The Money Marketing Podcast

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.
 

Consumer Duty Series - How Consumer Duty benefits clients

Amanda Newman Smith is joined by Shelley Read, from Royal London, and Financial Adviser Robyn Allen, from Robyn Allen Solutions, to discuss how the Consumer Duty will benefit clients and their families and take a closer look at what is meant by ‘good outcomes’ in terms of protection.

Adapting your advice for ESG series: ESG: the right tools for the job

In the final episode of Adapting your advice for ESG series, chief reporter, Lois Vallely, and Bethan Dixon, Portfolio Manager at Quilter discuss the key challenges facing advisers when it comes to ESG investing and how it affects portfolio construction.

The scourge of investigating romance scams

With a rise in romance on dating apps, reporter Jean-Baptiste Andrieux investigated how scammers seduce their victims in his latest Weekend Essay.

Podcast: Month in Review - June 2022

We are halfway through the year, and the editorial team at Money Marketing once again gathered to discuss highlights from the June issue, as well as share some highlights from the upcoming July issue.