The PFP Podcast

In this special episode of the PFP Podcast we provide some immediate reaction to the Budget 2025 in relation the insurance and financial planning professions. The episode was recorded on Wednesday 26 November.

In this episode of the podcast CII Group Communications Director, Chris Shadforth, takes us around this year's CII & PFS Apprenticeship and Education Awards held at Westminster Central Hall, he speaks to some of those presenting awards as well as some of the worthy winners.

Your rest is your superpower. But do you constantly feel like you're running on empty? In this episode of the PFP Podcast, we speak to Anna Reddy, Workplace Health, Wellbeing & Leadership Coach, and founder of Leap Health, about the power of sleep, top tips on how to get a good night's sleep and ideas that you can easily put in place to recharge your batteries and optimise your rest and recovery....

What's one small, sustainable change you've made to your diet that has had a surprisingly big impact on your health? In this episode of the PFP Podcast, we speak to Anna Reddy, Workplace Health, Wellbeing & Leadership Coach, and founder of Leap Health, about the ways we respond to different foods, the best way to fuel our bodies and tips to improve our health and live a healthy lifestyle. Find mor...

In this episode, we speak to Dr Stephanie Fitzgerald, a Chartered Clinical Psychologist, Neuropsychologist, international keynote speaker and award-winning author, focusing on stress, resilience and well-being. You'll learn about the signs of stress in ourselves and others, the effects stress have on us mentally and physically and practical everyday ways we can look after and manage your mental he...

In this podcast, Carla Brown, President and Chair of the Personal Finance Society, is joined by Toyin Oyeneyin, Tax Product Specialist at Octopus investments, and Emma Geale, Private Client Solicitor at Mills and Reeve, to discuss inheritance tax changes and the resulting great wealth transfer.

In this episode of the podcast we speak with the CII Group’s chief executive, Matthew Hill, about the first half of 2025 and planning for 2026. Including discussing the Professional Map - https://www.ciigroup.org/professional-map/, Corporate Chartered - https://www.cii.co.uk/membership/join-us/chartered/corporate-chartered/, the PFS Pathway to the Profession - https://www.thepfs.org/careers-in-per...

In today’s podcast we are discussing the Pathway to the Profession. The Pathway to the Profession is a £1 million investment by the Personal Finance Society to help show aspiring professionals the way to a career in financial planning. It comprises a series of initiatives to guide individuals in taking their first step into a new career, for those looking for new purpose, or those ready to return...

In this episode of the PFP podcast, we speak with PFS President Carla Brown at the halfway point of her tenure to reflect on her presidency so far, the current focus of the PFS, and what members can expect for the rest of 2025, including PFS POWER: https://pfspower.org/ and Pathway to the Profession: https://www.thepfs.org/careers-in-personal-finance/pathway-to-the-profession/

Do you want to be part of the New Generation Programme? In this week's episode of The Journal podcast, we're discussing what the CII New Generation Programme is, who it's for and how it can benefit your career. In addition, we speak about the introduction of the PFS New Generation Programme for 2025 and the impact this will have on individuals within the financial planning profession. Joining Dr M...

In our latest episode, Christopher Digby, Executive Director at Howden Specialty, speaks with three of the newest members of the CII’s Professional Standards Committee: Chris Cowton, a leading academic in financial ethics and Emeritus Professor at the University of Huddersfield, where he served as Dean of the Business School and Professor of Accounting. Chris continues to publish and advise busine...

In this podcast, taken from a recent webinar, we hear from Liz Syms, David Coleman, Hannie Mason and Simon Coward of the Society of Mortgage Professionals board on what they think are the key topics shaping the future of the mortgage profession. https://www.smp.org.uk/

In this episode of the podcast Dr Matt Connell is joined by Steve Hennessy, Resolution Accredited Financial Planner at Beeswax Wealth Management, and Melanie Bataillard-Samuel, Family Law Solicitor at MBS Family Law and Chair of Resolution. You can find a recent report by resolution here: https://resolution.org.uk/unlock-the-divorce-and-separation-market/

In this episode of the podcast, Adam Harper, Executive Director, Strategy, Advocacy & Professional Standards at the CII Group speaks with recently appointed Chair of the Society of Mortgage Professionals, Liz Syms.

In this episode of the podcast we are joined by Anna Reddy, Founder of Leap Health, a provider of bespoke, innovative and simple corporate wellbeing & wellness solutions. We discuss the impact of health and wellbeing in the workplace and tips on how to improve your physical and mental health. Resources: PFS Wellbeing Hub: https://www.thepfs.org/about-us/initiatives/wellbeing-hub/ leaphealth.co.uk/...

In this podcast we are looking back at the Autumn and Spring Statements, focusing on inheritance tax and pensions changes that financial planners and their clients need to be aware of. We are joined by Toyin Oyeneyin, Tax Product Specialist at Octopus Investments, and Dr Matt Connell, Director of Policy and Public Affairs at the PFS.

This podcast focuses on Regional Matters, discussing the work of PFS Regional Committees, the benefits of volunteering on your local committee and some of the exciting events they have planned. Megan Webb, Programme Development & Partnership Manager at the Personal Finance Society, will be speaking with Alan Whittle, Regional Chair for North Scotland, Rosa Nash, New Professionals Officer for Exete...

In this episode of the miniseries, Alina Burlacu and Hazel Bowen are joined by Kim Uzzell, CISI President for the East Anglia Region, Founder and Director of The Financial Wellbeing Academy and a Financial Psychologist, Financial Wellbeing Coach and Wealth Mentor.

In the final episode of the season, Tracy Brookes and Hazel Bowen are joined by Emma Geale, Private Client Solicitor, Principle Associate at Mills & Reeve, no 9 in the Q4 Legal LinkedInfluencer rankings and self-proclaimed Swiftie. In this episode Emma mentions the power of mentoring, the PFS has an e-mentoring platform, free to members: https://www.thepfs.org/membership/benefits/connect/

In this episode on the Wealth and Women podcast miniseries, Emma Hall and Alina Burlacu are joined by Katy Barker-Cook, Head of Operations at Nationwide. Katy talks through her career and her top tips to accelerate action for women in financial services.

In this second episode of the Wealth and Women mini series, Tracy Brookes and Emma Hall are joined by Helen Howcroft, Private Client Director, Head of Women's Financial Advice & Senior Chartered Financial Planner, Atomos Wealth. They discuss Helen's journey in the profession and her top tips for accelerating action.

The Wealth and Women panel are back for International Women's Day. In the first episode of this season, Emma Hall, Alina Burlacu, Tracy Brookes and Hazel Bowen discuss the theme of Accelerate Action, and give their top tips to women and firms. Some ways the PFS is helping to attract and develop talent are listed below: Virtual Work Experience - https://www.springpod.com/virtual-work-experience/per...

In this episode of the podcast we’re discussing the CII’s and PFS's plans for 2025 with Chartered Insurance Institute Group Chief Executive, Matthew Hill.

In this episode of the podcast, we are in conversation with the Personal Finance Society President for 2025, Carla Brown. As well as serving as PFS President, Carla is Managing Director and Chartered Financial Planner at Oakmere Wealth Management, and was the PFS Chartered Financial Planner of the Year for 2021/22.

This week on the podcast with discuss the benefits of mentoring with three users of the PFS's Connect platform. We are joined by mentors Adrian Golifer and Andrew Holdway, and mentee Mariela George.