The PFP Podcast

In this episode, we are joined by Eddie Grant, Disability and Access Ambassador for Insurance, and Kate Headley, co-founder and CEO of The Clear Company, a leading culture, diversity and inclusion consultancy. Kate was appointed Disability and Access Ambassador for Recruitment in 2022 and is a leading voice in helping organisations create more inclusive workplaces. We'll discuss the progress being...

In this episode of the podcast, we catch up with Personal Finance Society President and Chair, Carla Brown, at the midway point of 2026. Halfway through her second term as President, we hear about the fantastic ways the PFS is engaging with members and the wider profession this year, as well as her personal highlights and achievements. You can also watch this episode on YouTube. A quick note that...

In this episode we’ll explore the broad range of volunteering opportunities available to PFS members, the benefits of volunteering and how you can get involved. We are joined by Rob Boland, Tim Brienza, and Kerry Houghton. Before we get into the episode, a quick note that we want to hear from you – our listeners. What questions you would like answered and what would like to hear more about? Email...

In this special episode of Inside Paraplanning recorded live at the Purely Paraplanning conference in London, Sophie Brown, Hannah Wynick and Alan Gow discuss some hot topics in paraplanning including the launch of the a new guide for getting started in paraplanning: https://media.umbraco.io/ciigroup-dxp/wybhlb0g/pfs-getting-started-in-paraplanning-pdf.pdf

Around 15 to 20 percent of the population is considered neurodivergent, yet many systems - from workplaces to healthcare - are still designed with neurotypical norms in mind. In this episode, we explore how neurodiversity shows up in women’s working lives, why it is so often missed, and what needs to change to create genuinely inclusive environments. From lived experience and workplace adjustments...

If you’re experiencing menopausal or perimenopausal symptoms, it can take a real toll on your work life, confidence and wellbeing. From brain fog and anxiety to hot flushes and disrupted sleep, many women find themselves struggling silently while trying to balance careers, finances and everyday life. In this episode of Wealth and Women from the Personal Finance Society, we explore how the menopaus...

If you were suddenly faced with a divorce, a caregiving responsibility, or bereavement, would your finances be in order? Could you continue to maintain your current lifestyle? In this episode of Wealth and Women from the Personal Finance Society, our experts explore why women are often more financially vulnerable during major life changes - and the steps you can take now to feel more secure, infor...

Do you ever wish you felt more confident making money decisions as a woman? Women often hold back from taking financial risks - and that mindset is built up from childhood. But there is a way to use it to your advantage. In this episode we find out how women can take control of their finances - and find the confidence to make the bold decisions really required for building wealth. With advice from...

How to get into Paraplanning. In this episode of the PFP podcast, as part of our paraplanner series, Hannah Wynick, is joined by fellow PFS Paraplanning Panel members Sophie Brown, and Alan Gow, to discuss: ✅ How they got involved in Paraplanning ✅ The skills you need to succeed in the role ✅ The challenges they faced as a Paraplanner ✅ The opportunities that make a career as a Paraplanner so...

In this episode we are joined by Kate Gannon – Vice President and Fellow of the Personal Finance Society, and Director and Chartered Financial Planner at Themis Wealth Management. We’ll explore Kate’s journey in the financial planning profession and role with the PFS board as well as how the PFS is supporting its members, the key challenges facing financial planning today, and what’s ahead for the...

In this episode, CII Group Chief Executive Matthew Hill joins us to give an update on the CII Group's Strategic Plan, including the focus for 2026, and what we have achieved so far.

In this episode we are talking with members of some of the PFS Local Committees about the importances of the Regions, PFS Local, and the power of volunteering. Joining us on the podcast is Ciara Octigan, Chartered Champion for Greater Manchester, Lewys Richards, Chair and Professional Qualifications Officer for South Wales, and Natalie- Jayne Bush, New Professionals Officer and Professional Qualif...

