Episodes
Friday Mar 22, 2024
Weekend essay: Keeping an open mind on equity release
Friday Mar 22, 2024
Friday Mar 22, 2024
In this Weekend Essay episode, Amanda Newman Smith reconsiders equity release, drawing parallels to her experience restoring antique furniture. She explores the evolving market, debunking misconceptions and highlighting its potential benefits for those facing financial challenges in later life. Tune in now:
Wednesday Mar 20, 2024
In Conversation With… Pension Lab founder Scott Phillips
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
In this episode of In Conversation With, chief reporter Lois Vallely is joined by Pension Lab founder Scott Phillips for a chat about pensions. They talk about what is going on with the letters of authority process, whether the Consumer Duty will help, and how pensions dashboards will make the world of pensions easier to navigate.
Friday Mar 15, 2024
Weekend Essay – Why doesn’t money grow on trees?
Friday Mar 15, 2024
Friday Mar 15, 2024
Dive into this Weekend Essay with Dan Cooper as he takes us on a reflective journey through seaside adventures, children's innocent questions, and the vital role of financial education. Join the conversation on why money doesn't grow on trees and explore the ongoing debate surrounding financial literacy for children:
Wednesday Mar 13, 2024
In Conversation With... Nick Henshaw, Head of Intermediary Distribution, Wesleyan
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
In this episode of "In Conversation With," host Kimberley Dondo sits down with Nick Henshaw, Head of Intermediary Distribution at Wesleyan, to explore the shifting investment landscape. From guiding clients through market fluctuations to re-engaging with diverse asset classes, they delve into key strategies and challenges faced by advisers. Tune in:
Friday Mar 08, 2024
Weekend Essay: So you think the City isn’t sexist?
Friday Mar 08, 2024
Friday Mar 08, 2024
Tune in to Lois Vallely's Weekend Essay as she explores gender dynamics in finance, touching on prevalent sexual harassment and the need for a more inclusive environment for women in the industry.
Wednesday Mar 06, 2024
Podcast: Spring Budget 2024 Analysis with Chris Jones from Dynamic Planner
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
In the latest episode of the Money Marketing Podcast, the editorial team is joined by special guest Chris Jones from Dynamic Planner to dissect the implications of the Spring Budget 2024. Together, they dissect the recently announced Spring Budget 2024, analysing its key measures and potential implications for various aspects of the financial landscape. Listen now:
Wednesday Mar 06, 2024
In Conversation With... Cathi Harrison, CEO at The Verve Group
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
In this episode of In Conversation With, Lois Vallely is joined by Cathi Harrison, CEO at The Verve Group, as they delve into the challenges and opportunities facing financial advisers. With International Women's Day on the horizon, they also explore what's needed to attract diverse talent and more women into the industry. Listen now:
Friday Mar 01, 2024
Friday Mar 01, 2024
In this Weekend Essay, Maria Nicholls delves into the world of parenting podcasts, shedding light on the dangers of misleading financial 'advice' for new mums. Tune in for a thought-provoking discussion on securing financial futures amidst the challenges of motherhood.
Thursday Feb 29, 2024
Month in Review – February 2024
Thursday Feb 29, 2024
Thursday Feb 29, 2024
Tune in to our latest Money Marketing podcast as we recap the ups and downs of February and give you a glimpse of what's in store for our March issue. Don't miss out on this special episode! Listen now:
Wednesday Feb 28, 2024
In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.