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Pfs Festival of Financial Planning
3rd November 2022
In this episode of the podcast, we are talking about the Personal Finance Society’s Festival of Financial Planning, which recently took place at the NEC in Birmingham
We are joined by Sarah Lord, Immediate Past President of the PFS, and Caroline Stuart, current President of the PFS.
Professional standards and misconduct
19th October 2022
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 by James Daley, Managing Director at Fairer Finance, and Melissa Collett, Executive Director of Professional Standards at the CII
Mortgage brokers supporting borrowers
12th October 2022
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 of Connect Mortgages, and Board member for the Society of Mortgage Professionals.