Tag Archives: financial advice

Andy Philo on Serious Illness Cover and rewards for understanding and improving your health – MAF122

In this show, my guest is Vitality’s, Andy Philo.

We chat about how Vitality developed Serious Illness Cover.

And we look at how they’re encouraging people to understand and improve their health.

Welcome to episode 122 of the Marketing and Finance Podcast.

Andy Philo on Serious Illness Cover and rewards for understanding and improving your health - MAF122

What you’ll hear about in this episode

  • The development of Serious Illness Cover as an alternative to critical illness cover
  • How Vitality created a new marketing approach to insurance using sausage dogs, Olympic athletes, brand discounts and rewards
  • What they’re doing to encourage people to understand and improve their health
  • Offering value for money for people with diabetes and high BMI

Who is Andy Philo

Andy is Director of IFA Distribution at Vitality.

He’s a passionate advocate of meeting the protection needs of customers and encouraging advisers to make protection a priority. A Dad of 2 he’s a Spurs supporter. You’ll see him out and about throughout the UK hosting Vitality’s many adviser roadshow events.

Andy’s links:

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Iona Bain on the Young Money Blog and financial education – MAF120

This week I chat to journalist, blogger and author, Iona Bain.

We talk about how she launched the Young Money Blog, financial education and how important it is to get out and talk directly to your customers.

Welcome to episode 120 of the Marketing and Finance Podcast.

Iona Bain on the Young Money Blog and financial education - MAF120

What you’ll hear about in this episode

  • How Iona set up the first blog dedicated to young people and their money
  • Why we need more financial education in schools and what it should cover
  • Giving young people the power and the freedom to take back control of their money
  • The importance of getting out and meeting people to find out their problems
  • Why “conforming to the norm” is not a strategy for business success

Who is Iona Bain

Iona is a journalist, blogger and author.

She’s written for all the major national newspaper titles and financial services trade publications.

She founded the award-winning Young Money Blog, the first and only online financial blog devoted to young people in the UK. Won Money Blogger of the Year at 2016 Santander Media Awards. She’s author of “Spare Change”, named one of the top five feminist books of 2016.

You’ll see Iona appear regularly on BBC Breakfast and BBC Scotland.

Iona’s links:

If you enjoyed – Iona Bain on the Young Money Blog and financial education – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

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Vishal Pandya on the Society of Mortgage Professionals and the benefits of communities – MAF117

In this episode, I talk to Vishal Pandya.

We chat about the Society of Mortgage Professionals and the benefits of communities.

Welcome to episode 117 of the Marketing and Finance Podcast.

Vishal Pandya on the Society of Mortgage Professionals and the benefits of communities - MAF117

What you’ll hear about in this episode

  • Creating a community to help advisers come together to share ideas and best practice
  • How the Society of Mortgage Professionals fits with the Chartered Insurance Institute and the Personal Finance Society
  • The unintended consequences of the Mortgage Market Review on protection insurance
  • Roadshows, business development and the importance of social media and digital marketing

Who is Vishal Pandya?

Vishal is Operations Manager at the Society of Mortgage Professionals.

He runs the society’s roadshows, liaises with advisers and ensures they keep up to date on the latest market and technology developments.

Originally from Kenya, he has a unique perspective on UK financial services compared to other markets.

Vishal’s links:

If you enjoyed – Vishal Pandya on the Society of Mortgage Professionals and the benefits of communities – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

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