Money Wise UK®

• Rethinking Sustainable Fixed Income: A Conversation with Samantha Lamb, GIB Asset Management

  Can fixed income be both sustainable and high performing? Or is it just another corner of the market vulnerable to greenwashing? In this eye-opening episode of the Money Wise UK podcast, host George is joined by Samantha Lamb, Head of Fixed Income at GIB Asset Management, to break down what sustainability really means in the world of bonds — and why it’s time to challenge some long-held assumptions. Drawing on decades of experience in ESG and credit markets, Samantha reveals:  Why GIB doesn’t rely on bond labels like “green” or“sustainable” — and why these can mislead investorsThe difference between ESG risk management and truly sustainable investingHow fixed income can deliver strong risk-adjusted returns without compromising valuesThe power of a multi-thematic framework in building resilient portfolios for real-world problemsWhy certain sectors, like fossil fuels and tobacco, are ruled out — regardless of their ESG scoresHow to balance performance with purpose in a volatile and fast-evolving landscape Whether you're a fund selector, financial planner, or simply curious about the future of sustainable investing, this episode offers clarity, insight, and real-world thinking that cuts through the jargon. "There’s no performance penalty for investing responsibly — not if you do it right." — Samantha Lamb Follow, share, comment, rate and subscribe to Money Wise UK for thoughtful, independent conversations on the future of investing. Learn more at www.gibam.com Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation. #SustainableInvesting #FixedIncome #GreenBonds #ESG #ImpactInvesting#InvestmentPodcast #MoneyWiseUK

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• Rethinking Retirement with Lawrence Cook, CEO of Mabel Insights

  In this insightful episode from Money Wise UK, host George is joined by Lawrence Cook, CEO of Mabel Insights, to unpack how retirement planning is evolving — and why it’s more important (and complex) than ever before.What to Expect:Why the traditional view of retirement is outdatedThe emotional and financial challenges of today’s retirement landscapeThe importance of cashflow modelling (and why many advisers still aren’t using it)How to manage conflicts around drawdown vs. annuitiesThe value of a Withdrawal Policy Statement in giving clients clarity and controlFCA's Thematic Review and why it’s an opportunity, not a threatLawrence’s take on the natural income debate — and why "bonkers" might sum it up! That's natural income, not his take! How better technology and planning tools (like Mabel) are reshaping adviser-client conversations🎧 Whether you're a financial planner or someone thinking about retirement, this episode is packed with real-world stories, practical insights, and future-focused thinking.Listen now to discover how to turn uncertainty into confidence — and why having a plan is the real power move.🔗 Learn more: mabelinsights.comMoney Wise UK Centralised Retirement Proposition templates for financial planning firms.Resources: Abraham Okusanya, Beyond The 4% Rule: The science of retirement portfolios that last a lifetimeBehavior GapRetirement Researcher BasecampEnjoyed this episode?Follow the podcast to stay updated on new episodesRate & review to help others discover insightful content.Leave a comment—we’d love to hear your thoughts!Share with family, friends, and colleagues.Listen now on Spotify and join the conversation.Please note that this podcast does not provide financial advice. If you have any questions, we recommend consulting a financial advisor. Past performance does not guarantee future returns; investments can fluctuate in value. Any mention of a company is not a recommendation.

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• Investment Styles, Not Sides: Blending Active and Passive with Keith Balmer

  In this episode of the MoneyWise UK & QuantQual Podcast, George sits down with Keith Balmer from Columbia Threadneedle to explore why the debate between active and passive investing might be missing the point.Keith shares his career journey — from hedge funds at Man Group to launching a low-cost multi-asset franchise at Columbia Threadneedle — and explains why it’s not about choosing sides but blending investment styles for better client outcomes.They cover:Why passive isn’t always the winner — and how 94% of top managers beat the MSCI World Index over rolling five yearsThe three sources of added value in Columbia Threadneedle’s Universal Range: strategic asset allocation, stock selection, and tactical movesHow the franchise keeps fees at 0.29% while delivering institutional-grade returnsThe real-world case for sustainable investing and why a long-term view mattersWhy consumer duty supports blending investment styles — not chasing the "best fund"If you’re looking to rethink how you deliver returns, manage risk, and build long-term value, this one’s for you.Enjoyed this episode?Follow the podcast to stay updated on new episodesRate & review to help others discover insightful content.Leave a comment—we’d love to hear your thoughts!Share with friends, colleagues, and fellow investors who care about sustainable finance.Listen now on Spotify and be part of the conversation on thoughtful investing!Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.

