The Money Marketing Podcast

In Conversation With…James Mabey, Partner at Winckworth Sherwood LLP

Join host Kim Dondo in a thought-provoking conversation with James Mabey, Partner at Winckworth Sherwood LLP, as they delve into the crucial topic of estate planning. In this enlightening episode, they explore why it is imperative for individuals to prioritise writing their wills and Lasting Powers of Attorney (LPAs). Discover the transformative impact of proper planning, unravelling the legal complexities, and the significant benefits that arise when more attention is devoted to these essential documents. Tune in and unlock the power of proactive decision-making for your future.

In Conversation With… Heather Hopkins and Gillian Hepburn

In this episode of In Conversation with, host Lois Vallely speaks to Heather Hopkins – managing director of research and consultancy firm NextWealth, and Gillian Hepburn – head of UK intermediary solutions at Schroders. They have a wide-ranging discussion about everything from adviser charges and fees to consolidation and even touch on pubs. They also talk about how technology will transform the financial advice space, and offer their advice for someone looking to break into the profession.

In Conversation With… Lee Coates, Director, ESG Accord

In this episode of In Conversation with, host Lois Vallely chats to Lee Coates, director of ESG Accord, about why advisers need to act now to be compliant with the Consumer Duty and sustainability disclosure requirements to deliver good client outcomes. He talks about what the rules are for advisers around ESG and sustainable options, and what happens if they do not discuss these options with their clients. He also discusses what impact sustainability labels and disclosure statements will have on the advice process.

The protection industry has a claims problem

The protection industry has a claims problem, that is the bold statement senior reporter Momodou Musa Touray states as he delves into the issues facing the protection sector in his latest Weekend Essay. Listen now:

Podcast: Month in Review – May 2023

The Money Marketing editorial team's latest podcast recaps all the major stories they covered in May, offering insightful analysis on topics like market trends and regulation. They also give a preview of what to expect in the upcoming June print edition. Listen now:

In Conversation with... Emma Barrow, Head of Communications, FSCS

In this episode of In Conversation with, host Kim Dondo talks to Emma Barrow, Head of Communications at the Financial Services Compensation Scheme (FSCS). Emma discusses her journey to becoming Head of Comms, her involvement in the FSCS podcast, and the impact of the SVB crisis on the FSCS. She also talks about other areas where the FSCS offers financial protection, her advice for financial advisers on how to help their clients protect themselves from financial losses, the most important things for financial advisers to know about the FSCS, and how financial advisers can work with the FSCS to help their clients get the compensation they deserve.
 

Would compulsion for retirement saving be so bad

In this Weekend Essay, Amanda Newman Smith reflects on the concept of compulsion in retirement saving and the challenges faced by those who struggle financially. She raises the question of whether stronger measures, such as higher auto-enrollment contributions or true compulsion, might be necessary to ensure retirement security.

In Conversation With Rob Hughes: Customer Communications, Segmentation, and the Pensions Dashboard

In this episode of "In Conversation With...," host Kim Dondo is joined by Rob Hughes, the Head of Customer Experience at Railpen. Together, they delve into various topics surrounding effective customer communications, the significance of customer segmentation, and the potential impact of the pensions dashboard on customer engagement.

In Conversation With Mike Coop: Exploring Investment Outlook, Bond Market, Inflation, and More

Join host Kimberley Dondo & guest Mike Coop from Morningstar in a must-listen podcast covering 2023's investment outlook, navigating the bond market amidst the banking crisis, inflation's impact on the UK economy, sector considerations, market opportunities, tech's role in investments, diversification strategies, staying informed, and the long-term outlook for the UK economy. Tune in now for expert insights!

How agents are the gatekeepers of sports professionals

In his latest Weekend Essay podcast, Darius McQuaid explains how agents can be a barrier for advisers to gain access to sports stars, but a good agent is the foundation.