Claim OwnershipMortgage Strategy Podcast
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Mortgage Strategy brings you an all-new podcast featuring leading industry figures speaking to Digital Content Manager Kimberley Dondo and guest speakers.
60 Episodes
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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.
In this episode of the Mortgage Strategy Podcast, Kimberley Dondo is joined by Shelley Read, Senior Protection Development and Technical Manager, and Stephan Nandadasa, Senior Account Manager at Royal London, to explore how mortgage advisers can help clients get faster underwriting decisions.
They discuss the most common reasons for delays, what underwriters wish advisers knew, and practical ways to avoid common application pitfalls. Plus, Shelley and Stephan share expert insights into Royal London’s underwriting approach and how advisers can use it to their advantage.
Listen to the previous episodes in the series here.
Discover how real-life protection claims can be your most powerful tool for engaging clients and demonstrating the true value of your advice. Kimberley Dondo speaks with Royal London's Shelley Read and Stephan Nandadasa about the impact of sharing claims stories, how to introduce them effectively, and how Royal London supports advisers. Plus, get resources from Royal London to further enhance your client conversations.
In this special Awards edition of the Mortgage Strategy podcast, Kimberley Dondo sits down with Andrew Montlake, CEO, Brand Evangelist & Spokesperson at Coreco, to discuss their win as Diversity & Inclusion Broker Champion at the 2024 Mortgage Strategy Awards. Andrew shares how Coreco has embedded inclusivity into its DNA, the impact on their business, and advice for others looking to drive meaningful change. Plus, don’t miss your chance to be part of next year’s celebrations—book your tables now for the 2025 Mortgage Strategy Awards!
Kimberley Dondo sits down with Paul McGonigle, CEO of Positive Lending, to unpack their victory as Best Broker for Short-term Lending at the 2024 Mortgage Strategy Awards. From overcoming industry challenges to refining customer strategies, Paul shares the secrets behind their success—and what’s next for this dynamic sector. Inspired by this year’s winners? Don’t miss your chance to shine—book your tables now for the 2025 Mortgage Strategy Awards!
In this special Mortgage Strategy Podcast episode, Kimberley Dondo sits down with Kate Fuller, Business Principal at Mortgage Advice Bureau and winner of Best Mortgage Broker (fewer than eight advisers) at the 2024 Mortgage Strategy Awards. Kate shares what the award means to her team, how they deliver standout service with a small but mighty setup, and how they’re embracing tech and training to stay ahead in a shifting market.
Tune in for insights, inspiration—and a reminder to book your table for the 2025 Mortgage Strategy Awards. You won’t want to miss it!
Kimberley Dondo speaks with Peter Brodnicki, CEO of Mortgage Advice Bureau, winner of Best Mortgage Broker (more than 50 advisers) at the 2024 Mortgage Strategy Awards. Peter shares insights on innovation, customer service, and business growth. Don’t miss out—book your table for the 2025 Mortgage Strategy Awards.
The mortgage market is changing, and brokers need to adapt. In this episode of In Conversation With..., host Kimberley Dondo speaks with Nick Parker, Head of Clubs and Networks at Together, about why now is the right time for Together to re-enter the Network & Clubs space. They discuss the biggest challenges brokers face, the rise of specialist lending, and how brokers can position themselves as trusted advisers beyond just mortgages.
Nick also shares practical insights on navigating complex cases, accessing Together’s diverse product range, and the key mindset shifts brokers need to thrive.
Tune in now – and for more resources to support your specialist lending journey, visit togethermoney
In this special Mortgage Strategy Awards episode, Kimberley Dondo speaks with Nicola McKenzie, Co-Founder of The Dunham McCarthy Group, winner of the Best Broker for Digital Innovation award. Nicola shares insights into the firm’s pioneering use of technology, social media strategies, and the future of digital innovation in the mortgage industry.
Don’t miss this celebration of excellence—and make sure to book your table for the 2025 Mortgage Strategy Awards!
Join us for this special episode of the Mortgage Strategy Podcast as we celebrate the Mortgage Strategy Awards 2025! We’re speaking with Steve Humphries, Proposition Director - Mortgages at Mortgage Advice Bureau, about winning Best Broker for Equity Release.
Steve shares insights on the evolving demand for equity release, the keys to outstanding customer service, and how MAB stays ahead in a changing market.
Don’t miss out on the Oscars of the mortgage industry! Secure your place at the Mortgage Strategy Awards 2025—book your table now!
In the first episode of The Mortgage Strategy Awards Podcast series, Kimberley Dondo interviews Lizzie Teale, Administration Manager at Create Finance, following her win at the 2024 Mortgage Strategy Awards. Lizzie shares her inspiring journey into mortgage administration, insights on team collaboration, and how her expertise shapes exceptional customer service. She also discusses the role of technology in the industry and offers valuable advice for aspiring administrators. Tune in now:
Don’t miss this year’s Mortgage Strategy Awards – book your table now for the Oscars of the mortgage industry!
In this episode of the Pensions and Protection Podcast, Kimberley Dondo chats with Gregor Sked, Senior Protection Development and Technical Manager at Royal London, to explore the meaning of value in the protection space. From insightful research on how advisers and clients perceive value to tackling the Protection Gap, Gregor shares strategies to align adviser approaches with client needs.
Get inspired by his actionable takeaways – listen now!
In this episode of the Mortgage Strategy Podcast, Kimberley Dondo sits down with Lucy Lewis, National Accounts Lead at Skipton Building Society, to discuss their innovative Track Record Mortgage. Lucy explains how this unique mortgage product leverages rental history to help first-time buyers, including recent updates that expand access to new-build flats and shared ownership. We dive into Skipton’s dedication to supporting first-time buyers, key market trends, and practical advice for mortgage advisers. Tune in:
In this episode of the Mortgage Strategy podcast, host Kimberley Dondo sits down with Islay Robinson, CEO of Enness Global, to delve into the world of super prime lending. Islay explains what sets super prime lending apart from traditional mortgages and shares his journey into the high-net-worth finance sector. They discuss the evolution and current trends of the UK’s super prime market, the challenges brought by the recent economic climate, and the intricate details of underwriting and risk assessment for ultra-wealthy clients. Islay also offers valuable advice for mortgage advisors keen to venture into this niche. Tune in now:
Join Kimberley Dondo and Tanya Elmaz, Director of Intermediary Relations at Together, as they delve into the complexities of today's residential property market. Discover why specialist lending is on the rise and how brokers can best support clients with complex income challenges and emotional anxieties. Gain valuable insights into Together's wide criteria and quick decision-making process, and learn how to unlock opportunities in the evolving specialist lending landscape.
Out now: Residential property market report
Steered by insights from their latest research and property industry expert commentary, Together’s new report discusses if we’re really on the road to a residential revival and what this means for driving home ownership ambitions forward.
Join us as Rob Barnard, Intermediary Relationship Director at Pepper Money, demystifies second charge mortgages, revealing their growing role in today's mortgage market. Discover how brokers can leverage these versatile tools to expand their services, meet diverse client needs, and adapt to changing financial landscapes. Rob will also debunk common misconceptions, explore real-life use cases, and discuss the evolving fintech landscape shaping the second charge mortgage industry. Don't miss this insightful episode!
For more information on second charge mortgages, visit https://www.pepper.money/broker/second-charge-mortgages/second-charge-mortgage-products/
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