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The Money Marketing Podcast

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The Money Marketing Podcast

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Money Talks: Closing the Income Protection advice gap

June 29, 2026 6:10pm 21 min

Kimberley Dondo explores the core findings of CIExpert’s Critical Thinking 2026 report, sponsored by Royal London. Joined by Gregor Sked (Royal London) and Paul Roberts (CIExpert), this episode tackles the realities of t...

MM Talks: The hidden emotional labour of financial advice with Emma Boardwell

June 24, 2026 11:39pm 27 min

Kimberly Dondo speaks with Emma Boardwell, founder of Emotional Finance, and Tom Brown about Emma’s move from psychotherapy into financial advice and her mission to bring emotional literacy into the industry. They discus...

Money Talks: Inside Centralised Retirement Propositions

June 08, 2026 11:45pm 21 min

In this episode, Kimberley Dondo is joined by Ilana Miller from Royal London about centralised retirement propositions (CRPs): what they are, why firms are adopting them, and how Royal London published a fully worked, ed...

MM talks: Rethinking Financial Advice from Entry to Exit with Hayley Rabbets

May 28, 2026 12:00am 31 min

Hayley Rabbets joins MM Talks to introduce Evergreen, a Calton-backed initiative designed to support the full lifecycle of financial planners, from training and early careers through business growth and succession planni...

Money Talks: Economic Abuse

May 19, 2026 12:30am 19 min

In this episode, Shelley Read of Royal London explores the rising problem of economic and financial abuse — how partners or carers use money, benefits, property and debt to control victims. She outlines differences betwe...

MM Talks: Tackling the talent pipeline and the future of advice with Cathi Harrison

May 01, 2026 12:00am 30 min

Cathi Harrison, CEO of Verve and the Verve Foundation, explains how the foundation evolved since 2021 to attract and train new talent for the finance sector. She discusses program redesigns, a new recruitment platform, a...

The Advice Shift | Episode 3: Mechanisms to Protect Investors

April 20, 2026 11:25pm 15 min

In this episode, Andy Brown and Mark Baldwin explain how product design—especially smooth funds—acts as behavioral insurance to help investors avoid knee-jerk reactions to political and market volatility, bridge the gap ...

The Advice Shift | Episode 2: Why Complex Formulas Fail Clients

April 13, 2026 11:30pm 12 min

The advice gap remains a significant challenge for the UK financial sector, with 90% of people currently making major financial decisions unsupported. The advice gap remains a significant challenge for the UK financial s...

The Advice Shift | Ep 1: The Move to Behavioural Finance

April 06, 2026 11:49pm 9 min

In this episode, Mark Baldwin from Standard Life discusses NextWealth research showing that technical skill alone isn’t enough—advisers must understand clients’ emotions and behaviours to create financial plans people wi...

Money Talks: Beating the frozen tax bands

March 16, 2026 12:31am 22 min

In this episode of Money Talks, Kimberly Dondo is joined by Fiona Hanrahan and Justin Corliss from Royal London to explain the impact of frozen tax bands through April 2031 and the rising problem of fiscal drag. They wal...

Closing the Gender Gap: Why Women Are Missing from Financial Advice

February 25, 2026 11:27pm 32 min

Kimberley Dondo, Tom Browne and Dan Cooper discuss a busy start to 2026, focusing on the shortage of women in financial advice, where fewer than one in five advisers are female, the perception problem that deters candida...

Money Talks Podcast: Making the most of allowances

February 16, 2026 12:00am 17 min

In this episode, Kimberley Dondo sits down with Fiona Hanrahan and Justin Corliss from Royal London to tackle one of the most frequent technical queries as the tax year-end approaches: carry forward. With the annual allo...

MM Talks: Advisors vs Platforms: Is Bringing Tech In-House a Smart Move?

January 29, 2026 12:00am 32 min

MMTalks launches 2026 with the Money Marketing team discussing the risks of advisors building in-house platforms, geopolitical shocks from Trump and their muted market impact, the rise (and possible burst) of the AI bubb...

MM Talks: End of year round-up

December 26, 2025 12:00am 37 min

Kimberley Dondo and Dan Cooper wrap up 2025 with a deep dive into the year’s knottiest topics. From the "fatigue" surrounding the advice/guidance boundary to the confusing world of crypto regulation, the team asks: is th...

Protection and pensions series: Unlocking the Workplace Pensions Report 2025

December 11, 2025 11:51pm 22 min

How do you convince a client to consolidate their "shoebox" of old pensions when 59% are happy to just "leave it"? In this episode of The Money Marketing Podcast, in association with Royal London, we look at the actionab...

MM Talks Budget Special: From Salary Sacrifice to the Legacy Squeeze

November 28, 2025 1:01am 34 min

In this special reaction episode of MM Talks, we tear up the script following the unprecedented early leak of the OBR report and the Chancellor's subsequent speech. Join Kimberley Dondo as she sits down with the Money Ma...

MM Talks: Unpacking the AI Minefield and Pre-Budget Fears

November 18, 2025 11:52pm 39 min

What's the real mood of UK advisers? The Money Marketing team reports back from MMI London. Join Tom Browne, Dan Cooper, and Kimberley Dondo as they also tackle the AI 'minefield', discussing how to innovate without alar...

MM Talks: AI in Advice – Beyond the Buzzword to Business Impact

October 29, 2025 1:06am 31 min

Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms? Recorded live from our Money Marketing Interactive London 2025 conference, this expert panel moves beyond the hype to discuss the ...

Pensions and Protection Podcast: Inheritance Tax on Pensions

October 06, 2025 12:28am 38 min

In this episode, we tackle the monumental shifts in UK inheritance tax (IHT) rules. Joining us from Royal London's Technical Marketing Team is Justin Corliss, who breaks down the impact of the October 2024 budget announc...

MM Unpacked: The Future of Wealth & Work

September 29, 2025 12:20am 46 min

In this month’s episode of MM Unpacked, we dive into the big topics of adviser life, generational wealth, and the changing face of the industry. Host Kimberley Dondo is joined by Editor Tom Browne and News Editor Dan Coo...

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