Mortgage Strategy Podcast

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.