Mortgage Strategy Podcast

Hosted by mortgagestrategy

Business

Website RSS feed

Episodes

Latest episode

Oct 2026

Language

About the show

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

Listen to episodes

60 recent

October 1, 2026Episode 7322 min

MS NextGen Ep 4: Marketing, Tech, and the Conveyancing Journey with Amelia Holmes

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.

September 25, 2026Episode 7214 min

MS NextGen Ep 3: Demystifying Credit Risk and Specialist Lending with Carly Bown

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.

September 17, 2026Episode 7118 min

MS NextGen Ep 2: Bridging mortgages and wealth planning with Evie Beaumont

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.

September 11, 2026Episode 7023 min

MS NextGen Ep 1: Misconceptions, market chaos, and the reality of advising today with Joe Maskell

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.

June 29, 2026Episode 6921 min

Money Talks: Protecting the modern worker's income

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.

May 19, 2026Episode 6719 min

Money Talks: Economic Abuse

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.

May 8, 2026Episode 6510 min

Money Talks – Putting Protection Viewpoint insights into action – Part 2

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.

May 6, 2026Episode 6623 min

The Home Is the Pension: Why Property Must Be in Retirement Plans

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.

May 1, 2026Episode 6416 min

Money Talks – Putting Protection Viewpoint insights into action – Part 1

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.

March 2, 2026Episode 6321 min

Money Talks: Building Protection into Everyday Planning Conversations

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