The Money Marketing Podcast

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:

In Conversation With... Matt Storey, Head of Business Development at @sipp

In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocurrencies in SIPPs, the challenges of utilising property in pensions, and how AI can aid advisors in selecting bespoke SIPPs. Matt shares his predictions for significant growth in the SIPP market over the next five years, discusses strategies for rebuilding investor trust, and examines the impact of the FCA's Consumer Duty on SIPP recommendations.
Listen now for key insights into the evolving SIPP and SSAS markets:
 

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.
Listen now:

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
 

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.

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/

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: 

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.

MM Talks: Episode 1 - Financial Advice in 2024

Join us for a casual conversation with Lois Vallely and Kimberley Dondo, as we dive into the hot topics shaping the future of financial advice in 2024. We'll tackle Consumer Duty, regulatory challenges, the importance of mental health in the industry, and what lies ahead for financial advisers. This is your insider's look at the world of financial advice, straight from the Money Marketing editorial team. Tune in for insights, laughs, and a fresh perspective on the evolving landscape of financial services.