Simplified Investment Advice
6th April 2023
In this episode of the podcast, we are discussing the Financial Conduct Authority's plans for simplified advice and what it would mean for the Financial Planning Profession.
We are joined by Eddie Grant, Director at Technical Connection Limited, and a Past PFS President, and Dr Matt Connell, Policy and Public Affair Director for the CII and PFS.
Green and Sustainable Finance
29th March 2023
In this episode of the podcast, we are discussing Green and Sustainable Finance and what it means to the insurance and financial services professions.
We are joined by Simon Thompson, Chief Executive of the Chartered Banker Institute, and chair of the UK’s Green Finance Education Charter on behalf of the Department for Energy Security and Net Zero, and author of Green & Sustainable Finance: Principles & Practice. And Rebecca Aston Professional Standards Manager at the CII.
You can find the CII's Green Finance Companion Guide to the Code of Ethics here.
Benefits of Professional membership
22nd March 2023
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.
Vulnerability and the Consumer Duty
1st March 2023
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.
LGBT+ History Month
22nd February 2023
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 email@example.com.
Mortgage Market update
15th February 2023
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.
Benefits Of Apprenticeships
8th February 2023
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.
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.