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Personal Finance Professional magazine
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The Spring Budget 2024
14th March 2024
In this episode of the podcast, we are discussing the recent Spring Budget and the implications for the insurance and personal finance professions.
We are joined by Dr Matt Connell, Director of Policy and Public Affairs for the CII Group.
You can read our response to the budget here.
You can find the EDI report the CII contributed to here.
Inspire Inclusion
7th March 2024
In this episode of the podcast, we are discussing how to inspire inclusion in the insurance and personal finance professions.
We are joined by Shani Clark, CEO at de Carteret Wealth Ltd, and Dr Vina Theodorakopoulou, Supervisory Board Member & Individual Member Lead at GAIN – the Group for Autism, Insurance and Neurodiversity.
You can register for our webinar on this topic here.
Sustainable Finance Knowledge Gap
29th February 2024
In this episode of the podcast, we are discussing the Sustainable Finance Knowledge Gap
We are joined by Lee Coates OBE, Director at ESG Accord, Rebecca Kowalski, Director at Overstory Finance, and Ian Simons, Content & Capabilities Director for the CII. All of whom are members of the PFS Sustainable Finance Panel.
You can find more resources on the PFS Sustainable Finance Hub.