The PFP Podcast

Recorded at the CII and PFS 2024 Apprenticeship Awards, which celebrate apprentices and the role they play in bringing in fresh and diverse talent to the profession. We spoke to attendees and winners about the awards and their thoughts on apprenticeships.

In this episode of the podcast, we explore the key findings of the People Report 2024, commissioned by Davies, which highlights the ongoing challenges faced by insurance and financial services firms in talent attraction, development, and retention. We are joined by Craig Potter, Senior Partner at Davies.

In this episode of the podcast, we are talking to delegates at this year’s PFS National Conference, hosted in Manchester. We recorded live interviews with some of the delegates at this year’s conference to get their thoughts and feedback on the event at the event.

Recorded live at the 2024 PFS National Conference, Tracy Brookes, Emma Hall, Hazel Bowen and Alina Burlacu explore how technology is transforming the financial planning landscape.

In this episode of the podcast, we are talking to two of the 2024-25 PFS Personal Finance Awards winners. The Personal Finance Awards celebrate excellence and achievement within the financial planning profession and recognise the outstanding contributions made by individuals, firms, and initiatives in the financial advice sector. We are joined by Michael Colyer, Chartered Wealth Manager and Charte...

In today’s episode, we’re discussing the Professional Map which launched back in 2022. Vanessa Riboloni, Professional Capabilities and Insight Manager for the CII is joined by Philip Greenwood, Head of Technical Consulting at EQ Investors.

In this episode of the podcast, we are discussing Personal Development and neuro linguistic programming. Tim Groves, Programme Development & Partnership Manager for the Chartered Insurance Institute, is joined by Caroline Martin, Leadership Coach & NLP Trainer at Enabling Wings.

In this episode of the podcast, we are discussing the Economic Abuse and Life Insurance Good Practice Guide for advisers that is set to be launched later this year. We are joined by Carla Brown, Vice President of the PFS, Sarah Coles, Head of Personal Finance at Hargreaves Lansdown, and Dr Matthew Connell, Director of Policy and Public Affairs at the PFS.

In the fifth and final episode of our special podcast series, our podcasters discuss the challenges they have faced in their careers and the lessons learned. You can also watch this episode on our YouTube Channel.

In this episode of our special series of podcasts, our podcasters share their tips on getting to the top of our profession. You can also watch the podcast on our YouTube Channel.

In the third episode of Wealth and Women, our special mini series, our podcasters discuss their routes into the financial planning profession. This episode is also available as a video podcast on our YouTube Channel.

In the second episode of our special podcast series, Wealth and Women, Tracy, Hazel, Emma, and Alina discuss how to encourage more women into the financial planning profession. You can also watch the video recording on our YouTube channel

In the first of a special series of podcasts, Emma Hall, Alina Burlacu, Hazel Bowen and Tracy Brookes attempt to bust common myths about financial planning. You can also watch a video recording of this podcast on the Personal Finance Society YouTube Channel.

In this episode of the podcast, we are discussing the CII’s member designations. We are joined by Chris Shadforth, Communications Director for the CII.

In this episode of the podcast, we are discussing the manifesto pledges of the main parties for the upcoming election. We are joined by Henry Thompson, Head of Public Affairs at the Institute and Faculty of Actuaries and Matt Connell, Director of Policy and Public Affairs at the CII.

In this episode of the podcast, we are talking about the Personal Finance Awards 2024/25, which are open for entries until Tuesday 9 July and are one of the Personal Finance Society’s flagship initiatives. We are joined by two former winners, Emma Hall, Chartered Financial Planner of the Year 2023/24 and Andrew Dines from AAB Wealth, Chartered Financial Planning Firm of the Year 2023/24.

In this episode of the podcast we are speaking with the new CEO of the CII Group, Matthew Hill.

In this episode of the podcast, we are discussing Sustainability Disclosure Requirements (SDR) and anti-greenwashing rules. We are joined by Alan Whittle, Director at Unburdened Limited, and Rebecca Kowalski, Director at Overstory Finance.

In this episode of the podcast, we find out how the right techniques can help professionals pass their CII exams. We hear from Lysette Offley from Genius Material, who specialises in helping professionals bolster their qualifications and build their confidence, while improving their job and life satisfaction. The recording is taken from a webinar that Lysette hosted which is available on the PFS D...

In this episode of the podcast, we are discussing the value of Chartered status for firms. We are joined by Gary Hans, Director at AMG Wealth, and Jane Gow, Chartered Financial Planner at Clear Cut Financial Planning.

In this episode of the podcast, we are discussing how to excel at CII qualifications. We are joined by two of the CII’s Qualification prize winners, Hannah Green, winner of the Crawford UK Prize 2023 and The Dr Alexander Scott Prize for the Certificate in Insurance Market Specialisation, and Thomas Walker, recipient of the Worshipful Company of Insurers Prize for the Diploma in Financial Planning.

In this episode of the podcast, we are discussing the recent Spring Budget and the implications for the insurance and personal finance professions. We are joined by Dr Matt Connell, Director of Policy and Public Affairs for the CII Group.

In this episode of the podcast, we are discussing how to inspire inclusion in the insurance and personal finance professions. We are joined by Shani Clark, CEO at de Carteret Wealth Ltd, and Dr Vina Theodorakopoulou, Supervisory Board Member & Individual Member Lead at GAIN – the Group for Autism, Insurance and Neurodiversity.

In this episode of the podcast, we are discussing the Sustainable Finance Knowledge Gap We are joined by Lee Coates OBE, Director at ESG Accord, Rebecca Kowalski, Director at Overstory Finance, and Ian Simons, Content & Capabilities Director for the CII. All of whom are members of the PFS Sustainable Finance Panel.

In this episode of the podcast, we’re discussing the Personal Finance Society’s new Proficiency+ diagnostic tool. We're joined by Amanda Knight, CEO of Cognisco, and Vanessa Riboloni, Professional Capabilities Manager for the Chartered Insurance Institute.