PFS Radio

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 and Diversity and Inclusion Representative for Bristol CII, and Vivine Cameron, EDI Manager at the CII. 

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 CII. 
 

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 Matthew Connell, Director of Policy and Public Affairs at the CII and PFS. 

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 joined by Alina Burlacu, Director and Founder of AB Growth Solutions, and Financial Education Champion, and Richard Talbot-Jones, Managing Director at Talbot Jones, and mentor via the CII’s Connect platform. 
 

In this episode of the podcast, we discuss the importance of common strategy and purpose for Local Institutes, Regional Committees and membership societies, and the power of volunteering.

I am joined by Florence Dennis, President of the Insurance Institute of Leicester, and Kevin Forbes, Chairman of the Hants & Dorset PFS Regional committee.
 

In this episode of the podcast, we discuss how the insurance and personal finance profession can work together to promote the value of advice, and how this relates the theme of this year’s BIBA Conference.

We are joined by Peter Blanc, President of the Chartered Insurance Institute, and Dr Matt Connell, director of Policy and public affairs at the PFS.

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 and that investments are not being eroded by inflation in a way that damages client’s long-term plans.

we are joined by Sarah Lord, President of the Personal Finance Society, and Kevin Hancock, Chair of the Society of Insurance Broking.
 

We are discussing inclusion in the insurance and financial services professions and we are joined by Claire Tunley, Chief Executive Officer of the Financial Services Skills Commission and Ian Simons, Customer Director of the CII. 

The FSSC report on Inclusion across Financial Services can be found here.

In this episode of the podcast, we will be exploring the findings of the CII’s Shaping the Future together consultation for learning and assessments.

We are joined by Gill White, Chief Customer Officer of the CII, and Dr Matthew Connell, Policy and Public Affairs Director of the CII.

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 of Policy and Public Affairs at PFS.