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.
The Professional Map
5th October 2022
In this episode of the podcast, we are talking about the professional map and ways the CII and PFS are supporting members with their career progression.
We are joined by Alasdair Walker, Managing Director at Handford, Aitkenhead and Walker Ltd and chair of the PFS Power Panel, and Ian Simons, Customer Director of the CII.
You can access The Professional Map here.
Dive In to Diversity
28th September 2022
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 joined by Orla Foley-Wright, HR & Communications Director at QIC Global Services Limited, and Alan Vallance, Chief Executive of the CII.
You can find some resources from the CII on diversity and inclusion here.
Cyber Security and Digital Ethics
21st September 2022
In this episode of the podcast, we are talking about the importance of cyber security and digital ethics.
We are joined by Ian McKenna, Founder & Director of the Financial Technology Research Centre, and Melissa Collett, Professional Standards Director of the CII.
Raising public trust - CII Conference Special
16th September 2022
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, Solihull Insurance Brokers and Non-Executive director of the Society of Insurance Broking, and Peter Blanc, CII President.
You can watch the conference on demand here.
Getting to grips with the Consumer Duty
7th September 2022
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 Insurance Compliance Services, and Matt Connell, Director of Policy and Public Affairs for the CII and PFS.
22nd June 2022
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.
Raising Professional Standards
15th June 2022
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.