Episode 111: PFS Volunteers

PFP Podcast Presents - Inside Paraplanning Episode 6

In this episode of Inside Paraplanning, PFS Paraplanning Panel members Alan Gow and Hannah Wynick are joined by Sam Patterson, Head of Proposition at Equilibrium. They discuss the merits of qualifications, including some tips on preparing for exams, ways to stand out from the crowd, and how paraplanning is not a stepping stone to becoming an adviser, but a gateway to much more. Check our the guide to getting started in paraplanning here: https://www.thepfs.org/membership/communities/paraplanning-panel/

Episode 113: "don't single out disabled people, ask everybody"

In this episode, we are joined by Eddie Grant, Disability and Access Ambassador for Insurance, and Kate Headley, co-founder and CEO of The Clear Company, a leading culture, diversity and inclusion consultancy. Kate was appointed Disability and Access Ambassador for Recruitment in 2022 and is a leading voice in helping organisations create more inclusive workplaces. We'll discuss the progress being made towards greater disability inclusion across UK workplaces. We'll explore the role of the Disability and Access Ambassadors, the impact of the Keep Britain Working review, what organisations can do to move beyond compliance and create genuinely inclusive cultures, and how sectors such as insurance and financial planning can play a leading role in improving outcomes for disabled people. You can find out more about the Disability Access Symposium here: https://www.cii.co.uk/cii-events/disability-access-symposium-2026/

Episode 112: "the pace of change isn't slowing down - we've got to stay current"

In this episode of the podcast, we catch up with Personal Finance Society President and Chair, Carla Brown, at the midway point of 2026. Halfway through her second term as President, we hear about the fantastic ways the PFS is engaging with members and the wider profession this year, as well as her personal highlights and achievements. You can also watch this episode on YouTube. 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

Episode 111: 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