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Personal Finance Professional magazine
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Simplified Investment Advice
6th April 2023
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 Grant, Director at Technical Connection Limited, and a Past PFS President, and Dr Matt Connell, Policy and Public Affair Director for the CII and PFS.
Green and Sustainable Finance
29th March 2023
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 Executive of the Chartered Banker Institute, and chair of the UK’s Green Finance Education Charter on behalf of the Department for Energy Security and Net Zero, and author of Green & Sustainable Finance: Principles & Practice. And Rebecca Aston Professional Standards Manager at the CII.
You can find the CII's Green Finance Companion Guide to the Code of Ethics here.
Benefits of Professional membership
22nd March 2023
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 Caroline Martin, who is Deputy President of the Insurance Institute of Chelmsford and South Essex, and Hazel Bowen, is the Personal Finance Society’s current Chartered Financial Planner of the Year.