stability in pension policy and better communication to address the growing uncertainty. Listen now:
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Pensions and Protection Podcast: Boosting Workplace Pension Value
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
Addressing the unique needs of younger savers
Employer trends in financial support for employees
Strategies for advisers to enhance their service offerings
Tune in for expert insights and practical tips to help financial advisers navigate the evolving landscape of workplace pensions.
Visit: adviser.royallondon.com/PeoplePowered for additional resources and support.