Career Growth Playbook: Advice for Women in Finance - Growing in Your Career Journey with Anna Lane

Finding the bravery to be the change you want to see: How do we protect the future

In this episode, Laura chats with Kate Monserrate, founder of Simplify Consulting, who shares her journey of building a values-led consultancy through risk-taking, resilience, and a strong commitment to people and culture.  She reflects on personal challenges—including leaving an abusive relationship and navigating cancer treatment—and how these experiences shaped her mindset, driving her to lead with courage, prioritise wellbeing, and create a more inclusive workplace for women.  The conversation highlights the importance of bravery, adaptability, and continuous learning in a fast-changing industry, encouraging listeners to embrace discomfort, leverage their networks, and actively shape their careers and the future of financial services. Kate Monserrate is an accomplished leader and experienced consultant with over 20 years’ experience in financial services helping businesses deliver and embed large scale transformational change across the value change from asset managers, technology and platform providers to administrators and advisor networks.  In 2014 Kate co-founded Simplify Consulting [https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.simplifyconsulting.co.uk%2F&data=05%7C02%7Csarah.sandle%40lloydsbanking.com%7C6870118de9ce4188bac008de6364d598%7C3ded2960214a46ff8cf4611f125e2398%7C0%7C0%7C639057481972434746%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=R7XVCVVJmzkn0Yn3akb54%2BgF5ZmMVxCkxfF1J0Unya0%3D&reserved=0] to deliver maximum value to clients including several key players within the wealth industry applying core values of simplicity, professionalism, and tenacious delivery.  Using her personal experience as a female leader and business owner, Kate understands and advocates for diversity and inclusion to break down barriers and promote fairness in workplace opportunities.  Kate’s LinkedIn [https://www.linkedin.com/in/katemonserrate/]  Simplify LinkedIn [https://www.linkedin.com/company/simplify-consulting/]  Gender Gap Whitepaper - PowerPoint Presentation [https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.simplifyconsulting.co.uk%2Fcontent%2Fuploads%2F2024%2F12%2FGender-Gap-White-Paper.pdf&data=05%7C02%7Csarah.sandle%40lloydsbanking.com%7C6870118de9ce4188bac008de6364d598%7C3ded2960214a46ff8cf4611f125e2398%7C0%7C0%7C639057481972497645%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=PkQjLftIdZPqemrFl6utxB562MPd4eH%2BsKjS7byYLdI%3D&reserved=0]

Preserving human values in the dawn of a new tech era: How do we protect the future

This episode explores how artificial intelligence is reshaping the workplace, with Annabel Gillard emphasising the importance of preserving trust, ethics, and human value in an increasingly digital world.  She talks to Laura about how AI is a powerful but imperfect “prediction generator,” highlighting both its opportunities and risks, including bias, job disruption, and the potential for dehumanisation if not carefully designed and governed.   Ultimately, the conversation is a call to action - encouraging individuals and organisations to engage with AI proactively, using curiosity, community, and courage to shape a more human-centred and positive future. Annabel Gillard is the co-founder of LSE LSE FORGOOD [https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fconversationsonai.org%2F&data=05%7C02%7Csarah.sandle%40lloydsbanking.com%7C56a1a16dfbcf447193f608de63639c74%7C3ded2960214a46ff8cf4611f125e2398%7C0%7C0%7C639057476924527115%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=F8YAOmsOucQ2iZCQz1ptYcEgi7c5tHGbCQ5iJURBznk%3D&reserved=0] initiative advising corporate clients on ethical applications of behavioural science, and 'Conversations on AI' [https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.forgoodframework.com%2Fabout&data=05%7C02%7Csarah.sandle%40lloydsbanking.com%7C56a1a16dfbcf447193f608de63639c74%7C3ded2960214a46ff8cf4611f125e2398%7C0%7C0%7C639057476924552824%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=b%2B0koZTLG7UAqhCBI9mc0Kj9ODrPAwHByKsHp6LUmII%3D&reserved=0], a cross-sector tech ethics network. She also leads on AI ethics, organisational culture and ethics-by-design for Brave Governance [https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.brave-governance.com%2F&data=05%7C02%7Csarah.sandle%40lloydsbanking.com%7C56a1a16dfbcf447193f608de63639c74%7C3ded2960214a46ff8cf4611f125e2398%7C0%7C0%7C639057476924581309%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Vs3Gi3KBcSbqJkor9%2FcSKJuHqFAtNuHc3i%2FOg5Ny0wc%3D&reserved=0] and Co-Labs Global [https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.co-labs.global%2F&data=05%7C02%7Csarah.sandle%40lloydsbanking.com%7C56a1a16dfbcf447193f608de63639c74%7C3ded2960214a46ff8cf4611f125e2398%7C0%7C0%7C639057476924606711%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=mglArUqrr7vVoKALsjCN1Ik2ICNeq9%2B4bgd2WuoVr8Y%3D&reserved=0].   Previously she spent over 20 years building institutional businesses in asset management and she serves on the City of London Corporation's 'Women Pivoting to Digital' taskforce, the Trustee Board of Clore Social Leadership, and the advisory committees of Blueprint For Better Business and the Institute for Business Ethics. She has an MA in Philosophy and AI, an MSc in Behavioural Science and is a CFA charter holder.  Resources: Stuart Russell Reith Lectures [https://www.bbc.co.uk/programmes/m001216k] 4 x podcasts   Rachel Caldicutt [https://www.linkedin.com/in/rachelcoldicutt/] and the Society [https://www.careful.industries/blog/2025-4-survey-society-for-hopeful-technologists] for Hopeful Technologists (survey closed but there's a link to the newsletter)  Jon Alexander [https://www.linkedin.com/in/jon-alexander-11b66345/][http:///] and Citizens [https://www.newcitizenproject.com/]  Anthropy [https://anthropy.uk/] - Inspiring a better Britain   Conversations on AI website [https://conversationsonai.org/]: - come and join the conversations!

