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Marketing and Finance (MAF) Podcast

Feb 4, 2016

MPAF77 – Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations

Seen as the best way to overcome “savings inertia”, Auto Enrolment is the biggest shake up of pensions in a generation.

It’s a huge opportunity for financial planners but also represents adminstration challenges.

In this episode I talk to Roy Mcloughlin about maximising the opportunities, over coming the challenges and looking for ways to collaborate with other financial services professionals.

That's all right here in Episode 77 of the Marketing Protection and Finance Podcast.

Who is Roy McLoughlin?

Welcome folks to another episode of the MPAF Podcast. Wherever you are in the world, and whatever you’re doing whilst listening to this, running, walking, dog walking, cooking, cleaning or chilling, thanks so much for giving me and my guests some of your time. I really appreciate it.

I was delighted by the feedback on last week’s episode where John Cordray talked about building a personal brand using live video. Even though the MPAF Podcast is mainly for Financial Services Professionals in the UK, last week’s was generic enough to attract new listeners from other industries and countries.

I started the podcast to give you ideas and inspiration. Please let me know what topics you’d like to hear on the show and who you’d like to hear me chat to. Look me up at and fill in the contact form, or tweet me @roger_edwards. You can even find me on SnapChat RogerAEdwards. Yes, I am on snapchat. And do you know. It isn’t just for the under 18s. I’ve made some great business contacts on Snapchat in the last few weeks and found started to forge some amazing supportive relationships.

So let’s get into this week’s interview and I’m delighted to introduce you to Roy McLoughlin.

Roy is an experienced financial planner with a wealth of knowledge from advising a broad portfolio of private and corporate clients within the PR, advertising, media and entertainment sectors.

He’s a well known media commentator, a founder and executive member of the Income Protection Taskforce and a Non Executive Director of insurer British Friendly.

Links and Show Notes.

For links to the books and apps mentioned by Roy, please visit for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Fancy Appearing on the Show?

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.