The Money Marketing Podcast

Financial Wellbeing Series – Improving Financial Wellbeing

At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.
In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.
In the final episode, Rohan Sivajoti – co-founder of NextGen Planners – highlights how important it is that advisers try to help improve the wellbeing of everyone in society, not just the richest

In Conversation With...Emmanuel Asuquo

Emmanuel Asuquo is a veteran financial adviser and media personality. His motivation stems from his dedication to helping everyday people, leading him to be dubbed financial adviser to the nation. Listen to the latest podcast as Digital Content Manager, Kimberley Dondo discusses his journey through financial services, what drives his passion for helping others with their finances and where he sees the industry progressing.
 

Does evening up the score undermine diversity and inclusion?

In her latest Weekend Essay podcast, feature writer, Amanda Newman Smith asks Does evening up the score undermine diversity and inclusion? 

Consumer Duty Series - Multi-cover Protection Plans

In the last episode, Amanda Newman Smith feature writer at Money Marketing, and Gregor Sked, Intermediary Development & Technical Manager from Royal London, discuss how multi-cover protection plans can help advisers satisfy the new Consumer Duty. We’ll also look at how these plans can be tailored to meet clients’ needs and budgets – which is particularly important given the current cost of living crisis.

Financial Wellbeing Series – Money Mindset

At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.
In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.
This episode, Dr Thomas Mathar – insight manager at Aegon UK’s Centre for Behavioural Research – discusses why advisers should be trying to help their clients adjust their mindset to help improve financial wellbeing.
 

In Conversation With... Jess McGuigan

In the latest episode of our new podcast series, Digital Content Manager, Kimberley Dondo is joined by Jess McGuigan, Chartered Wealth Planner at Kingswood Group.
In this episode, Jess details her evolution from financial planning administrator to paraplanner and finally chartered wealth planner.

Consumer Duty Series - Cost of Living Crisis

Amanda Newman Smith features writer at Money Marketing and Gregor Sked, Intermediary Development & Technical Manager from Royal London discuss the Consumer Duty in relation to the cost of living crisis and look at how advisers can make sure they meet the expected requirements of the new Duty when their clients are under increasing financial pressure.
And if you’d like to explore the tools we’ve mentioned today, visit adviser.royallondon.com/building resilience

Financial Wellbeing Series - Importance of Financial Education

At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.
In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.
In the first episode, Alison Gray – co-founder of Wellthy – talks about the important role of education in helping people improve their financial wellbeing.

In conversation with... Robyn Allen

In the first episode of our new series, Digital Content Manager, Kimberley Dondo is joined by Robyn Allen, director at Robyn Allen Solutions, a firm that specialises in protection advice. Robyn shares her personal journey of highs and lows in financial services and shares advice for aspiring advisers who want to stand out in the industry.
In Conversation with podcast, a series where we speak to notable figures in the realm of financial services. Listen as they share their personal journeys, thoughts on the industry and advice for aspiring advisers. 

The cliff edge of advice

In his latest Weekend Essay, Acting Editor, Michael Klimes analyses the future of financial planning and how it reinforces a stereotype about advisers.