The PFP Podcast

Hosted by Personal Finance Society

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118

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Aug 2026

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About the show

Podcast by Personal Finance Society

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September 10, 202632 min

"Fostering an environment for good listening"- PFS POWER Podcast Ep.6

In this episode, we're looking beyond technical expertise to explore the human skills that define great financial advisers with Jay Dhaliwal and Michael Hawthorn. From listening with intent to showing genuine empathy, to communicating with clarity and building trust. Over time, we'll discuss how these qualities shape stronger client relationships and better outcomes. Whether you're new to advice or an experienced professional, there's something here to reflect on and hopefully take into your own conversations. For more PFS POWER content visit: https://pfspower.org/

August 27, 202626 min

"The greatest tool a financial planner has is listening" - PFS POWER Podcast Ep.5

On this week's PFS POWER podcast, we ask Rosa Nash and Kate Gannon if technology can enhance the human side of financial planning. They discuss the tools that they use to allow them to focus on better serving their clients, and the current pitfalls of relying on AI to give advice. Find more podcasts, webinars and articles on the PFS POWER website: https://pfspower.org/

August 20, 202638 min

"The more you know, the more you realise you don’t know" - PFS POWER Podcast Ep.4

In this episode of the PFS POWER Podcast series, Chris Shadforth speaks with panel members Adam Field and Rosa Nash about growing as an adviser. They talk about their entry into financial planning, share some tips on becoming a better adviser, and the correct order of cream and jam on a scone. You can find out more about PFS POWER, including webinars and articles here: https://pfspower.org/

August 13, 202630 min

"We give people the tools to make better decisions" - PFS POWER Podcast Ep.3

Why is financial planning more important now than ever? Hannah Bradley discusses this with Chartered financial planner and PFS Vice President Kate Gannon and financial planner Adam Field. As part of the conversation a reoccurring message of reassurance underlines a lot of the work financial planners do when answering client queries; will I be ok? Is everything ok? Is it ok for me to buy this? Find more resources on the PFS POWER website here: https://pfspower.org/

August 6, 202643 min

Financial planning is about creating a legacy - PFS POWER Podcast Ep.2

In the second episode of this series of the PFS POWER Podcast, Chris Shadforth discusses client conundrums with POWER Panel members Jay Dhaliwal and Sam Paterson. In the conversation they cover how it can be important to bring in the whole family to certain meetings, ensuring they are all on the same page, and how to support beneficiaries when the inevitable happens. For more resources and webinars visit the POWER website: https://pfspower.org/

July 30, 202622 min

Helping people develop and progress the soft side of financial planning - PFS POWER podcast Ep.1

In the first episode of the new series of the PFS POWER Podcast, Guy Skinner and Sean Banks join Christopher Shadforth for a deep dive into what PFS POWER is, what the panel does and how the content can supplement the technical learning provided by qualifications. Visit the POWER website for more: https://pfspower.org/

July 16, 202645 min

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/

July 10, 202651 min

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/

June 30, 202629 min

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

June 18, 202621 min

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