Advertise on podcast: Mortgage Strategy Podcast

In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Amelia Holmes, Senior Marketing Executive at Sort Group and a member of the MS NextGen Class of 2026. The MS NextGen programme is Mortgage Strategy’s flagship 12-month talent accelerator, created to identify, develop, and champion 30 of the most promising professionals under 30 across the UK mortgage, legal, and protection sectors. Amelia lifts the lid on the conveyancing and legal technology side of property transactions, sharing how marketing and digital innovation are modernising a traditionally complex part of the homebuying journey. She discusses the challenges of communicating complex legal processes to brokers and clients, why seamless collaboration between advisers and conveyancers is vital for reducing transaction friction, and how technology can improve transparency from offer to completion. Amelia also reflects on representing the legal tech and marketing space within the MS NextGen 30 Under 30 cohort and shares what she enjoyed most from the program.

In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Carly Bown, Senior Credit Risk Analyst at Together and a member of the MS NextGen Class of 2026. The MS NextGen programme is Mortgage Strategy’s flagship 12-month talent accelerator, created to identify, develop, and champion 30 of the most promising professionals under 30 across the UK mortgage and protection sector. Carly lifts the lid on the specialist lending and credit risk side of property finance, sharing how she navigated her path into analytics and stepped into a senior risk role early in her career. She tackles the biggest misconceptions advisers hold about credit analysts, explains how lenders evaluate risk in a shifting macroeconomic climate, and discusses why human judgement remains vital alongside automated underwriting models. Carly also reflects on bringing a specialist analytical voice to the MS NextGen 30 Under 30 cohort and shares her advice for anyone considering submitting an entry for the 2027 intake.   Register your interest for the MS NextGen 2027 cohort. Application opens later in September 2026. Pre-register online now.

In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Evie Beaumont, Financial Adviser at Lincolnshire Independent Financial Advisers and a member of the MS NextGen Class of 2026. The MS NextGen programme is Mortgage Strategy’s flagship 12-month talent accelerator, created to identify, develop, and champion 30 of the most promising professionals under 30 across the UK mortgage and protection sector. Evie takes us through her multi-disciplined journey across the profession, sharing how hands-on experience as a paraplanner and mortgage broker shaped her transition into holistic financial advice. She discusses the steep learning curve of stepping into direct, client-facing advice, how technical behind-the-scenes knowledge provides an edge with complex cases, and why bridging the gap between property finance and wider wealth planning is essential for clients today. Evie also reflects on her experience within the MS NextGen 30 Under 30 cohort and shares her advice for anyone considering putting themselves forward for the 2027 intake.

In the launch episode of MS NextGen Podcast, Kimberley Dondo sits down with Joe Maskell, Mortgage and Protection Adviser at The Finance Planning Group and a member of the MS NextGen Class of 2026. The MS NextGen programme is Mortgage Strategy’s flagship 12-month talent accelerator, created to identify, develop, and champion 30 of the most promising professionals under 30 across the UK mortgage and protection sector. In this open, frontline conversation, Joe unpacks the practical realities of giving mortgage advice in today’s market: the steep learning curves of his early days, the persistent misconceptions clients hold about brokers, and how he keeps a clear head when transactions become complicated. He also discusses what being selected for the MS NextGen 30 Under 30 has meant for his career, why genuine peer support matters, and what he would say to anyone hesitating to submit an application for the 2027 cohort. Register your interest for the MS NextGen 2027 cohort.   Application opens later in September 2026. Pre-register online now.

Mortgage advisers frequently encounter clients with complex, modern income streams. In this episode of the Money Talks podcast, host and digital content manager Kimberley Dondo sits down with Royal London’s Gregor Sked and CIExpert’s Paul Roberts to discuss CIExpert’s Critical Thinking 2026 report. They dive into how to overcome advice friction for self-employed and contract workers, and how to align protection products with the changing realities of client retirement timelines.

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 the four pillars every broker and firm should understand before adopting AI: Cost, Intellectual Property, Consistency and Speed. From client data risks and Consumer Duty concerns to the difference between purpose-built mortgage AI and public AI tools, this episode explores the opportunities, pitfalls and practical realities of AI in mortgage advice. Mortgage Strategy Podcast If you’re a broker, network, lender or firm principal looking to adopt AI safely and strategically, this is essential listening.

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 coerce victims. She outlines which groups are at higher risk, the effects on mortgages, protection products and debt, and practical red flags for advisors, friends and family to watch for. The episode closes with clear, compassionate advice on how to respond—listen, believe, signpost support services and ensure staff are trained to identify and help those experiencing economic abuse.

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. They cover practical ways advisors can embed these discussions — using clear language, leveraging mortgage documents as prompts, asking what clients want to happen rather than focusing on fears, and emphasizing the human value of advice. The episode also highlights FCA nudges, referral opportunities, and the importance of supporting advisors with provider coaching.

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 mortgages, advice silos, referral pathways for brokers, and practical steps advisors should take to include homeowners' equity in holistic financial plans.

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 and growing segment—through income and lifestyle protection. They cover practical opportunities for advisers, including building long-term client relationships, using internal and external referrals, protecting deposits and credit scores, educating younger clients about income protection, and timing protection conversations around remortgages and product transfers.

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 households, and the growing importance of consumer duty, claims outcomes, trusts and clear explanations of income protection. Gregor offers practical advice for advisers: embed protection in everyday planning, use client stories to explain outcomes, document value and review policies regularly, and prepare for the FCA's final conclusions while continuing to focus on delivering fair value and good customer outcomes. For practical guidance on wider technical and regulatory protection topics, visit Royal London’s Technical Central: https://adviser.royallondon.com/technical-central/protection-guidance/  Money Talks

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 shares where AI can enhance advice and where the human touch remains essential. He also tackles concerns around job security, vulnerable customers, and how advisers can cut through the hype to focus on what actually works. Listen now:

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 crisis in the UK and its impact on families and the insurance industry. They discuss how protection products and integrated support services can help bridge the gap left by NHS delays, how advisers can confidently address mental health in client conversations, and what underwriting considerations come into play when a client has a mental health history. Mortgage advisers & brokers— want to ensure smoother claims for your clients? Get more resources and support from Royal London today! Listen to the previous episodes in the series here.

In this episode of the Mortgage Strategy Podcast, host Kimberley Dondo is joined by Gregor Sked and Shelley Read, Senior Protection Development and Technical Managers at Royal London, to explore why protection often feels out of reach for younger clients — and why that mindset needs to change. They unpack the most common myths holding young people back, the key messages that really resonate, and how advisers can reframe protection as a smart, proactive step for the next generation. From surprising trends in younger client applications to tips for tailoring advice, this episode is a must-listen for any adviser looking to future-proof their business.   Mortgage advisers & brokers— want to ensure smoother claims for your clients? Get more resources and support from Royal London today! Listen to the previous episodes in the series here.

Delayed claims can cause unnecessary stress for clients, families, and advisers. In this episode of the Mortgage Strategy Podcast, Kimberley Dondo is joined by Julie Douglas, Senior Claims Assessor at Royal London, to uncover the biggest causes of claim delays—and what advisers can do to keep things moving smoothly. From common pitfalls to the power of clear communication, Julie shares expert insights to help you manage expectations and reduce processing times. Plus, discover how Royal London supports clients and advisers during the claims process.   Mortgage advisers & brokers— want to ensure smoother claims for your clients? Get more resources and support from Royal London today! Listen to the previous episodes in the series here.