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• From Hargreaves to Consultancy: Ben Yearsley's Journey

  In this episode of the Money Wise UK podcast, host George Ladds speaks with Ben Yearsley, a financial expert with a rich history in the industry. They discuss Ben's journey from his early aspirations of becoming a stockbroker to his extensive career at Hargreaves Lansdown and his current role in consultancy and investment. The conversation delves into the importance of asking questions, the balance between work and life, and the definition of success and happiness in one's career. Ben shares insights on investing in startups and the lessons from successes and failures. The episode concludes with Ben's advice on the significance of absorbing knowledge and the value of personal connections in the financial world.Key takeawaysBen Yearsley has a long history in financial services, starting at Hargreaves Lansdown.He was always interested in finance, inspired by his father's banking career.Ben's career at Hargreaves was marked by innovation and personal growth.He left Hargreaves in 2012, feeling he was coasting and needed a change.Investing in startups has been a significant part of Ben's career post-Hargreaves.He emphasises the importance of asking questions to absorb knowledge.Ben believes in maintaining a work-life balance, especially with family commitments.For Ben, success is defined as doing what you enjoy and having the freedom to choose.He advocates for a lifestyle business approach rather than aggressive growth.Ben reflects on the cultural tendency to knock down success in the UK.Chapters00:00 Introduction to Ben Yearsley and His Career Journey03:09 The Evolution of Hargreaves Lansdown06:14 Transitioning from Hargreaves to Fairview Investing09:15 Investing in Startups and Private Companies12:05 The Nature of Entrepreneurship vs. Business Ownership15:15 Lessons Learned from Investing and Business Experiences26:35 Building a Sustainable Business32:02 Defining Success and Happiness34:08 Balancing Work and Family Life39:14 The Importance of Learning and Asking QuestionsFairview InvestingBook: In for a Penny by Peter Hargreaves

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  39:24
• Connecting Community and Nature

  In this episode of the Money Wise UK podcast, host George Ladds speaks with Henry Rossiter of Belmont Estate about the estate's commitment to sustainability, community engagement, and the challenges of balancing business with environmental values. Henry shares his journey from a family background in agriculture to leading Belmont's transformation into a venue that connects people with nature. The conversation explores the importance of community involvement, the need for a reconnection with nature, and the pressing environmental challenges we face today. Henry emphasises the role of biodiversity and sustainable practices in ensuring a better future for both the estate and the planet.TakeawaysBelmont Estate focuses on sustainability, community, and education.Henry Rossiter's journey began with a childhood interest in agriculture.The estate has evolved from a simple venue to a community hub.Financial sustainability is crucial for running Belmont Estate.Community engagement is key to nature connection and education.Nature connection programs have seen significant volunteer involvement.Reconnecting with nature can improve mental and physical well-being.Environmental challenges require innovative solutions and community action.Biodiversity net gain is essential for future developments.The future of Belmont Estate aims for growth through partnerships.Chapters00:00 Introduction to Belmont Estate and Its Vision03:08 Henry Rossiter's Journey to Belmont Estate05:52 Transforming Belmont: Challenges and Opportunities09:15 Balancing Business and Environmental Values12:10 Community Engagement and Volunteering Initiatives15:15 Reconnecting with Nature: The Importance of Community20:58 The Impact of Nature on Wellbeing27:11 Environmental Challenges and Solutions36:00 Future Aspirations for Belmont EstateLinks: Belmont Estate Money Wise UKThe Nature Fix: Why Nature Makes Us Happier, Healthier, and More Creative - Florence Williams🎧Don’t forget to subscribe for future episodes, leave a review, and share your thoughts.📢Disclaimer: This podcast does not provide financial advice. Please consult a financial adviser for personalised guidance. Investments can rise and fall, and past performance is not a reliable indicator of future returns. Any company mentions are for discussion purposes only and do not constitute recommendations.

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