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 real-world impact of artificial intelligence. Listen as industry leaders explore the practical opportunities and challenges of integrating AI, from boosting efficiency with automation to enhancing the client experience. Our panel, moderated by Richard Bradley of Platforum, features Helen Lovett (Foster Denovo), Madeleine Debney (Otto), Peter Ferguson (St. James's Place), and Rowan Whittington (Dynamic Planner). They offer practical advice on navigating the ethical and regulatory hurdles to stay competitive and help close the advice gap.   To explore this topic further, read our related Big Picture feature on AI here: The Big Picture: When AI meets advice – innovation or compliance minefield?

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 discuss how unused pension pots and death benefits are set to be included in IHT calculations from April 2027, and what this means for your clients' financial plans. Justin clarifies the new payment process, the surprising exemption for death-in-service benefits, and provides a crucial checklist for financial advisers. Whether you're an expert or a newcomer to this topic, you'll gain valuable insights to navigate these changes and help your clients plan for their legacy. This episode is brought to you in association with Royal London. Pensions & Protection Podcast

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 everyone's mind.   Tom shares his unique insights from interviewing advisers for his 'Big Picture' feature on the human side of the job, while Dan unpacks his provocative leader 'Will the last of the wealthy please turn off the lights?' and what it means for the profession. The team also discusses what Laura Purkess's feature on the great wealth transfer means for advisers and their clients. Plus, they look ahead to MMI London and what to expect from the podcast as Kimberley prepares for his paternal leave.

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. Our panel discusses the industry's evolution on D&I, how it compares internationally, and the tangible business benefits of building a truly diverse team. They also share powerful personal stories of navigating unconscious bias and challenging the status quo, revealing what makes D&I efforts feel genuine. But as initiatives have been a focus for some time, is 'D&I fatigue' setting in? And how are younger professionals changing the conversation? Listen now

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 and how the industry is reacting. They also cover the latest on financial scams, the rise of apprenticeships as a new route into advice, and the FCA's ongoing battle against toxic workplace cultures. Listen now:  

When markets get rocky, how can financial advisers help their clients stay the course? Join Kimberley Dondo and Ilana Miller, Investment Development Director at Royal London, as they discuss the art of guiding clients through market volatility. In this episode, they explore the importance of addressing the emotional side of investing, proactive strategies to build long-term resilience, and the value of multi-asset solutions and active management in challenging times.   Learn how to help your clients build confidence and remain focused on their financial future. For more resources on investing and financial planning, visit the Royal London website. Listen to the previous episodes in the series here.

Rick Gosling, Director at Five Wealth, joins MM Talks to discuss the rise of unregulated advice on social media, how advisers can stay relevant to Gen Z, and the potential and pitfalls of AI in financial planning. He also shares thoughts on intergenerational advice and building financial literacy across families. Listen now:

In this episode of MM Unpacked, Kimberley Dondo, Dan Cooper, and Tom Browne unpack the FCA's targeted support, discuss the importance of work experience in attracting young talent to financial advice, and reveal Money Marketing's digital evolution.

In this episode, Kimberley Dondo speaks to William Marshall, Chief Investment Officer at Hymans Robertson Investment Services, about the investment lessons learned from the Covid-19 pandemic. They explore how markets reacted during the initial shock of lockdown, the long-term trends accelerated by the crisis, and the role advisers played in guiding clients through turbulent times. William also shares insights on behavioural patterns, portfolio resilience, and what advisers should consider when preparing for future volatility.   For more episodes of our In Conversation With series, click here.

In this Weekend Essay, Amanda Newman Smith reveals why even those working in financial services can overlook the value of protection insurance — and what this means for how the industry communicates the importance of cover. Listen now.

In this episode, Money Marketing editor Tom Browne sits down with industry veteran Roderic Rennison, founder of Catalyst Partners, to reflect on five decades in financial services. From door-to-door life insurance in the 1970s to the digital age of advice, Rennison shares what’s changed, what hasn’t... and what he still hopes to see.  

In this episode of In Conversation With..., Kimberley Dondo speaks with Bryn Williams, a self-proclaimed “un-retiree” who re-entered the world of financial advice after a successful first career. Bryn shares how the Verve Foundation’s Adviser Incubator reignited his confidence, how his experience with science and tech clients informs his current approach, and why life’s big transitions have made him a more empathetic adviser. He also explores how the industry can better support experienced professionals making a comeback — and offers heartfelt advice for those considering their own second act in financial services.

Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA's AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.   Discover more tools, research, and resources to support your Consumer Duty journey from Royal London today! Listen to the previous episodes in the series here.

In this episode of In Conversation With..., Kimberley Dondo speaks with Frederika Clay, Chartered Financial Planner at F & O Wealth, about her journey from working in financial services to launching her own firm. Frederika shares what drew her to The Verve Foundation’s Adviser Incubator, how its mentoring and community support helped her grow, and the pivotal moment she knew entrepreneurship was right for her. She also reflects on the challenges she’s faced, lessons learned, and her aspirations for the future of her business—and the financial advice industry as a whole.  

In this episode of In Conversation With..., Kimberley Dondo speaks with Alexander Thomas — Financial Adviser, content creator, landlord, and start-up investor — about his journey from cold calling to carving out a unique voice in financial education. He shares what it was like finding his feet in the industry, how he juggles multiple roles, and why he believes more advisers should embrace social media. From debunking financial myths to tackling trolls and algorithms, Alex opens up about the power and pitfalls of building an online presence — and his vision for the future of financial advice in the UK.

In this week’s Weekend Essay, Tom Browne reflects on the financial and emotional toll of parenthood — from overspending at toy shops to chaotic family holidays. With another child on the way and a toddler already stretching his willpower (and wallet), Tom asks: are the sacrifices we make now really worth it in the long run?

As VCTs mark their 30th anniversary, Chris Lewis reflects on the sector's evolution, the critical role it has played in backing UK startups, and how recent policy changes—like the extension of the sunset clause—are shaping its future. He joins Kimberley Dondo to explore how investor sentiment is shifting, what the Autumn Budget could mean for 2025, and what advisers and investors should consider in today’s economic landscape.

In this episode, Kimberley Dondo speaks with Symon Stickney, CEO of Collidr, to explore whether the UK’s Model Portfolio Service market is truly on the “edge of chaos”—or simply undergoing necessary evolution. They unpack the flood of options facing advisers, the myth of “too much choice,” and what really matters when selecting an investment partner. Symon shares his take on hidden portfolio risks, the role of tech (without the hype), and why service—not just performance—is the ultimate differentiator. Is the current disruption just noise—or the new normal? Tune in to find out how Collidr aims to help advisers not just survive, but thrive.

In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally. What are the most common pitfalls in UK-Australia financial planning?

In this episode of In Conversation With..., Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM’s portfolio is positioned for long-term growth. He also discusses strategies for managing risks amidst geopolitical uncertainties and how UEM plans to continue its strong performance and dividend history in a volatile market.