The PFP Podcast

In this episode of the podcast, we discuss the power of professional standards. We are joined by Tony Overy, CEO of Saunderson House Ltd, and Melissa Collett, Professional Standards Director at the CII.

This week is carer’s week, so we are discussing the changing cost of care, and caring for others, and how this is impacting consumers. We are joined by Graham Duffy, Care Specialist at Just, and Dr Matthew Connell, Director of Policy and Public Affairs at the CII and PFS.

In this episode of the podcast, in honour of volunteer’s week, we will explore ways the CII’s and PFS’s initiatives can help members give back to their communities and fellow professionals. We are joined by Alina Burlacu, Director and Founder of AB Growth Solutions, and Financial Education Champion, and Richard Talbot-Jones, Managing Director at Talbot Jones, and mentor via the CII’s Connect platf...

With the cost of living increasing in the UK, today we discuss how the insurance and personal finance professions can highlight the need for customers and clients to ensure they have cover in place and that investments are not being eroded by inflation in a way that damages client’s long-term plans. We are joined by Sarah Lord, President of the Personal Finance Society, and Kevin Hancock, Chair of...

In this episode of the podcast, we will be discussing inclusion in the financial services profession. We are joined by Claire Tunley, Chief Executive Officer of the Financial Services Skills Commission, and Ian Simons, Customer Director of the CII.

In this episode of the podcast, we are talking about the FCA’s Consumer Investment Data Review. We are joined by Sarah Lord, President of the Personal Finance Society, and Dr Matt Connell, Director of Policy and Public Affairs at PFS. To find out more about this podcast and for useful links go to pfp.thepfs.org/pfs-radio

After the murder of George Floyd by a police officer in Minneapolis last May, protests against police brutality and systemic racism, and in support of the Black Lives Matter movement, spread across the US and then the world, to more than 2,000 cities and towns in more than 60 countries, including the UK. In this episode of the podcast, we are talking about what the profession is doing to improve e...

In this episode of the podcast, we are talking what the Financial Conduct Authority’s review of the investment market means for the financial advice profession. We are joined by Carole Nicholls, former president of the Personal Finance Society and Managing Director of Nicholls Stevens Financial Services, and Dr Matthew Connell, Policy and Public Affairs director of the PFS. To find out more about...

In this episode of the podcast, we are talking about rethinking financial vulnerability and identifying good practice for assisting clients in vulnerable circumstances. We are joined by Robin Melley, Managing Director, Matrix Capital Limited and 2020 winner of the Chartered Financial Planner of the Year Award, and Tony Miles, Business Development Consultant of the Personal Finance Society and Tech...

In this episode of the podcast we are talking about how the Brexit agreement has impacted the insurance and financial planning profession and how the new rules will impact insurers and financial planners. We are joined by Steve White, CEO of BIBA, the British Insurance Brokers’ Association, and Shayne Halfpenny-Ray, Policy and Public Affairs Adviser at the CII.

In this episode of the podcast, we are talking about reskilling for a career in the financial planning and insurance professions. We are joined by Sarah Lord, President of the Personal Finance Society, and Steve Jenkins, Development Director at the CII.

In this episode of the podcast we are talking about supporting colleagues with their mental health. We are joined by Julie Page, President of the Chartered Insurance Institute, and Keith Richards, chief executive of the Personal Finance Society. To find out more about this podcast and for useful links go to pfp.thepfs.org/pfs-radio