The PFP Podcast
Podcast by Personal Finance Society
- Update frequency
- every 12 days
- Average duration
- 28 minutes
- Episodes
- 82
- Years Active
- 2021 - 2025
Excelling at qualifications
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 202…
00:38:23 |
Fri 12 Apr 2024
Spring Budget 2024
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 Poli…
00:23:50 |
Thu 14 Mar 2024
Inspire Inclusion
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…
00:29:36 |
Thu 07 Mar 2024
Sustainable Finance Knowledge Gap
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 …
00:29:52 |
Thu 29 Feb 2024
Proficiency+ diagnostic tool
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 C…
00:25:10 |
Fri 23 Feb 2024
2024 PFS Events Programme
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, R…
00:22:32 |
Thu 01 Feb 2024
Deconstructing Disability
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 Consum…
00:50:54 |
Thu 07 Dec 2023
The value of professional designations
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,…
00:15:21 |
Thu 23 Nov 2023
Consumer Duty - 3 months in
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 profe…
00:18:10 |
Wed 15 Nov 2023
PFS National Conference highlights
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…
00:19:47 |
Fri 10 Nov 2023
Matt Watkinson talks about Mastering Uncertainty
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 pla…
00:35:50 |
Thu 26 Oct 2023
The importance of Black History Month
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 join…
00:14:45 |
Fri 20 Oct 2023
AI in Financial Planning
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 Mone…
00:27:23 |
Fri 20 Oct 2023
Update on IHT And Pensions
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 Partn…
00:21:03 |
Thu 21 Sep 2023
Career Development with 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, Educati…
00:16:08 |
Wed 19 Jul 2023
Consumer Duty Resources
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 …
00:17:04 |
Mon 17 Jul 2023
Simplified Investment Advice
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 …
00:33:18 |
Thu 06 Apr 2023
Green and Sustainable Finance
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 Executiv…
00:27:17 |
Wed 29 Mar 2023
Benefits of Professional membership
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 …
00:24:30 |
Wed 22 Mar 2023
Vulnerability and the Consumer Duty
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 …
00:31:52 |
Wed 01 Mar 2023
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