The PFP Podcast
Podcast by Personal Finance Society
- Update frequency
- every 12 days
- Average duration
- 28 minutes
- Episodes
- 82
- Years Active
- 2021 - 2025
LGBT+ History Month
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 M…
00:30:15 |
Wed 22 Feb 2023
Mortgage Market Update
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 Carlo…
00:14:24 |
Wed 15 Feb 2023
Benefits Of Apprenticeships
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 Na…
00:19:19 |
Wed 08 Feb 2023
PFS Festival of financial planning
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, Immed…
00:12:36 |
Thu 03 Nov 2022
Professional standards and misconduct
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…
00:30:33 |
Wed 19 Oct 2022
Mortgage Brokers Supporting Customers
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 …
00:24:14 |
Wed 12 Oct 2022
Dive In to Diversity
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 …
00:18:47 |
Wed 28 Sep 2022
Raising public trust - CII Conference Special
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, …
00:18:10 |
Fri 16 Sep 2022
Getting to grips with the Consumer Duty
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 Insuran…
00:33:04 |
Wed 07 Sep 2022
EDI Impact
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 …
00:34:02 |
Wed 22 Jun 2022
Raising Professional Standards
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…
00:16:44 |
Wed 15 Jun 2022
Carers Week
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…
00:32:28 |
Wed 08 Jun 2022
Volunteers Week 2022
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 j…
00:28:42 |
Wed 01 Jun 2022
Rebuilding Financial Resilience
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 a…
00:27:04 |
Wed 04 May 2022
Inclusion in the Financial Services professions
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 Commiss…
00:21:24 |
Wed 06 Apr 2022
Consumer Investment Data Review
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 o…
00:27:22 |
Wed 02 Feb 2022
What the profession is doing to improve equality, diversity and inclusion
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 t…
00:23:05 |
Fri 25 Jun 2021
What the FCA’s review of the investment market means for the financial advice profession
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, for…
00:19:52 |
Wed 03 Mar 2021
Rethinking vulnerability – identifying good practice
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…
00:22:43 |
Tue 02 Mar 2021
The impact of Brexit on the Insurance and Financial Planning profession
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 plan…
00:20:26 |
Wed 17 Feb 2021
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