The Money Marketing Podcast

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’. 

Pensions & Protection Podcast: Navigating Consumer Duty in Investments

In this episode of the Pensions & Protection podcast in association with Royal London, Kimberley Dondo is joined by Ken Scott, Head of Investment Solutions at Royal London, and Hiroki Hashimoto, Fund Manager from Royal London Asset Management to discuss the challenges presented by the Consumer Duty in the investment landscape.
Discover how the Consumer Duty has transformed the world of investments, impacting both investors and asset managers.
If you’d like any further information or resources from Royal London, visit: adviser.royallondon.com/PeoplePowered.

In Conversation With… Niki Cooke, CRO at Protection Guru

Tune in to "In Conversation With" hosted by Kimberley Dondo, featuring Niki Cooke, CRO at Protection Guru. Discover Niki's journey and the significance of her Women In Protection award. Explore how major life events like divorce impact financial well-being and the role of protection coverage. Learn about common misconceptions and ways advisers can help. Niki delves into the impact of menopause and the importance of raising awareness. Uncover proactive strategies for advisers and future trends in financial protection. Listen now:

How workplaces can help reduce the advice gap

In his "Weekend Essay," Darius McQuaid addresses the financial "advice gap," shedding light on an innovative approach used by a financial planner to offer free half-hour advice sessions to employees through their companies. Listen now:

Pensions & Protection Podcast: Navigating Consumer Duty and Economic Challenges

Pensions and Protection Podcast, in collaboration with Royal London, hosted by Kimberley Dondo, Digital Content Manager at Money Marketing. In this episode, we're joined by distinguished guests from Royal London: Sarah Pennells, Consumer Finance Specialist, and Clare Moffat, Head of Technical and Marketing Compliance.
The team takes a deep dive into the recently introduced Consumer Duty regulations, emphasising their substantial impact on fortifying support for consumers. They also tackle the persistent challenges stemming from living costs and fluctuating interest rates, scrutinizing their effects on everyday consumers. Additionally, the discussion encompasses collaborative approaches, focusing on how providers and advisers can work in tandem to bolster the financial resilience of customers. Listen now:
 

In Conversation With… David Kaye, CEO of Puma Capital Group

Join host Kimberley Dondo and guest David Kaye, CEO of Puma Capital Group, for a dynamic discussion on private asset investment. They cover David's journey from barrister to CEO, Puma's impact on the investment landscape, Mansion House reforms, diversity in venture capital, and more. Tune in now: