The PFP Podcast
Podcast by Personal Finance Society
- Update frequency
- every 12 days
- Average duration
- 28 minutes
- Episodes
- 82
- Years Active
- 2021 - 2025
Episode 83 - IHT and the Great Wealth Transfer
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…
00:32:12 |
Thu 04 Sep 2025
Episode 82 - CII Group Chief Executive update - 2025 H1
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…
00:41:09 |
Thu 28 Aug 2025
Episode 81 - PFS Pathway to the Profession
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 w…
00:47:06 |
Thu 21 Aug 2025
Episode 80 - Carla Brown - 6 months as PFS President
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 …
00:26:40 |
Thu 07 Aug 2025
Episode 79 - New Generation Programme
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 …
00:13:23 |
Thu 31 Jul 2025
Episode 78 - Professional Standards Committee
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 acade…
00:29:16 |
Thu 24 Jul 2025
Episode 77 - Society of Mortgage Professional Q&A
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 …
00:38:06 |
Thu 17 Jul 2025
Episode 76 - supporting clients through separation and divorce
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 a…
00:27:25 |
Thu 10 Jul 2025
Episode 75 - In conversation with Liz Syms, SMP Chair
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 Professio…
00:17:40 |
Thu 26 Jun 2025
Episode 73 - Health and wellbeing
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 hea…
00:41:11 |
Thu 22 May 2025
Episode 72 - IHT and Pension Update
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 …
00:24:09 |
Thu 24 Apr 2025
Episode 71 - Engaging with your Regional Committee
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…
00:31:32 |
Thu 17 Apr 2025
Wealth and Women Season 2 Episode 4
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 Fin…
00:58:03 |
Fri 21 Mar 2025
Wealth and Women Season 2 Episode 5
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 ranki…
00:38:29 |
Fri 21 Mar 2025
Wealth and women -Season 2 Episode 3
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 tip…
00:40:55 |
Wed 19 Mar 2025
Wealth and Women Season 2 Episode 2
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 Fina…
00:55:41 |
Wed 12 Mar 2025
Wealth and Women Season 2 Episode 1
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,…
00:42:47 |
Thu 06 Mar 2025
Episode 65 - Strategic ambitions for 2025
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.
00:43:23 |
Thu 13 Feb 2025
Carla Brown - PFS President 2025
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 Charter…
00:28:21 |
Thu 09 Jan 2025
Benefits of using the Connect mentoring platform
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.
00:21:25 |
Thu 19 Dec 2024
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