The Money Marketing Podcast

Protection and Pensions Series: Navigating NI Hikes, Pension Changes and What Advisers Need to Know

In this episode of the Money Marketing Podcast: Protection and Pensions series in association with Royal London, Kimberley Dondo is joined by Justin Corliss and Fiona Hanrahan from Royal London’s technical team. They unpack the far-reaching implications of the April 2025 changes to employer national insurance, explore how salary exchange could ease the burden, and clarify key updates around the abolition of the lifetime allowance and upcoming IHT changes for pensions.
Whether you're an adviser looking to help clients stay ahead of tax and regulatory changes or wanting to sharpen your understanding of pension death benefits and IHT planning, this episode is packed with timely insights and actionable takeaways.
 

In Conversation With... Bryn Jones: A Fixed Income Outlook Rooted in Experience and Environmental Insight

In this episode of In Conversation With..., host Kimberley Dondo sits down with Bryn Jones, Head of Fixed Income at Rathbones, to unpack the 2025 fixed income landscape. With two decades at the helm, Bryn reflects on market evolution, shares how his geography background and "Anthropocene" approach inform his strategy, and explores the growing role of sustainable bonds. Tune in as he offers timely advice for advisers navigating volatility, biodiversity risk, and client impact goals.
 

In Conversation With... Mark Sanderson: Supporting Clients Through Bereavement

In this episode of In Conversation With..., host Kimberley Dondo speaks with Mark Sanderson, Managing Director at Morningstar Wealth, about the vital role financial advisers play in supporting bereaved clients. From balancing empathy with professionalism to simplifying probate and ensuring FCA compliance, Mark shares insights on navigating these sensitive conversations.

Weekend Essay: On the hunt for long-lost assets

This week’s Weekend Essay explores the complex world of asset tracing with Finders International. Editor Tom Browne speaks to CEO Simonne Llewellyn and international assets service manager Louise Levene about the challenges of locating unclaimed wealth, cross-border probate issues, and the surprising assets that surface years after they were forgotten. Listen now: 

Money Marketing Podcast: Statement or just Chat?

Welcome to the MM podcast: "Statement or just chat?". In this episode, editor Tom Browne and special guests Chris Jones (Dynamic Planner) and Jeremy Fawcett (Platforum) take a closer look at chancellor Rachel Reeves' Spring Statement, some of the economic forecasts and implications, what was or wasn't announced, and what financial advisers should be paying attention to.
 

In Conversation With... Miranda Seath: Shaping an Inclusive Future for UK Savers

In this episode of In Conversation With..., Kimberley Dondo sits down with Miranda Seath, Director of Market Insight and Fund Sectors at The Investment Association, to discuss the future of UK saving and investing. Miranda shares insights on the IA’s inclusive strategy, the role of financial advisers in bridging gaps, and key investor trends for 2025.

Weekend Essay: Frankie Dettori and his finances are a lesson to us all

In this Weekend Essay, Dan Cooper examines Frankie Dettori’s bankruptcy and the crucial lessons it holds about trust, vulnerability, and financial advice. Even the most successful aren’t immune to money troubles.
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In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advice

In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advic
The financial advice profession faces a talent gap, but initiatives like We Are Change are working to close it.
In this episode, Tom Ham (Calton Group) and Hayley Rabbets (The Verve Foundation) discuss how their partnership breaks down barriers, nurtures new talent, and makes financial services more accessible. They share insights on creating a more diverse and innovative industry from technical training to real-world client skills.
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Weekend Essay: IWD stands for nothing unless certain attitudes change

In this Weekend Essay, Dan Cooper examines why International Women’s Day risks becoming an empty gesture unless attitudes towards harassment and discrimination in financial services truly change. Progress has been made, but there is still much to do. Listen now:

In Conversation With... Mark Devlin: Navigating Tax Year-End Strategies

With tax year-end fast approaching, what key planning opportunities should advisers focus on? In this episode of In Conversation With..., host Kimberley Dondo is joined by Mark Devlin, Senior Technical Manager at M&G Wealth, to explore the latest tax and pension changes from the Autumn Budget, the growing role of insurance bonds, and the top strategies advisers should consider before the deadline.