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The Money Marketing Podcast

moneymarketing
Financial Services
Financial Advisors
UK Pension System
Financial Planning
Labour Party
Chancellor Rachel Reeves
Bereavement Support
Economic Growth
Pension Outcomes
Cost Of Living Crisis
Financial Advice
Verve Foundation
Money Marketing Awards
Holiday Pricing
Entrepreneurship
Pension Contributions
Auto Enrolment
Investment Strategies
Scottish Widows
Emotional Support

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

PublishesWeeklyEpisodes101Founded6 years ago
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Business NewsNews

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Artwork for The Money Marketing Podcast

Latest Episodes

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 announcement on pensions.

We'll disc... more

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 Cooper to discuss what's on every... more

This week on MM Talks, we're joined by Rowan Whittington (Dynamic Planner) and Jim Islam (OneFamily), along with our own Tom Browne and Kimberley Dondo. We take a deep dive into the state of diversity and inclusion in the UK financial services sector... more

Welcome to Episode 2 of MM Unpacked! Join Kimberley Dondo alongside Money Marketing's editorial team, Dan Cooper and Tom Browne, as they discuss the Government's controversial decision to push ahead with including unused pensions in Inheritance Tax a... more

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Recent Guests

Justin Corliss
Technical Marketing Team Manager at Royal London
Royal London
Episode: Pensions and Protection Podcast: Inheritance Tax on Pensions
Jim Islam
CEO of OneFamily, which is focused on financial mutual services and customer engagement.
OneFamily
Episode: MM Talks: D&I in Financial Services – Beyond the Tick-Box
Rowan Whittington
Director of Product at Dynamic Planner, focused on advice technology and customer engagement.
Dynamic Planner
Episode: MM Talks: D&I in Financial Services – Beyond the Tick-Box
Ilana Miller
Investment Development Director at Royal London, focused on investment, retirement, and client behavioral support.
Royal London
Episode: Protection and Pensions Series: Building Investor Resilience with Royal London
William Marshall
Chief Investment Officer at Hymans Robertson Investment Services
Hymans Robertson
Episode: In Conversation With... William Marshall: Investment Lessons from Crisis to Resilience
Emma Thompson
Industry consultant with personal experience of cancer
Consultant
Episode: Weekend Essay: Communicating the protection message closer to home
Phil Jeans
Head of Individual Protection at MetLife UK and cancer survivor
MetLife UK
Episode: Weekend Essay: Communicating the protection message closer to home
Lisa Kelly
Claims expert at Life Search and spouse of a cancer survivor
Life Search
Episode: Weekend Essay: Communicating the protection message closer to home
Frederika Clay
Founder of F & O Wealth Management
F & O Wealth Management
Episode: In Conversation With... Frederika Clay: From Adviser to Entrepreneur

Host

Kimberley Dondo
Digital Content Manager with experience hosting and producing content in the financial services sector, she brings insights on engaging discussions around financial topics.

Reviews

4.4 out of 5 stars from 8 ratings
  • Speaker phone

    Maybe semantics but.. using a speaker phone not conducive to an enjoyable listen so switched off after a few minutes.

    Apple Podcasts
    2
    SimonWelch
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some have noted issues with sound quality during certain episodes, which can detract from the experience.
Listeners appreciate the in-depth discussions and expert insights offered in each episode.
The focus on real-life experiences and personal stories within the financial sector is well-received, making the content relatable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Pensions and Protection Podcast: Inheritance Tax on Pensions
Q: How is the total estate value and then IHT charge determined?
The total estate value and IHT charge determination involves a five-step process that includes gathering information about all assets including pensions.
Pensions and Protection Podcast: Inheritance Tax on Pensions
Q: What sort of questions have financial advisors been coming to you with?
Financial advisors are asking about whether to start gifting now and how to manage the implications of increased inheritance tax liabilities for their clients.
MM Talks: Rick Gosling on Finfluencers, Gen Z & the Future of Advice
Q: How can advisors use intergenerational planning to build financial resilience and knowledge within families?
Advisors should engage younger generations in financial discussions to instill good financial habits and ensure a smooth transition of wealth between generations.
MM Talks: Rick Gosling on Finfluencers, Gen Z & the Future of Advice
Q: Do you think advisors have a role to play in educating clients and their children about spotting misinformation and unregulated advice?
Yes, Gosling believes advisors should act as sounding boards and help clients discern misinformation they've encountered, thus educating them.
MM Talks: Rick Gosling on Finfluencers, Gen Z & the Future of Advice
Q: What do you see as the biggest risks for consumers and also for the profession as financial advice?
Gosling highlights the dangers of unregulated financial advice on social media, where misinformation can lead consumers astray without the protection that regulated advice offers.

Audience Metrics

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Frequently Asked Questions About The Money Marketing Podcast

What is The Money Marketing Podcast about and what kind of topics does it cover?

Content focuses on current trends and discussions within the financial services sector, highlighting expert insights from industry leaders. Noteworthy topics include personal financial planning, the impact of regulatory changes, and a wide range of financial products, including protection policies and investment strategies. The podcast takes a personal approach by featuring narratives of individuals navigating financial challenges, especially in relation to health issues like cancer, and offers actionable advice on effectively communicating the value of financial services to consumers. This unique blend of professional insight and personal storytelling is likely to resonate with listeners seeking a deeper understanding of the financial land... more

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How many listeners does The Money Marketing Podcast get?

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Which podcasts are similar to The Money Marketing Podcast?

These podcasts share a similar audience with The Money Marketing Podcast:

1. FTAdviser Podcast
2. TRAP: The Real Adviser Podcast
3. The Wealth Show
4. The Meaningful Money Personal Finance Podcast
5. AJ Bell Money & Markets

How many episodes of The Money Marketing Podcast are there?

The Money Marketing Podcast launched 6 years ago and published 101 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 The Money Marketing Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Money Marketing Podcast?

Recent guests on The Money Marketing Podcast include:

1. Justin Corliss
2. Jim Islam
3. Rowan Whittington
4. Ilana Miller
5. William Marshall
6. Emma Thompson
7. Phil Jeans
8. Lisa Kelly

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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