The Money Marketing Podcast

Month in Review – May 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

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: 

Pensions and Protection Podcast: Boosting Workplace Pension Value

Join us for the first episode in our new series of Royal London’s informative pensions and protection podcasts. In this episode, Rory Marsh, Customer Life Stage Director at Royal London, discusses how advisers can provide value and long-term financial resilience for workplace clients’ pension savings.
 
Topics covered include:
Financial planning decisions for the new tax year
Engaging customers and driving pension participation
Addressing the unique needs of younger savers
Employer trends in financial support for employees
Strategies for advisers to enhance their service offerings
Tune in for expert insights and practical tips to help financial advisers navigate the evolving landscape of workplace pensions.
Visit: adviser.royallondon.com/PeoplePowered for additional resources and support.

MM Talks: Episode 1 - Financial Advice in 2024

Join us for a casual conversation with Lois Vallely and Kimberley Dondo, as we dive into the hot topics shaping the future of financial advice in 2024. We'll tackle Consumer Duty, regulatory challenges, the importance of mental health in the industry, and what lies ahead for financial advisers. This is your insider's look at the world of financial advice, straight from the Money Marketing editorial team. Tune in for insights, laughs, and a fresh perspective on the evolving landscape of financial services.

Weekend Essay: Money matters – How Saudi Arabia’s influence is changing sport

This week, Dan Cooper explores the transformative impact of Saudi Arabia's financial influence on global sports. From Cristiano Ronaldo's move to the Saudi Pro League to hosting the 2034 World Cup, Saudi investment is reshaping football, Formula One, golf, and more. As the Kingdom's Public Investment Fund (PIF) continues to expand its reach, the implications for the future of sports, ethics, and the magic of the game are profound. Tune in now:
 

In Conversation With... Gee Foottit: How Mentorship & Diversity Are Shaping the Future of Financial Advice

In this episode of "In Conversation With," Kimberley Dondo chats with Gee Foottit about the challenges and opportunities in the financial advice industry. They discuss recruitment, retention, the importance of diversity, and initiatives to attract talent from diverse backgrounds. Foottit also highlights "The Switch" podcast, which focuses on second careerists transitioning into financial advice, and shares insights on the unique perspectives and contributions they bring to the profession. The conversation concludes with a look at the evolving landscape of financial advice and the role organizations like the St. James's Place Academy play in supporting and developing new talent.

Weekend Essay: My plan for the end of the world

In this week's episode, Lois Vallely shares her fascination with end-of-the-world scenarios, from zombie outbreaks to natural disasters. She explores the reasons behind this fascination and how it ties into the real-life threat of ancient viruses being released due to climate change. Additionally, she dives into the potential economic consequences of societal collapse, highlighting the skills and resources that would hold value in a post-apocalyptic world.

In Conversation With... Emma Collins, Partner at Weightmans

In this episode of "In Conversation With," Kimberley Dondo talks to Emma Collins, Partner at Weightmans, about pre-nups, post-nups, and wealth protection in relationships. Collins discusses evolving trends in pre-nups, the rise of post-nups, key considerations in asset splitting during divorce, and common pitfalls in wealth protection. She also highlights legal implications, recent developments, and strategies for financial advisers to broach these topics sensitively.

Weekend Essay: How important is ‘passing trade’?

In her Weekend Essay, Amanda Newman Smith shares a heartwarming anecdote from a local market visit, prompting reflections on customer relationships in businesses. She discusses the balance between transactional advice and long-term engagement in the financial sector, advocating for a nuanced approach that values all client interactions. Amanda highlights the evolving dynamics of customer engagement and the challenges faced by businesses in maintaining service quality amidst commercial pressures. Listen now:

In Conversation With... Paula Steele, Director, John Lamb Hill Oldridge

Join Kimberley Dondo in this episode of "In Conversation With" as she chats with Paula Steele, director at John Lamb Hill Oldridge, about protection financial advising. They cover tailoring protection plans, strategic use of life insurance for tax planning, recent tax law changes, common misconceptions, and future trends in life insurance for tax planning. Tune in for expert insights on navigating financial protection and tax planning.