The Money Marketing Podcast

In Conversation With... Chris Lewis on the Past, Present and Future of VCTs

As VCTs mark their 30th anniversary, Chris Lewis reflects on the sector's evolution, the critical role it has played in backing UK startups, and how recent policy changes—like the extension of the sunset clause—are shaping its future. He joins Kimberley Dondo to explore how investor sentiment is shifting, what the Autumn Budget could mean for 2025, and what advisers and investors should consider in today’s economic landscape.

In Conversation With... Symon Stickney: Making Sense of the MPS Maze

In this episode, Kimberley Dondo speaks with Symon Stickney, CEO of Collidr, to explore whether the UK’s Model Portfolio Service market is truly on the “edge of chaos”—or simply undergoing necessary evolution. They unpack the flood of options facing advisers, the myth of “too much choice,” and what really matters when selecting an investment partner. Symon shares his take on hidden portfolio risks, the role of tech (without the hype), and why service—not just performance—is the ultimate differentiator.
Is the current disruption just noise—or the new normal? Tune in to find out how Collidr aims to help advisers not just survive, but thrive.

In Conversation With... Simon Harvey: Building a Cross-Border Financial Advice Powerhouse

In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally.
What are the most common pitfalls in UK-Australia financial planning?

In Conversation With... Charles Jillings on Emerging Market Trends and Investment Strategies for 2025

In this episode of In Conversation With..., Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM’s portfolio is positioned for long-term growth. He also discusses strategies for managing risks amidst geopolitical uncertainties and how UEM plans to continue its strong performance and dividend history in a volatile market.

In Conversation With... Andrew Tully: Navigating Inheritance Tax Changes in 2025

In this episode of In Conversation With..., host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what’s ahead in 2025.
Whether you're looking to refine your IHT advice or get ahead of policy shifts, this episode is not to be missed.

Protection and Pensions Series: Navigating NI Hikes, Pension Changes and What Advisers Need to Know

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 looking to help clients stay ahead of tax and regulatory changes or wanting to sharpen your understanding of pension death benefits and IHT planning, this episode is packed with timely insights and actionable takeaways.
 

In Conversation With... Bryn Jones: A Fixed Income Outlook Rooted in Experience and Environmental Insight

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.
 

In Conversation With... Mark Sanderson: Supporting Clients Through Bereavement

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.

Weekend Essay: On the hunt for long-lost assets

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: 

Money Marketing Podcast: Statement or just Chat?

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.