The PFP Podcast
Podcast by Personal Finance Society
- Update frequency
- every 12 days
- Average duration
- 28 minutes
- Episodes
- 82
- Years Active
- 2021 - 2025
The CII and PFS 2024 Apprenticeship Awards
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…
00:25:24 |
Thu 12 Dec 2024
The role of apprenticeships in attracting and retaining talent
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 …
00:33:58 |
Thu 05 Dec 2024
PFS National Conference 2024
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 confer…
00:14:58 |
Thu 28 Nov 2024
Wealth and Women Live
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.
00:24:20 |
Wed 20 Nov 2024
The PFS Personal Finance Awards 2024
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 planni…
00:30:57 |
Thu 14 Nov 2024
The Professional Map - the journey so far
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 …
00:30:49 |
Thu 17 Oct 2024
Personal Development
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…
00:24:28 |
Thu 10 Oct 2024
Working with victim-survivors of economic abuse
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, Vic…
00:25:36 |
Thu 03 Oct 2024
Wealth and Women - Episode 5
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 Y…
00:44:49 |
Thu 26 Sep 2024
Wealth and Women - Episode 4
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.
00:53:41 |
Thu 19 Sep 2024
Wealth and Women - Episode 3
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…
00:40:55 |
Thu 12 Sep 2024
Wealth and women - Episode 2
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 th…
00:51:14 |
Thu 05 Sep 2024
Wealth and women - Episode 1
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 t…
00:39:42 |
Thu 29 Aug 2024
PFS Member Designations
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.
00:24:48 |
Thu 18 Jul 2024
Election Manifestos 2024
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 Fa…
00:18:13 |
Thu 27 Jun 2024
PFS Personal Finance Awards
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 initia…
00:15:45 |
Thu 20 Jun 2024
Interview with Matthew Hill, CEO of the CII Group
In this episode of the podcast we are speaking with the new CEO of the CII Group, Matthew Hill.
00:24:35 |
Mon 10 Jun 2024
SDR's and anti-greenwashing
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…
00:35:48 |
Thu 16 May 2024
Passing CII Exams
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 profess…
00:10:32 |
Thu 09 May 2024
Corporate Chartered Status
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 …
00:28:56 |
Thu 18 Apr 2024
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