In the second installment of Inside Paraplanning, hosts Hannah Wynick, Laura Macleod, and Alan Gow, discuss vulnerability. Including recognising it from fact-finds, and working closer with Financial Planners to ensure it is properly documented. Visit the PFS Paraplanner LinkedIn Group here: www.linkedin.com/groups/12304985/

Welcome to our National Apprenticeship Week episode of the PFP Podcast.

We take a look at Personal Finance apprenticeships, early‑career pathways, and how real apprentices are building their futures in the profession.

In this episode, we’ll explore what an apprenticeship in the personal finance profession involves, how apprentices balance work and study, the skills they develop, and how quickly they make an impact.

You’ll also hear why employers invest in apprentices, what makes a great apprenticeship experience, and honest advice for anyone considering this route.

Joining the podcast is Paul Langley, Sara Rees and Sophia Bell, all from Succession Wealth.

In this episode of the podcast we speak to PFS President and Chair, Carla Brown as she starts her second term as president. She talks about the year ahead as well as looking back at some of the highlights from her first term. You can watch the episode on YouTube: https://youtu.be/lDK7Qd4O74Q

In the first of a new monthly series from the PFS Paraplanning panel, hosts Alan Gow, Laura Macleod, and Hannah Wynick discuss all things Paraplanning with Rob Kingsbury, editor or Professional Paraplanner magazine. Visit their LinkedIn Group here: https://www.linkedin.com/groups/12304985/

In this episode of the podcast, Ian Simons, Content and Capabilities Director for the CII Group, talks with Alan Whittle and Sebastian Elwell, members of the PFS Sustainable Financial Adviser Panel, on shifting the paradigm in sustainable financial planning.

Find the PFS Sustainable Finance hub here: https://www.thepfs.org/about-us/initiatives/sustainable-finance/

Struggling with motivation, mood, or energy during winter? You’re not alone.

In this episode of the podcast, we speak to Dr Stephanie Fitzgerald, a Chartered Clinical Psychologist and Associate Fellow of the British Psychological Society.

We are talking about practical tips to support your mental and emotional wellbeing through the winter months, inspired by psychological insight and real-life experience.

In this episode of the podcast we look at debunking some myths around vulnerability and how firms can better serve vulnerable customers. Head of Research and Insight for the CII Group and lead author of 'Managing customer vulnerability in insurance and personal finance' Vanessa Riboloni, is joined in conversation by co-author Martin Grimwood, Director of FWD Consulting and Mandy Hunt, Managing Director Shape Underwriting. Read the guidance here: https://media.umbraco.io/ciigroup-dxp/eaedofqi/managing-customer-vulnerability-in-insurance-and-personal-finance-a-practical-implementation-guide.pdf

Recorded at this year's PFS National Conference, which took place at the Excel in London on Thursday 13 November 2025, this special podcast captures content from the event, along with interviews with some of the speakers, delegates and members of the PFS Board. You can watch recordings of the sessions here: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&eventid=5128355&sessionid=1&key=14DC1EE2A834D325CE6995EFB065431A&groupId=6431472&sourcepage=register

You can also watch the video version on our YouTube Channel: https://www.youtube.com/watch?v=v9Z77HnQKCM&feature=youtu.be

In this special episode of the PFP Podcast we provide some immediate reaction to the Budget 2025 in relation the insurance and financial planning professions. The episode was recorded on Wednesday 26 November.

In this episode of the podcast CII Group Communications Director, Chris Shadforth, takes us around this year's CII & PFS Apprenticeship and Education Awards held at Westminster Central Hall, he speaks to some of those presenting awards as well as some of the worthy winners.