The Money Marketing Podcast

In Conversation With...James Jones-Tinsley, Self-Invested Pensions Technical Specialist at Barnett Waddingham

In the latest "In Conversation with" episode, James Jones-Tinsley, Self-Invested Pensions Technical Specialist at Barnett Waddingham LLP, delves into the intricate landscape of evolving pension policies with host Kimberley Dondo. Explore topics from the proposed Lifetime Allowance abolition to amendments in the Finance Bill 2023-24, as James navigates the complexities of evolving pension policies. Gain practical advice for financial advisers dealing with uncertainties surrounding the State Pension Triple-Lock and the upcoming general election. Dive deep into the world of pensions, investments, and tax considerations with this informative discussion. Listen now:

In Conversation With... Alasdair Walker, chartered financial planner and MD of HA&W

For this episode, host Lois Vallely chats to Alasdair Walker - managing director of Handford Aitkenhead & Walker - about everything from Consumer Duty to the advice gap to artificial intelligence. They also talk about the consolidation trend currently rife within the advice space, and the struggle faced by smaller advice firms in getting directly authorised.

We need to use cash, or we’ll lose it

In the Weekend Essay Podcast, Head of Sales at Headlinemoney, Martin Quinn, reflects on concerns raised during his appearance on the Farage show about a potential Central Bank digital currency (CBDC). He questions CBDC's privacy implications and highlights accessibility challenges for digitally excluded groups. Quinn discusses worries about government control over finances and the impact on bank profits. Comparing the UK to the EU, he notes the ongoing war on physical cash driven by banks. With a general election approaching, Quinn suggests addressing inflation and the cost-of-living crisis should take precedence over prioritizing a CBDC, emphasizing the importance of supporting the physical pound.

In Conversation With… Justin Macrae, COO, Fortunis Capital

Uncover the world of impact investing with Kimberley Dondo in this episode of "In Conversation With." Joined by Justin Macrae, COO at Fortunis Capital, they delve into the company's mission, criteria for project selection, and the unique approach to driving social change through venture capitalism. Discover real-world examples, challenges, and the future goals of Fortunis Capital in the dynamic landscape of impact investing.

’Over and out’ - A goodbye message from Katey Pigden

Tune in to the latest Weekend Essay podcast: 'Over and out' – A heartfelt goodbye message from Katey Pigden. Join Katey on a journey through her impactful years at Money Marketing, the challenges, triumphs, and heartwarming moments. Don't miss the final chapter!

In Conversation With… Jess Franks, Head of Investment Products, Octopus Investments

Join Kimberley Dondo and Jess Franks, Head of Investment Products at Octopus Investments. They discuss democratising private markets, partnerships with Crowdcube, encouraging pension funds to invest in high-growth companies, EIS opportunities, and the role of advisers in shaping retail investors' strategies. Explore the evolving private market landscape.

Why compulsory maths doesn’t add up

Explore Amanda Newman Smith's essay where she questions the wisdom of making math and English compulsory up to age 18. Join us for a discussion on the practical challenges, teacher shortages, and the need for a more engaging, real-world approach to education. Amanda advocates for a flexible and enjoyable educational journey that doesn't rely on more testing and rigid frameworks.

Month in Review – October 2023

Join us in this month's Money Marketing podcast as we dive into the highs and lows of financial advice from October, offer an exclusive sneak peek at what's coming in our November issue, and bid a heartfelt farewell to our beloved editor, Katey Pigden, as she embarks on her next adventure. Don't miss this special episode:

Pensions & Protection Podcast: Business Protection Strategies

Join host Kimberley Dondo and experts Yusuf Ali, Karen Leys, and Gregor Sked from Royal London as they tackle the challenges advisers face discussing business protection with clients. Discover solutions to grow your business and provide value in today's demanding market.
 
If you’d like any further information or resources from Royal London, visit: adviser.royallondon.com/PeoplePowered.

In Conversation With… Kerry Seymour, clinical hypnotherapist and mental health trainer

For this episode, host Lois Vallely talks to Kerry Seymour – a clinical hypnotherapist and mental health trainer – about the link between money and mental health. She discusses the link between money and mental health. She also delves into why it is important for financial advisers to understand the difference between decisions made with the ‘intellectual brain’ and those made with the ‘primal brain’.