PFS Radio

In this episode of the podcast, we discuss how the insurance and personal finance profession can work together to promote the value of advice, and how this relates the theme of this year’s BIBA Conference.

We are joined by Peter Blanc, President of the Chartered Insurance Institute, and Dr Matt Connell, director of Policy and public affairs at the PFS.

With the cost of living increasing in the UK, today we discuss how the insurance and personal finance professions can highlight the need for customers and clients to ensure they have cover in place and that investments are not being eroded by inflation in a way that damages client’s long-term plans.

we are joined by Sarah Lord, President of the Personal Finance Society, and Kevin Hancock, Chair of the Society of Insurance Broking.
 

We are discussing inclusion in the insurance and financial services professions and we are joined by Claire Tunley, Chief Executive Officer of the Financial Services Skills Commission and Ian Simons, Customer Director of the CII. 

The FSSC report on Inclusion across Financial Services can be found here.

In this episode of the podcast, we will be exploring the findings of the CII’s Shaping the Future together consultation for learning and assessments.

We are joined by Gill White, Chief Customer Officer of the CII, and Dr Matthew Connell, Policy and Public Affairs Director of the CII.

In this episode of the podcast, we are talking about the FCA’s Consumer Investment Data Review. We are joined by Sarah Lord, President of the Personal Finance Society, and Dr Matt Connell, Director of Policy and Public Affairs at PFS.

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.