Episodes
![In Conversation With…Tessa Lee, Managing Director at moneyinfo](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Tessa_Lee_j3vy8f_300x300.jpg)
Wednesday Jun 26, 2024
In Conversation With…Tessa Lee, Managing Director at moneyinfo
Wednesday Jun 26, 2024
Wednesday Jun 26, 2024
On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.
![Weekend essay: Why the future is broader than ‘full fat’ advice and wealthy clients](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/Why_the_future_is_broader_than_full_fat_advice_and_wealthy_clients_68t30_300x300.jpg)
Friday Jun 21, 2024
Friday Jun 21, 2024
In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice accessible to a wider audience.
Tune in now:
![In Conversation With... Steve Jordan, director and co-founder, Five Wealth](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Matt_Storey_Head_of_Business_Development_at_sipp_2__2gcjxg_300x300.jpg)
Wednesday Jun 19, 2024
In Conversation With... Steve Jordan, director and co-founder, Five Wealth
Wednesday Jun 19, 2024
Wednesday Jun 19, 2024
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](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/The_benefits_of_bringing_IFAs_and_VR_together_vb9eaf_300x300.jpg)
Friday Jun 14, 2024
Weekend Essay: The benefits of bringing IFAs and VR together
Friday Jun 14, 2024
Friday Jun 14, 2024
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](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Matt_Storey_Head_of_Business_Development_at_sipp_1__37ihi7_300x300.jpg)
Wednesday Jun 12, 2024
In Conversation With... Matt Storey, Head of Business Development at @sipp
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
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](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/What_advisers_can_learn_from_this_hellish_election_campaign_57wngs_300x300.jpg)
Friday Jun 07, 2024
Weekend Essay: What advisers can learn from this hellish election campaign
Friday Jun 07, 2024
Friday Jun 07, 2024
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](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/Pod-royal-london_pb4fgb_300x300.png)
Friday Jun 07, 2024
Pensions and Protection Podcast: Adviser Incubator Program
Friday Jun 07, 2024
Friday Jun 07, 2024
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](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/ICW_Benjamin_Mitchell_founder_Headsup_Wealth__yaum6h_300x300.jpg)
Wednesday Jun 05, 2024
In Conversation With... Benjamin Mitchell, founder, Headsup Wealth
Wednesday Jun 05, 2024
Wednesday Jun 05, 2024
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](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/End_of_Month_podcast_May_2024_d3mbsx_300x300.jpg)
Monday Jun 03, 2024
Month in Review – May 2024
Monday Jun 03, 2024
Monday Jun 03, 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](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog7520704/Millions_of_Brits_risk_sleepwalking_into_a_retirement_shock_8mtg7m_300x300.jpg)
Friday May 31, 2024
Weekend Essay: Millions of Brits risk sleepwalking into a retirement shock
Friday May 31, 2024
Friday May 31, 2024
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:
![Image](https://pbcdn1.podbean.com/fs1/user-site-dist/assets/customize-component1.png)