PFP Podcast presents - Inside Paraplanning Live

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 Houghton. Before we get into the episode, a quick note that we want to hear from you – our listeners. What questions you would like answered and what would like to hear more about? Email us at podcasts@thepfs.org

PFP Podcast presents - Inside Paraplanning Live

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 new guide for getting started in paraplanning: https://media.umbraco.io/ciigroup-dxp/wybhlb0g/pfs-getting-started-in-paraplanning-pdf.pdf

How to Support Neurodivergent Women in the Workplace - Wealth and Women Series 3 Episode 4

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 neurodiversity shows up in women’s working lives, why it is so often missed, and what needs to change to create genuinely inclusive environments. From lived experience and workplace adjustments, to communication styles and leadership approaches, we explore how neurodiverse women can thrive at work. 🎧 Stay tuned to learn about: ➡ A personal account from a woman diagnosed with AuDHD later in life ➡ The impact of masking and how it contributes to burnout at work ➡ How workplace processes can unintentionally exclude neurodivergent people ➡ Why designing better systems for neurodiversity benefits everyone ➡ The strengths neurodiversity can bring to teams and organisations ➡ How to communicate effectively with neurodiverse clients and colleagues Chapters (00:00) Intro - Personal account of being diagnosed with AuDHD later in life (11:08) Examples of positive changes in the workplace (14:11) Why inclusivity at work makes business sense (15:52) When some people don’t fit the “typical” signs of autism (17:41) How subtle adjustments at work can make a big difference (19:55) The value neurodiverse people can add to a workplace (22:52) How inclusivity can future-proof your business (29:10) Stereotypes of autism (30:09) Autism in girls (33:01) Why being literal or matter-a-fact is a good thing (34:21) How to get the best out of your neurodiverse clients (38:31) Why therapy is such a great tool (43:56) Why all businesses should be inclusive by design (47:23) Outro and goodbyes About the podcast: Wealth and Women is a podcast from the Personal Finance Society, offering guidance and advice to women in work. Season 3 covers financial confidence, how to navigate big life events, how to thrive through the menopause and how to support neurodiversity at work. About your hosts: Emma Hall is a Chartered Financial Planner at 75point3 Hazel Bowen is a Senior Wealth Planner at Canaccord Wealth Alina Burlacu is a PFS Award-winning financial educator Tracy Brookes is a Chartered Financial Planner at 75point3 Connect with PFS Website: https://www.thepfs.org/ LinkedIn: https://www.linkedin.com/company/the-personal-finance-society/ Email: customer.serv@thepfs.org Read Gina Rippon’s book: The Lost Girls of Autism: https://amzn.eu/d/0aq2r4Rk

How To Survive Hormone Changes And Menopause At Work - Wealth & Women Series 3 Episode 3

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 struggling silently while trying to balance careers, finances and everyday life. In this episode of Wealth and Women from the Personal Finance Society, we explore how the menopause can affect women professionally, emotionally and financially, and what can be done to make this stage of life more manageable. Plus, hear top tips from our panel on how to talk to your boss about women’s health issues with confidence. 🎧 Stay tuned to learn about: ➡ Strategies to manage hormone changes at work ➡ The ways menopause and perimenopause symptoms can affect women at work ➡ The link between menopause and financial wellbeing ➡ Why some women consider leaving work during the menopause ➡ Practical ways to speak to your employer about support ➡ Real-life experiences and advice from financial professionals Chapters (00:00) Introduction (01:15) How the menstrual cycle can impact your work life (02.39) How to manage work commitments around your cycle (06:28) How to be more open with colleagues about the time of the month (07:24) Why listening to your body is key (10:39) The impact your cycle can have on spending habits (11:34) Entering  perimenopause (13:15) Why we need more open dialogue about women’s health in the workplace (16:23) Why the language we use matters (17:44) Real world examples (19:55) Why men need to care about women’s health issues (21:52) Alina’s menopause experience (24:42) The menopause and suicide rates amongst women (25:13) Dealing with menopausal clients (28:28) How the menopause can impact your finances (29:57) The importance of education around menopause (36:55) Why we shouldn’t try to “fix” menopausal women but support them (45:20) How to talk to your boss with confidence about women’s health issues (48:38) Outro and goodbye About the podcast: Wealth and Women is a podcast from the Personal Finance Society, offering guidance and advice to women in work. Season 3 covers financial confidence, how to navigate big life events, how to thrive through the menopause and how to support neurodiversity at work. About your hosts: Emma Hall is a Chartered Financial Planner at 75point3 Hazel Bowen is a Senior Wealth Planner at Canaccord Wealth Alina Burlacu is a PFS Award-winning financial educator Tracy Brookes is a Chartered Financial Planner at 75point3

How to Stay Financially Strong Through Major Life Events | Wealth & Women Series 3, episode 2

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 Personal Finance Society, our experts explore why women are often more financially vulnerable during major life changes - and the steps you can take now to feel more secure, informed and in control. Plus, hear top tips on how fellow financial advisors can navigate these milestones with their own clients. Don't miss an episode - subscribe now. 🎧 Stay tuned to learn about: ➡ Why women are often more financially vulnerable during big life events ➡ How emotions can influence financial decision making ➡ Why having key financial documents organised is so important ➡ How financial advisers can support clients through difficult life changes ➡ Ways to rebuild financial confidence after a major setback Chapters (00:00) Introduction (01:35) How women are often more impacted by tax saving measures (3:17) Preparing to have a family and go on maternity leave (6:05) What happens if you get divorced? (7:05) How to get comfortable discussing approaching life milestones (8:07) Why you shouldn’t “cross that bridge when you get to it” (10:47) Planning for the costs of having a child (12:00) The importance of allowing enough time for decision making (12:24) Why getting to know your clients well is so important (15:28) How big life changes impact decision making (19:19) Understanding clients long-term financial goals (21:16) Understanding the long-term consequences of financial decisions (24:21) Why you shouldn’t trust AI to make financial decisions for you (29:03) Changes in inheritance tax (36:45) Considering a holistic family perspective when it comes to financial decisions (41:59) Practical advice and outro About the podcast: Wealth and Women is a podcast from the Personal Finance Society, offering guidance and advice to women in work. Season 3 covers financial confidence, how to navigate big life events, how to thrive through the menopause and how to support neurodiversity at work. About your hosts: Emma Hall is a Chartered Financial Planner at 75point3 Hazel Bowen is a Senior Wealth Planner at Canaccord Wealth Alina Burlacu is a PFS Award-winning financial educator Tracy Brookes is a Chartered Financial Planner at 75point3 Connect with PFS Website: https://www.thepfs.org/ LinkedIn: https://www.linkedin.com/company/the-personal-finance-society/ Email: customer.serv@thepfs.org