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Artwork for Mortgage Strategy Podcast

Mortgage Strategy Podcast

mortgagestrategy
Royal London
Mortgage Industry
Protection
Mortgage Advice Bureau
Artificial Intelligence
First-Time Buyers
Income Protection
Mortgage Strategy Awards
Customer Service
Super Prime Lending
Customer Engagement
Specialist Lending
Diversity and Inclusion
Customer Satisfaction
Innovation
Regulatory Changes
Equity Release
Skipton Building Society
Consumer Duty
Second Charge Mortgages

Mortgage Strategy brings you an all-new podcast featuring leading industry figures speaking to Digital Content Manager Kimberley Dondo and guest speakers.

PublishesWeeklyEpisodes65Founded4 years ago
Number of ListenersCategory
Business

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Artwork for Mortgage Strategy Podcast

Latest Episodes

AI is transforming the mortgage industry at pace, but are brokers fully aware of the risks?

In this special Mortgage Strategy podcast, Mortgage Brain CEO Zahid Bilgrami joins James Prosser to discuss the launch of the Mortgage Brain AI Charter and t... more

In this episode Shelley Reid from Royal London discusses the rise of economic and financial abuse, explains the difference between them, and shares real-life examples showing how control over money, property, benefits and mobility can be used to coer... more

In this episode of Money Talks, Kimberley Dondo is joined by Stacey Penn (The Association of Mortgage Intermediaries) and Shelley Reid (Royal London) discuss why positioning protection conversations earlier in the mortgage journey increases uptake.

more

Kimberly Dondo interviews Will Hale, CEO of Key Equity Release and Answers in Retirement, about the coming inheritance tax changes in 2027, rising pension withdrawals, and the role of property wealth in retirement planning.

They discuss lifetime mor... more

In this episode Shelly Reid (Senior Protection Technical Manager, Royal London) and Stacey Penn (Head of Policy, AMI) discuss findings from the 2025 AMI Protection Viewpoint research and focus on how advisors can better serve renters—an underserved a... more

In this episode of Money Talks, host interviews Gregor Sked from Royal London to unpack the FCA's Pure Protection Market review. They discuss how the review is a signal rather than an intervention, the engagement and protection gaps affecting many ho... more

Chris Lynch from Source Insurance joins Kimberley Dondo to unpack what AI really means for mortgage advisers in the general insurance space.

From practical tools already making a difference to the challenges of integration and regulation, Chris shar... more

In this episode of the Mortgage Strategy Podcast, Kimberley Dondo speaks with Jennifer Gilchrist, Proposition Specialist, and Shelley Read, Senior Protection Development and Technical Manager at Royal London, to explore the growing mental health cris... more

Key Facts

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Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Shelley Reid
Senior Protection Technical Manager
Royal London
Episode: Money Talks: Economic Abuse
Will Hale
CEO Key Equity Release and Answers in Retirement (AIR)
Key Equity Release / AIR
Episode: The Home Is the Pension: Why Property Must Be in Retirement Plans
Shelly Reid
Senior Protection Technical Manager
Royal London
Episode: Money Talks – Putting Protection Viewpoint insights into action – Part 1
Stacey Penn
Head of Policy
AMI (Association of Mortgage Intermediaries)
Episode: Money Talks – Putting Protection Viewpoint insights into action – Part 1
Chris Lynch
IT Director at Source Insurance
Source Insurance
Episode: Podcast: AI & General Insurance: Navigating the Future for Mortgage Advisers
Jennifer Gilchrist
Protection specialist at Royal London
Royal London
Episode: Bridging the Mental Health Gap: How Protection Products Support Clients in Crisis
Julie Douglas
Senior Claims Assessor at Royal London
Royal London
Episode: Avoiding Claim Delays: How to Speed Up Payouts & Protect Clients
Shelley Read
Senior Protection Technical Manager at Royal London
Royal London
Episode: Underwriting Uncovered: How Advisers Can Avoid Delays & Secure Faster Outcomes
Stephan Nandadasa
Senior Protection Account Manager at Royal London
Royal London
Episode: Underwriting Uncovered: How Advisers Can Avoid Delays & Secure Faster Outcomes

Host

Kimberley Dondo
Host of Mortgage Strategy Podcast; frequently discusses protection, mortgage strategy, and industry policy.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Money Talks: Economic Abuse
Q: What should advisors do if they suspect someone is under this type of control, and how can they help?
Advisors should express concern, believe the person, listen without judgment, provide information about support resources, signpost to helplines, offer to accompany them when they make calls, train staff to recognize signs, and position conversations in a non-threatening way to encourage discussion about access to income and protective measures.
Money Talks: Economic Abuse
Q: So, we often hear about economic abuse and financial abuse. So, what is the difference if there is a difference?
The difference is that economic abuse is a broader form of coercive control that includes restricting access to finances, resources, and even fundamental needs, whereas financial abuse focuses more narrowly on manipulation of money and expenditures; both are forms of domestic abuse and require vigilance and supportive responses from professionals.
Money Talks – Putting Protection Viewpoint insights into action – Part 2
Q: So Stacey, how can advisors start to embed protection conversations more naturally as part of the mortgage process?
Stacey suggests using language that places the advisor in a helpful role, framing protection as a way to support the home purchase and family security, and embedding protection questions early in the mortgage discussion so the topic isn't treated as an optional add-on.
Money Talks – Putting Protection Viewpoint insights into action – Part 1
Q: Why is it important that renters get protection advice?
Shelly and Stacey discuss that renters have ongoing financial commitments beyond mortgage debt and that protection can shield deposits, housing costs, and preserve credit scores while renters work toward ownership.
Money Talks – Putting Protection Viewpoint insights into action – Part 1
Q: So before we get into the main part of this podcast, Shelly, do you want to introduce yourself?
Shelly introduces herself as Senior Protection Technical Manager at Royal London and emphasizes her role in talking to advisors about robust protection conversations.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Mortgage Strategy Podcast

What is Mortgage Strategy Podcast about and what kind of topics does it cover?

This show centers on mortgage strategy, protection, retirement planning, and broader financial services topics as they intersect with home ownership. Episodes frequently feature experts from Royal London, the Association of Mortgage Intermediaries (AMI), and other industry bodies, discussing protection gaps, consumer engagement, later-life lending, and the evolving advice landscape. A standout theme is practical, adviser-focused guidance: embedding protection conversations in the mortgage journey, using data-driven insights, and navigating regulatory and market changes with a view toward better consumer outcomes. Listeners are likely professionals in mortgage advising, protection specialists, and financial planners seeking actionable strate... more

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How many listeners does Mortgage Strategy Podcast get?

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What are the audience demographics for Mortgage Strategy Podcast?

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How many subscribers and views does Mortgage Strategy Podcast have?

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Which podcasts are similar to Mortgage Strategy Podcast?

These podcasts share a similar audience with Mortgage Strategy Podcast:

1. The Specialist - a Pepper Money Podcast
2. Mortgage Insider
3. Mortgage Business Mastery
4. The Property Podcast
5. This is Money Podcast

How many episodes of Mortgage Strategy Podcast are there?

Mortgage Strategy Podcast launched 4 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Mortgage Strategy Podcast?

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What guests have appeared on Mortgage Strategy Podcast?

Recent guests on Mortgage Strategy Podcast include:

1. Shelley Reid
2. Will Hale
3. Shelly Reid
4. Stacey Penn
5. Chris Lynch
6. Jennifer Gilchrist
7. Julie Douglas
8. Shelley Read

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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