PFS Festival Radio

Martin speaks Paul Hogg, from exhibitor and sponsor Financial Express.

Martin talks to Sir Vince Cable, leader of the Liberal Democrats about progress of the Brexit negotiations to date and whether it's too late now to stop Brexit.

Martin speaks to Paul Armson from Inspiring Advisers.

Martin talks to Kate Gannon from Manning & Co about her lightbulb moment, the inspiration and drive to become Chartered Financial Planner of the Year.

Kate works for Manning and Co in the South West where she heads up the Cornwall Office. She has been in the financial services profession since leaving school, starting in Banking and moving into Financial Advice as a Mortgage Advisor and then Financial Planner in the mid 1990’s. She lives in Cornwall with her Husband, two children and Great Dane. She has recently taken up a new hobby of Sailing and is desperately trying to find the work life balance to fit it into her schedule! She is an advocate of Lifestyle Planning and wants to encourage more of the younger generation into the Financial Services Profession to bring new perspectives and life into the future of Financial Services.

Martin talks to Hayley Tink from Almary Green about the role our behaviour plays in making financial decisions and being a money coach.

Hayley has been an adviser with Almary Green since 2009 and started her financial advising career in 2004. Hayley is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest possible level of qualification for a financial adviser. She has won several awards for her examination achievements. She is a member of the Society for Later Life Advisers, and specialises in this area of advising clients in later life, including in relation to care fees planning and providing advice to those acting under powers of attorney. She is also an Affiliate member of the Society for Trust and Estate Practitioners, (STEP) having achieved in 2011 a STEP Excellence Award for her top mark in the country in the STEP Certificate for Financial Services (Trusts and Estate Planning). Hayley reached the pinnacle of her achievements so far in November 2012 by winning the prestigious Chartered Financial Planner of the Year award. Most recently, Hayley has trained as a Certified Money Coach (CMC)® with the Money Coaching Institute. One of the few advisers in the UK to also be trained as a behavioural money coach, Hayley is able to bring a new dimension to her financial advice work, as well as providing stand alone money coaching sessions for those who wish to understand the psychological dimension of their own relationship to - and patterns over - money. In her spare time Hayley enjoys yoga and meditation as well as playing tennis and the piano (both badly!). She also loves to read and is always curious to learn something new.

Martin chats to Jason Butler about his book Squeezing the Orange and his new book, published at the end of this year, Money Moments.

Martin talks to George Kinder about life planning and why it has become so popular in the UK.

Kinder is a Harvard educated financial planner, philosopher, mindfulness teacher, author, and the founder of the Kinder Institute of Life Planning; an organization that has trained over 3000 professionals in 30 countries in what is considered the gold standard for adviser-client relationship skills. Among his six books, three are on money: The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, and one on mindfulness Transforming Suffering into Wisdom. His newest, A Golden Civilization will address the crises in economics and democracy and explore how to create a Golden Civilization that might last 1000 generations. The recipient of many financial industry awards, he was recently named by Investment News the first of the fifteen most transformational financial advisers whose vision most changed the financial planning industry over the past thirty years. His expertise has been widely featured in: The Financial Times, New Model Adviser, Forbes, Time Magazine, FP Today, The Journal of Financial Planning, Investment News, and The New York Times.

Wednesday 14:30 - 15:10 Implementing true Financial Life Planning

Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their financial lives. Hear from the “father of life planning," George Kinder, as well as practitioners who have implemented various life-centric approaches into their practice as they share their processes, techniques, and tools used in this evolving space.

Martin Clubbs from Old Mutual Wealth talks to Martin for Festival Radio about the investment challenge surrounding DB pension transfers.

Martin is a Pension Specialist with over 20 years market experience. He has worked closely with advisers in both the corporate and individual pensions market supporting them through the ever changing pensions landscape. Currently he is involved heavily in the DB to DC market helping advisers with the opportunities and challenges this area of work creates. Outside of work Martin enjoys cycling, golf and coaching his sons junior football team.

Chris Davies from Engage Insight talks to Martin about the launch of their new RegTech platform, Model Office.

David Geale from the Financial Conduct Authority talks to Martin for Festival Radio about FAMA and how Financial Planners can provide feedback to the FCA.

Clinton is a Director of Citywide Financial Partners, based in Surrey. The firm was established in 2004 and specialises in providing financial advice to high net worth individuals and their families. He believes that this is an important time for advisers and he is keen to ensure that there is a successful and vibrant independent sector capable of meeting the needs of consumers in the future. Clinton is the former Chairman of the FCAs Small Business Practitioner Panel (SBPP).