The PFP Podcast

In this episode of the podcast, we are discussing the Personal Finance Society’s new event programme for 2024. We are joined by Kirsty Anderson, Regional Chair of Central Scotland, Robert Walne, Regional Chair for Norfolk, and Sophia Awan, Programme Development and Partnership Manager for the Personal Finance Society.

In this episode of the podcast, we are discussing how Financial Services professionals can truly service individuals with seen/unseen disabilities considering the Financial Conduct Authority’s Consumer Duty Final rules and guidance that are now live from July 2023. We are joined by Sarah Stephenson-Hunter, an EDI professional specialising in disability and LGBTQ+ training, advocacy and public spea...

In this episode of the podcast we are discussing the value of Professional Designations. We are joined by Tracy Brookes, Chartered Financial Planner at 75Point3 and Tim Nash, Head of Product Recall, Bowring Marsh UK and board member for the CII’s Broking Community.

In this episode of the podcast, we are discussing the Financial Conduct Authority’s Consumer Duty, which came into effect at the end of July, and the impact it has had on the financial planning profession. We are joined by Connor Read, Chartered Financial Planner at City Asset Management and Dr Matthew Connell, Director of Policy and Public Affairs for the PFS.

In this episode of the podcast, we are looking back at the PFS National Conference, which took place at the ICC in Wales last Thursday, 2 November 2023. We are joined by Emma Hall, winner of the PFS Chartered Financial Planner of the Year for 2023/24 and Rob Schwarz, member of the PFS Power Panel.

n this episode of the podcast, we are discussing Mastering Uncertainty, a new book with a focus on Social Capital and Selling, and how that is relevant to those working in insurance and financial planning. We are joined by the book’s author, Matt Watkinson, and CEO and Co-founder of Methodical.

In this episode of the podcast, we are discussing Black History Month, and how black people can feel that they are better represented in the insurance and financial planning professions. We are joined by Pamela Chude and Cecil Williams, from the Lloyds Banking Group.

In this episode of the podcast, we are talking about the use of Artificial Intelligence in financial services. We are joined by Scott Millar, and Robert Schwarz, who are co- founders of Finova Money, and members of the PFS Power Panel. You can catch them talking about AI at the PFS National Conference on 2 November.

In this episode of the podcast, we are talking about Inheritance Tax and Pensions and how Financial Planners and help their clients with future planning. We are joined by Matthew Johnson, Key Partnerships Manager at Octopus Investments, and Dr Matt Connell, Director of Policy and Public Affairs at the PFS.

In this episode of the podcast, we are discussing the initiatives, programmes, and tools from the CII and PFS to help people with their career development. We are joined by George Tsounias, Education Programme Manager, Claire Bishop, Career Partner Manager, and Ian Simons, Content and Capabilities Director at the CII.

In this episode of the podcast, we are discussing the resources the CII and PFS have developed to support members in relation to the FCA’s Consumer Duty. We are joined by Vanessa Riboloni, Customer Insight Manager, and Ian Simons, Content and Capabilities Director at the CII.

In this episode of the podcast, we are discussing the Financial Conduct Authority's plans for simplified advice and what it would mean for the Financial Planning Profession. We are joined by Eddie Grant, Director at Technical Connection Limited, and a Past PFS President, and Dr Matt Connell, Policy and Public Affair Director for the CII and PFS.

In this episode of the podcast, we are discussing Green and Sustainable Finance and what it means to the insurance and financial services professions. We are joined by Simon Thompson, Chief Executive of the Chartered Banker Institute, and chair of the UK’s Green Finance Education Charter on behalf of the Department for Energy Security and Net Zero, and author of Green & Sustainable Finance: Princi...

In this episode of the podcast, we are discussing the value and benefits membership of a professional body brings to individuals in the insurance and personal finance professions. We are joined by Caroline Martin, who is Deputy President of the Insurance Institute of Chelmsford and South Essex, and Hazel Bowen, is the Personal Finance Society’s current Chartered Financial Planner of the Year.

In this episode of the podcast, Melissa Collett, Executive Director of Professional Standards at the CII, and Andrew Gething, Founder & Managing Director of MorganAsh are in conversation, discussing the introduction of the FCA’s Consumer duty and customer Vulnerability.

In this episode of the podcast, we are discussing LGBTQ+ History month, including looking at where the profession is in relation to society and what works still needs to be done. We are joined by Maurice Rose, Co-Chair of Link, the LGBTQ+ Insurance Network. Stephen Frost, CEO of Included and globally recognised diversity, inclusion and leadership expert. And Sarah Stephenson-Hunter, an EDI profess...

In this episode of the podcast, we are Looking at the mortgage market; the impact of cost of living, interest rates and the Bank of England’s inflation report have had on it. We are joined by Carlos Thibaut, Chair of the Society of Mortgage Professionals.

In this episode of the podcast, we are talking about apprenticeships in the Insurance and Financial Planning professions, how they can benefit both firms and their employees. This was recorded for National Apprenticeship Week 2023. We are joined by Tom Hegarty, chair of the financial planning trailblazer group and director at M&G Wealth, and Gideon Van Zijl, Compliance and Regulatory Development C...

In this episode of the podcast, we are talking about the Personal Finance Society’s Festival of Financial Planning, currently taking place at the NEC in Birmingham We are joined by Sarah Lord, Immediate Past President of the PFS, and Caroline Stuart, current President of the PFS.

In this episode of the podcast, we are talking about the importance of professional standards in insurance and financial services, treating customers fairly, and addressing misconduct. We are joined by James Daley, Managing Director at Fairer Finance, and Melissa Collett, Executive Director of Professional Standards at the CII

In this episode of the podcast, we are talking about how mortgage brokers can support borrowers. We are joined by Carlos Thibaut, Chair of the Society of Mortgage Professionals, and Liz Syms, Owner of Connect Mortgages, and Board member for the Society of Mortgage Professionals.

In this episode of the podcast, we are talking about diversity, inclusion, and equality in the profession and ways allyship, a key theme of this year’s Dive In festival, can help improve it. We are joined by Orla Foley-Wright, HR & Communications Director at QIC Global Services Limited, and Alan Vallance, Chief Executive of the CII.

In this episode of the podcast, we are talking about the key takeaways from the Chartered Insurance Institute’s Shaping the Future of Insurance conference. We are joined by Liz Foster, Chairperson, Solihull Insurance Brokers and Non-Executive director of the Society of Insurance Broking, and Peter Blanc, CII President.

In this episode of the podcast, we are talking about what the FCA’s Consumer Duty means for Insurers and Financial Planning professionals. We are joined by Jill Hambley, Managing Director of Insurance Compliance Services, and Matt Connell, Director of Policy and Public Affairs for the CII and PFS.

This week on the podcast we are discussing equality, diversity and inclusion within the insurance and financial planning professions. We are joined by Emily Kenna, Director at Sense Risk Solutions and Diversity and Inclusion Representative for Bristol CII, and Vivine Cameron, EDI Manager at the CII.