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

    How to Stay Financially Strong Through Major Life Events | Wealth & Women Series 3, episode 2
    2026/05/21
    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
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    49 分
  • How to Take Smart Financial Risks as a Woman | Wealth and Women Series 3 Episode 1

    How to Take Smart Financial Risks as a Woman | Wealth and Women Series 3 Episode 1
    2026/05/14
    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. In this episode we find out how women can take control of their finances - and find the confidence to make the bold decisions really required for building wealth. With advice from four financial experts, find out how culture is shaping your understanding of money - and get top tips on how to make better financial decisions today. Don't miss an episode - subscribe now: https://podfollow.com/1726157181 🎧 Stay tuned to learn about: ➡ Why women are more risk aware - and how that’s shaped from an early age ➡ How a woman’s approach to risk can become a strength in generating wealth ➡ Why it’s important to have “what if” questions about the future when it comes to money ➡ Why role models and mentors are so vital ➡ How improving financial confidence for women also benefits men Chapters (00:00) Intro - Finding confidence to make financial decisions (00:25) Why risk taking happens less for women (06:40) The ‘perfection’ gap (08:12) Does societal expectation impact a woman’s confidence? (09:53) Why the language we use is so important (15:06) Why women need to be in the room for money talks (17:43) The “what if” conversations that you need to have (19:33) The transformational impact of cash-flowing (21:28) How to get women more involved in money decisions (24:34) We need to get comfortable talking about money (28:15) The importance of mentoring and role models (31:33) Why you should just go for it - and be bold! (32:27) Why women don’t negotiate on their salaries (34:25) Diversity is not a compromise - it’s an asset (36:33) How to teach risk tolerance from an early age (40:03) Top tips for women and employers to increase financial confidence 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
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    49 分
  • PFP Podcast Presents - Inside Paraplanning - Ep4

    PFP Podcast Presents - Inside Paraplanning - Ep4
    2026/04/30
    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 got involved in Paraplanning ✅ The skills you need to succeed in the role ✅ The challenges they faced as a Paraplanner ✅ The opportunities that make a career as a Paraplanner so rewarding
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    34 分
  • Episode 104 - Kate Gannon, PFS Vice President

    Episode 104 - Kate Gannon, PFS Vice President
    2026/04/23
    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 financial planning profession and role with the PFS board as well as how the PFS is supporting its members, the key challenges facing financial planning today, and what’s ahead for the rest of 2026. Pathway to the Profession: https://www.thepfs.org/careers-in-personal-finance/pathway-to-the-profession/ The Festival of Financial Planning: https://www.pfsfestival2026.org/
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    27 分
  • Episode 103 - CII Group Strategic Plan Update 2026

    Episode 103 - CII Group Strategic Plan Update 2026
    2026/04/16
    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.
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    34 分
  • Episode 102 - Regional Matters: engaging at a local level

    Episode 102 - Regional Matters: engaging at a local level
    2026/04/09
    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 Champion for Greater Manchester, Lewys Richards, Chair and Professional Qualifications Officer for South Wales, and Natalie- Jayne Bush, New Professionals Officer and Professional Qualifications Officer for Isle of Man. Find your PFS Local Committee here: https://www.thepfs.org/membership/pfs-local-committees/ and explore the My Personal Finance Skills initiative here: https://mypersonalfinanceskills.org/
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    24 分
  • Episode 101 - Eddie Grant, PFS Board Member

    Episode 101 - Eddie Grant, PFS Board Member
    2026/03/26
    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) and as Disability Champion for Financial Services.
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    27 分
  • PFP Podcast Presents - Inside Paraplanning - Ep. 3

    PFP Podcast Presents - Inside Paraplanning - Ep. 3
    2026/03/19
    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.
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    28 分