
Episode 110: PFS Volunteers
In this episode we’ll explore the broad range of volunteering opportunities available to PFS members, the benefits of volunteering and how you can get involved. We are joined by Rob Boland, Tim Brienza, and Kerry Houghto
Hosted by Personal Finance Society · 🇺🇸 US · EN · 109 episodes
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Podcast by Personal Finance Society
Personal Finance Society hosts The PFP Podcast, a business show with 109 episodes published.

In this episode we’ll explore the broad range of volunteering opportunities available to PFS members, the benefits of volunteering and how you can get involved. We are joined by Rob Boland, Tim Brienza, and Kerry Houghto

In this special episode of Inside Paraplanning recorded live at the Purely Paraplanning conference in London, Sophie Brown, Hannah Wynick and Alan Gow discuss some hot topics in paraplanning including the launch of the a

Around 15 to 20 percent of the population is considered neurodivergent, yet many systems - from workplaces to healthcare - are still designed with neurotypical norms in mind. In this episode, we explore how neurodiversit

If you’re experiencing menopausal or perimenopausal symptoms, it can take a real toll on your work life, confidence and wellbeing. From brain fog and anxiety to hot flushes and disrupted sleep, many women find themselves

If you were suddenly faced with a divorce, a caregiving responsibility, or bereavement, would your finances be in order? Could you continue to maintain your current lifestyle? In this episode of Wealth and Women from the

Do you ever wish you felt more confident making money decisions as a woman? Women often hold back from taking financial risks - and that mindset is built up from childhood. But there is a way to use it to your advantage.

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 go

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 fina

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.

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 Champi

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) a

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.

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

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 C

As part of Chartered Week 2026, we’re diving into what it really means to be Chartered — beyond the letters, beyond the badge. In this episode of podcast, we unpack how Chartered status shapes culture, strengthens trust,

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

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

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

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. Visi

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 parad
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The PFP Podcast is hosted by Personal Finance Society. The show is categorised under business and has published 109 episodes.
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