The PFP Podcast

Personal Finance Society
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Podcast by Personal Finance Society

  1. PFP Podcast Presents - Inside Paraplanning - Ep4

    5D AGO

    PFP Podcast Presents - Inside Paraplanning - Ep4

    How to get into Paraplanning. In this episode of the PFP podcast, as part of our paraplanner series, Hannah Wynick, is joined by fellow PFS Paraplanning Panel members Sophie Brown, and Alan Gow, to discuss: ✅ How they got involved in Paraplanning ✅ The skills you need to succeed in the role ✅ The challenges they faced as a Paraplanner ✅ The opportunities that make a career as a Paraplanner so rewarding

    34 min
  2. Episode 104 - Kate Gannon, PFS Vice President

    APR 23

    Episode 104 - Kate Gannon, PFS Vice President

    In this episode we are joined by Kate Gannon – Vice President and Fellow of the Personal Finance Society, and Director and Chartered Financial Planner at Themis Wealth Management. We’ll explore Kate’s journey in the financial planning profession and role with the PFS board as well as how the PFS is supporting its members, the key challenges facing financial planning today, and what’s ahead for the rest of 2026. Pathway to the Profession: https://www.thepfs.org/careers-in-personal-finance/pathway-to-the-profession/ The Festival of Financial Planning: https://www.pfsfestival2026.org/

    27 min
  3. Episode 103 - CII Group Strategic Plan Update 2026

    APR 16

    Episode 103 - CII Group Strategic Plan Update 2026

    In this episode, CII Group Chief Executive Matthew Hill joins us to give an update on the CII Group's Strategic Plan, including the focus for 2026, and what we have achieved so far.

    34 min
  4. Episode 102 - Regional Matters: engaging at a local level

    APR 9

    Episode 102 - Regional Matters: engaging at a local level

    In this episode we are talking with members of some of the PFS Local Committees about the importances of the Regions, PFS Local, and the power of volunteering. Joining us on the podcast is Ciara Octigan, Chartered Champion for Greater Manchester, Lewys Richards, Chair and Professional Qualifications Officer for South Wales, and Natalie- Jayne Bush, New Professionals Officer and Professional Qualifications Officer for Isle of Man. Find your PFS Local Committee here: https://www.thepfs.org/membership/pfs-local-committees/ and explore the My Personal Finance Skills initiative here: https://mypersonalfinanceskills.org/

    24 min
  5. Episode 101 - Eddie Grant, PFS Board Member

    MAR 26

    Episode 101 - Eddie Grant, PFS Board Member

    In this episode of the PFP podcast, we speak with PFS Board Member Eddie Grant. We talk about his long standing relationship with the PFS and CII Group, his roles with the European Financial Planning Association (EFPA) and as Disability Champion for Financial Services.

    27 min
  6. PFP Podcast Presents - Inside Paraplanning - Ep. 3

    MAR 19

    PFP Podcast Presents - Inside Paraplanning - Ep. 3

    In this episode of Inside Paraplanning, Alan Gow, Laura MacLeod and Hannah Wynnick discuss the benefits and pitfalls of cashflow models in helping clients plan for their future.

    28 min
  7. Episode 99 - Tax Planning in a Changing Advice Landscape

    MAR 12

    Episode 99 - Tax Planning in a Changing Advice Landscape

    Following the recent Spring Forecast, the continued fallout from the November Budget, and the recent conflict in the Middle East, financial and tax planning have become more complex than ever. In this episode, Dr Matthew Connell of the CII Group is joined by Sam Paterson of the PFS POWER Panel and Phil Greenwood of the PFS Paraplanning Panel to discuss the current climate and the challenges facing planners and their clients.

    39 min
  8. Episode 98 - How CPD drives professionalism and trust

    MAR 5

    Episode 98 - How CPD drives professionalism and trust

    In this episode, Rebecca Aston, Head of Professional Standards, and Adam Harper, Executive Director, Strategy, Advocacy and Professional Standards at the CII Group are discussing Continuing Professional Development, or CPD. They will be talking about the requirement for CII and PFS Members, common themes in CPD members are undertaking, and the process of CPD audits. You can email the CPD team at: cpdreport@cii.co.uk

    35 min
See All (104)

About

Podcast by Personal Finance Society

Information

  • Creator
    Personal Finance Society
  • Years Active
    2024 - 2026
  • Episodes
    104
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The PFP Podcast

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