Behind the Mic: Reflections From the Hosts - Growing in Your Career Journey

This episode is something a little bit different. As hosts of this podcast we thought it would fun to turn the mic round and chat about what we've learnt from our guests,  our favourites, funny moments and building our own confidence. This is much about pushing ourselves into our discomfort zone as it is about the podcast; so if you've enjoyed the 20+ podcast episodes take a listen and share your thoughts about it.

Career Growth Playbook: Advice for Women in Finance - Growing in Your Career Journey with Anna Lane

Welcome to another empowering episode of Talent Talks, where we spotlight the voices shaping the future of financial services. In this episode, Sarah sits down with the dynamic Anna Lane, CEO of The Wisdom Council and President of Women in Banking and Finance (WiBF). With decades of experience driving innovation in the industry, Anna shares candid insights on ambition, visibility, and the power of sponsorship. Together, they explore what it really takes to stand out and thrive in a traditionally male-dominated space. Anna also shared the findings of the Yes She Can initiative, a movement helping women take control of their financial futures with confidence and clarity. Whether you're just starting out or looking to level up, this conversation is packed with practical advice and inspiration to fuel your journey.  Resources Connect with Anna on LinkedIn [https://www.linkedin.com/in/annalane01/] The Wisdom Council [https://www.thewisdomcouncil.com/]  Women in Banking & Finance (WiBF) [https://www.wibf.org.uk/] Women in Finance Charter Bain Blueprint [https://www.bain.com/insights/women-in-finance-charter-blueprint/]  EY Report on motivation [https://www.eyfoundation.com/en_uk/news/reports-and-resources]

Rewriting Your Career Story: Pivoting with Purpose - Growing in Your Career Journey with Kevin Doran

Have you ever thought about changing direction during your career, moving into a completely different role or industry? In this episode, Sarah chats to Kevin Doran, CIO at Lloyds Banking Group about pivoting with purpose. The conversation covers finding your golden threads, how to craft a story that connect the dots and what it really means to be authentic. A self confessed failed math teacher, Kevin has a passion for investing and encouraging the next pipeline of talent. Kevin previously held roles at AJ Bell, where he worked for six years as Managing Director of the D2C platform and investment business – also acting as Group CIO. Prior to AJ Bell, Kevin was Group Head of Strategy and Investment Research at KBL (now Quintet) Private Bank, having previously held the role of CIO at Brown Shipley. LinkedIn [https://www.linkedin.com/in/kevin-doran-24191113/]- Connect with Kevin