The Money Marketing Podcast

In Conversation With... Fotis Chatzimichalakis: Navigating the Future of Sustainable Investing

In this episode, host Kimberley Dondo chats with Fotis Chatzimichalakis of Impax Asset Management about shifts in sustainable investing, Impax’s strategy updates, and future predictions. Gain insights on advisor support and emerging market trends. Listen now:
 

Weekend Essay: The election deluge

Join editor Tom Browne as he delves into the dramatic shift in the UK's political landscape following a historic election night. With Labour securing a staggering majority and the Conservatives facing a crushing defeat, Browne explores the implications of such a sweeping victory. Reflecting on past political landslides and their consequences, this essay provides a thoughtful analysis of what this means for the future of British politics. Tune in to understand the significance behind the numbers and the potential challenges ahead for Keir Starmer's new government.
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Pensions and Protection Podcast: Navigating Investment Risks at Different Life Stages

In the third episode of Royal London’s pensions and protection podcast, Ken Scott, Head of Investment Solutions, discusses how advisers can balance insurance and investment to support their clients. He emphasizes the importance of insuring against uncertain events and planning for retirement, highlighting the benefits of starting early and using pound cost averaging to manage market volatility. Ken also talks about the importance of diversifying investments, transitioning to lower-risk options as retirement nears, and managing sequencing risk for a sustainable income. In later stages, he recommends considering annuities and long-term care insurance.
For more, visit adviser.royallondon.com/PeoplePowered.

In Conversation With… John Canady: Navigating Philanthropy and Impact Investing

In this episode of "In Conversation With...", host Kimberley Dondo sits down with John Canady, CEO of National Philanthropic Trust. Dive into the world of donor-advised funds and their impact on wealth management in the UK. Discover the evolution, benefits, and emerging trends in philanthropy, with a focus on sustainable and impact investing. John shares valuable insights and best practices for financial advisers to help clients align their philanthropic goals with their financial plans. Tune in for an enlightening discussion on the future of philanthropy and donor-advised funds:
 

Month in Review – June 2024

Tune in to our latest Money Marketing podcast for a recap of June and a sneak peek at what's coming in our July issue. We also discuss what the Election could mean for financial advice. Don’t miss this special episode! Listen now: https://www.moneymarketing.co.uk/

Weekend Essay: Will I have enough to retire on? Who knows

In this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discusses various factors affecting retirement needs and highlights the conflicting advice on required pension pot sizes. Her reflections emphasise the anxiety many face when planning for the future, revealing the challenge of finding peace of mind amidst financial ambiguity.

In Conversation With…Tessa Lee, Managing Director at moneyinfo

On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.

Weekend essay: Why the future is broader than ‘full fat’ advice and wealthy clients

In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice accessible to a wider audience.
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In Conversation With... Steve Jordan, director and co-founder, Five Wealth

In this episode of In Conversation With, host Lois Vallely chats to Steve Jordan, director and co-founder of Five Wealth. Jordan shares his views on why he believes the future lies in ESG portfolios, despite their current patchy performance. He also discusses his path into the financial advice profession and offers insights into what the future of financial advice could look like.

Weekend Essay: The benefits of bringing IFAs and VR together

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 about increasing regulations. Listen now: