PFS Radio

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.
 

In this episode of the podcast, Melissa Collett, Executive Director of Professional Standards at the CII, and Andrew Gething, Founder & Managing Director of MorganAsh are in conversation, discussing the introduction of the FCA’s Consumer duty and customer Vulnerability.

MorganAsh have several white papers, webinars and podcasts, all of which can be found here.

In this episode of the podcast, we are discussing LGBTQ+ History month, including looking at where the profession is in relation to society and what works still needs to be done.

We are joined by Maurice Rose, Co-Chair of Link, the LGBTQ+ Insurance Network.
Stephen Frost, CEO of Included and globally recognised diversity, inclusion and leadership expert. And Sarah Stephenson-Hunter, an EDI professional specialising in disability and LGBTQ+ training, advocacy and public speaking.
An information resource is available which accompanies this podcast, to access please email edi@cii.co.uk.

In this episode of the podcast, we are Looking at the mortgage market; the impact of cost of living, interest rates and the Bank of England’s inflation report have had on it. 

We are joined by Carlos Thibaut, Chair of the Society of Mortgage Professionals.

In this episode of the podcast, we are talking about apprenticeships in the Insurance and Financial Planning professions, how they can benefit both firms and their employees. This was recorded for National Apprenticeship Week 2023.  

We are joined by Tom Hegarty, chair of the financial planning trailblazer group and director at M&G Wealth, and Gideon Van Zijl, Compliance and Regulatory Development Consultant at Zurich, and former participant of a Senior Insurance Professional apprenticeship programme.
 

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.

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
 

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.

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.

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.