The Money Marketing Podcast

In Conversation With Roderic Rennison: Navigating Post-Budget Deals in Financial Advice

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”.

Weekend Essay: We need to have those difficult conversations about death

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: 

In Conversation With... Catriona McInally: Navigating Market Volatility and Prioritising Long-Term Investment Strategies

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.

Weekend Essay: What lessons should the media learn from the US election and the UK Budget?

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.
 

Pensions and Protection Podcast: Why Income Protection Matters for Clients

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 Royal London, tune in to explore how IP can safeguard lifestyles against income loss.
And if you’d like any further resources or support to help grow your business and deliver value for your clients, visit: adviser.royallondon.com/PeoplePowered

Weekend Essay: Reflecting on my first year at Money Marketing

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:

Autumn Budget 2024

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.

In Conversation With... Zoë Dagless: From Adviser to Entrepreneur in Financial Planning

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, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.
 

Weekend Essay: Are people doing enough to protect themselves from scams?

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!

In Conversation With... Jordan Sriharan: Navigating Turbulent Waters - A Market Outlook and Strategies for Financial Advisers

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 environment.
This conversation offers valuable insights for financial advisors looking to:
Understand the significance of global economic trends in the UK market.
Develop strategies for navigating market volatility.
Identify potential opportunities for UK investors.
Prepare for key considerations in the second half of the year.
Stay informed and adapt their strategies in a rapidly changing economic landscape.
Tune in to hear Jordan's expert insights and actionable takeaways to help you confidently guide your clients through these turbulent times.