In this episode of the PFP podcast, we speak with PFS Board Member Eddie Grant. We talk about his long standing relationship with the PFS and CII Group, his roles with the European Financial Planning Association (EFPA) and as Disability Champion for Financial Services.

In this episode of Inside Paraplanning, Alan Gow, Laura MacLeod and Hannah Wynnick discuss the benefits and pitfalls of cashflow models in helping clients plan for their future.

Following the recent Spring Forecast, the continued fallout from the November Budget, and the recent conflict in the Middle East, financial and tax planning have become more complex than ever. In this episode, Dr Matthew Connell of the CII Group is joined by Sam Paterson of the PFS POWER Panel and Phil Greenwood of the PFS Paraplanning Panel to discuss the current climate and the challenges facing...

In this episode, Rebecca Aston, Head of Professional Standards, and Adam Harper, Executive Director, Strategy, Advocacy and Professional Standards at the CII Group are discussing Continuing Professional Development, or CPD. They will be talking about the requirement for CII and PFS Members, common themes in CPD members are undertaking, and the process of CPD audits. You can email the CPD team at:...

As part of Chartered Week 2026, we’re diving into what it really means to be Chartered — beyond the letters, beyond the badge. In this episode of podcast, we unpack how Chartered status shapes culture, strengthens trust, and sets a higher bar for standards across our profession. We’ll explore the difference it makes inside firms, the impact it has on client relationships, and why it continues to b...

In the second installment of Inside Paraplanning, hosts Hannah Wynick, Laura Macleod, and Alan Gow, discuss vulnerability. Including recognising it from fact-finds, and working closer with Financial Planners to ensure it is properly documented. Visit the PFS Paraplanner LinkedIn Group here: www.linkedin.com/groups/12304985/

Welcome to our National Apprenticeship Week episode of the PFP Podcast. We take a look at Personal Finance apprenticeships, early‑career pathways, and how real apprentices are building their futures in the profession. In this episode, we’ll explore what an apprenticeship in the personal finance profession involves, how apprentices balance work and study, the skills they develop, and how quickly th...

In this episode of the podcast we speak to PFS President and Chair, Carla Brown as she starts her second term as president. She talks about the year ahead as well as looking back at some of the highlights from her first term. You can watch the episode on YouTube: https://youtu.be/lDK7Qd4O74Q

In the first of a new monthly series from the PFS Paraplanning panel, hosts Alan Gow, Laura Macleod, and Hannah Wynick discuss all things Paraplanning with Rob Kingsbury, editor or Professional Paraplanner magazine. Visit their LinkedIn Group here: https://www.linkedin.com/groups/12304985/

In this episode of the podcast, Ian Simons, Content and Capabilities Director for the CII Group, talks with Alan Whittle and Sebastian Elwell, members of the PFS Sustainable Financial Adviser Panel, on shifting the paradigm in sustainable financial planning. Find the PFS Sustainable Finance hub here: https://www.thepfs.org/about-us/initiatives/sustainable-finance/

Struggling with motivation, mood, or energy during winter? You’re not alone. In this episode of the podcast, we speak to Dr Stephanie Fitzgerald, a Chartered Clinical Psychologist and Associate Fellow of the British Psychological Society. We are talking about practical tips to support your mental and emotional wellbeing through the winter months, inspired by psychological insight and real-life exp...

In this episode of the podcast we look at debunking some myths around vulnerability and how firms can better serve vulnerable customers. Head of Research and Insight for the CII Group and lead author of 'Managing customer vulnerability in insurance and personal finance' Vanessa Riboloni, is joined in conversation by co-author Martin Grimwood, Director of FWD Consulting and Mandy Hunt, Managing Dir...

Recorded at this year's PFS National Conference, which took place at the Excel in London on Thursday 13 November 2025, this special podcast captures content from the event, along with interviews with some of the speakers, delegates and members of the PFS Board. You can watch recordings of the sessions here: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&eventid=5128355...