PFS Radio

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.

In this episode of the podcast, we are talking about reskilling for a career in the financial planning and insurance professions.

We are joined by Sarah Lord, President of the Personal Finance Society, and Steve Jenkins, Development Director at the CII.

In this episode of the podcast we are talking about supporting colleagues with their mental health ahead of Time to Talk day on Thursday 4 February. We are joined by Julie Page, President of the Chartered Insurance Institute, and Keith Richards, chief executive of the Personal Finance Society. 

You can find out more about Time to Talk Day here, and PFS Perks here.

In this episode of the podcast, we are talking about how to excel in CII professional qualifications. We are joined by Mark Randall, winner of The Henry J Tapscott Prize for Excellence in completion of the Advanced Diploma in Insurance qualification, and Gill White, Chief Customer Officer at the CII.

In this episode of the podcast, recorded on 11 November, we are discussing lessons from the FCA’s business interruption ruling. We are joined by Michael Frisby, Partner at the Stevens and Bolton law firm, and Melissa Collett, Professional Standards director at the CII.

In this episode of the podcast we are talking about building financial resilience and helping vulnerable clients. We are joined by Robin Melley, Chartered Financial Planner of the year 2020, and founder of Matrix Capital, and Keith Richards, chief executive of the Personal Finance Society.

In this episode of the podcast we are talking about the importance of Black role models in the insurance profession. We are joined by Maxine Goddard, Strategic Operations Leader of Zurich and Head of Partnerships for The Insurance Cultural Awareness Network, and Patrick Okolo, Global Specialist at Willis Towers Watson.

In this episode of the podcast we are talking about how advisers and insurers can protect their clients from the latest scams. We are joined by Alain Desmier, Founder of Contact State, and George Tsounias, Education Relationship Manager at the CII and PFS.