PFS Radio

In this episode of the podcast, we are talking about what the future holds for the professional development of individuals working in the insurance and personal finance profession. We are joined by Claire Tunley, CEO of the Financial Services Skills Commission, and Ian Simons, Customer Director for the CII.

In this episode of the podcast, we are talking about why insurance and personal finance professionals should volunteer and what initiatives they can engage with.

We are joined by Erik Johnson, Deputy Active Underwriter at Victor Insurance Partner and George Tsounias, Education Relationship manager for the CII and PFS.

Some of the initiatives mentioned in the podcast are as follows:

• Local Institutes
• My Personal Finance Skills
• iCAN
• iDAWN
• ACIN

In this episode of the podcast, we are discussing what financial services professionals need to know about climate risk and the recently launched Qualification Certificate in Climate Change developed by the Chartered Body Alliance, which consists of the Chartered Insurance Institute, the Chartered Bankers Institute and the Chartered Institute for Securities and Investments.

 We are joined by Simon Thompson, Chief Executive at Chartered Banker Institute, and Gill White, Chief Customer Officer at the CII.

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 the US and then the world, to more than 2,000 cities and towns in more than 60 countries, including the UK.

In this episode of the podcast, we are talking about what the profession is doing to improve equality, diversity and inclusion a year after the event.

We are joined by Godwin Sosi, co-founder of the African-Caribbean Insurance Network, and Ian Simons, Customer Director at the CII.

In this episode of the podcast, we are talking about what pension transfers specialists need to know in 2021 and exploring abridged advice.

We are joined by David Flory, consultant, and Dr Matthew Connell, Policy and Public Affairs director, both from the PFS.

In this episode of the podcast, we are talking about the impact of Covid-19 on the mortgage market.

We are joined by David Thomas, who is Managing Partner and Owner of Chadney Bulgin as well as Chair of the Society of Mortgage Professionals, and Carlos Thibaut, a non-executive director of the Society of Mortgage Professionals.

In this episode of the podcast, we are discussing the differences between remote invigilation and physical sittings of exams.

We are joined by Taron Josen, Assistant Financial Planner at Saunderson House, and Gill White, Chief Customer Officer at the CII.

For more information on Remote Invigilation sittings for on-screen written exams visit the CII Website.

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, former president of the Personal Finance Society and Managing Director of Nicholls Stevens Financial Services, and Dr Matthew Connell, Policy and Public Affairs director of the PFS.

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, Managing Director, Matrix Capital Limited and 2020 winner of the Chartered Financial Planner of the Year Award, and Tony Miles, Business Development Consultant of the Personal Finance Society and Technical Director of Care Navigator My Care Consultant, both of whom are members of the Financial Vulnerability Taskforce.

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 planners.
We are joined by Steve White, CEO of BIBA, the British Insurance Brokers’ Association, and Shayne Halfpenny-Ray, Policy and Public Affairs Adviser at the CII.