The Money Marketing Podcast

In Conversation With... Rohit Vaish & Amal Jolly: Revolutionising Wealth Management with Saturn AI

In this episode of In Conversation With..., Kimberley Dondo, Digital Content Manager, is joined by Rohit Vaish, President & Co-founder, and Amal Jolly, CEO of Saturn AI. They explore how Saturn AI is transforming wealth management by streamlining operations, enhancing compliance, and maximising underutilised data.
Discover how this cutting-edge platform automates processes, simplifies back-office systems, and delivers a “single source of truth” for financial advisers. Rohit and Amal also share insights into AI advancements, data security, and Saturn’s forward-looking vision for the industry.

Weekend Essay: The spiralling cost of Christmas is getting ridiculous

In this Weekend Essay, our chief reporter, Lois Vallely, explores how the pressure to spend big during the festive season has reached staggering new heights. From rising stamp prices to the soaring cost of Christmas dinner, she asks: have we lost sight of what really matters? Listen now:

In Conversation With… Industry Leaders on the Impact of Consumer Duty

In this episode of ‘In Conversation With…’, editor Tom Browne discusses the implications of the Consumer Duty with Vanessa Riboloni of the Chartered Insurance Institute (CII), Natalie Holt of The Lang Cat, Tracy Vegro of the Chartered Institute for Securities & Investment (CISI) and Keith Richards of the Consumer Duty Alliance.
 
Among the topics explored are industry reactions, shifts in culture, client expectations, fair value, unintended consequences and what might happen in the future.

Weekend Essay: No one wants to go back to the days before flexible working

In this week's Weekend Essay, Momodou Musa Touray reflects on the lasting changes flexible working has brought since the pandemic. With hybrid work now a key factor in job selection and campaigns for shorter working days gaining momentum, the shift towards better work-life balance is undeniable. But are we ready to fully embrace this new world of work? Tune in to hear insights on how flexible working is revolutionising the workplace and why it’s here to stay.

In Conversation With… Kate Rainbow: Navigating Consumer Duty Compliance

In this episode of In Conversation With…, Kimberley Dondo speaks with Kate Rainbow, Head of Key Accounts at Hymans Robertson Investment Services. They discuss how Consumer Duty is reshaping the advice industry, from the rise of outsourcing to ensure sustainable income to understanding the manufacturer versus distributor distinction. Kate also explains the importance of scenario testing, evidencing value for money, and ongoing compliance strategies.
Listen now to discover how firms can adapt and thrive under the new regulations.

Weekend Essay: Looking past assumptions during Disability History Month

In this week’s Weekend Essay, Amanda Newman Smith reflects on Disability History Month, exploring assumptions about people and how these can shape perspectives. From her personal anecdotes to insights from the ITV show Unfiltered Women, Amanda highlights the importance of listening to diverse voices. What can we learn by looking past first impressions? Tune in to this thought-provoking episode for a deeper understanding of empathy, resilience, and inclusion.
 

In Conversation With... Matt Evans: Sustainable Opportunities in UK Equities

Join host Kimberley Dondo on In Conversation With... as she interviews Matt Evans, Portfolio Manager for Ninety One’s UK Sustainable Equity Fund. They discuss the compelling case for UK equities, market trends, the evolving IPO landscape, and how sustainability drives value. Learn how the GB ISA could reshape investment and why top holdings like AstraZeneca and Unilever are central to the fund’s strategy.
Tune in now:
 

Weekend Essay: Is ‘sorry’ really the hardest word?

In this Weekend Essay, Tom Browne reflects on the art of apologising in financial services, spotlighting recent cases from Aegon UK and the PFS. He examines why some apologies resonate while others fall flat, the fine line between sincerity and damage control, and why saying sorry can be a powerful act of strength.
Listen now:
 

In Conversation With Roderic Rennison: Navigating Post-Budget Deals in Financial Advice

In this podcast, editor Tom Browne is joined by Roderic Rennison, founder and partner of Catalyst Partners and Money Marketing columnist, to discuss buying, selling and consolidation post-Budget in the financial advice space.
Among the topics discussed are changes to business asset disposal relief (BADR), the attractiveness of the UK to private equity (PE) firms, and why “the tax tail should not wag the deal dog”.

Weekend Essay: We need to have those difficult conversations about death

In this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death.
From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now: