PFS Festival Radio
51 episodes - English - Latest episode: over 6 years ago -Festival Radio is the exciting new way to interact with speakers, sponsors and other delegates at the Festival of Financial Planning. Hosted by Informed Choice Radio’s Martin Bamford, Festival Radio features podcast episodes capturing the best of the Festival, including interviews with headline speakers, partners and exhibitors.
Visitors to the Festival can listen to Festival Radio through their favourite podcast player, including Apple Podcasts and Overcast. You can also hear the very latest from Festival Radio right here! Each week, there will be a new podcast to enjoy as we build up to the Festival; so stay tuned in and discover what’s in store for the 7th & 8th November. With the Festival of Financial Planning offering delegates the widest choice ever, Festival Radio is a great way to hear the best inspiration and knowledge from the event.
During the Festival itself, you can also tune in to listen to Festival Radio Internet Radio. Featuring the latest news, content from the Festival, exclusive podcast episodes and music, Festival Radio is the perfect way to catch up with anything you might have missed.
You can subscribe to the Festival Radio podcasts from Tuesday 22nd August 2017. PFS Festival Radio will stream live from midday on Monday 6th November, and then from 8am to 8pm on Tuesday 7th and Wednesday 8th November, during the Festival of Financial Planning itself.
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Episodes
Paul Hogg, Financial Express
November 08, 2017 15:16 - 2 minutes - 4.33 MBMartin speaks Paul Hogg, from exhibitor and sponsor Financial Express.
Sir Vince Cable
November 08, 2017 14:56 - 3 minutes - 6.99 MBMartin talks to Sir Vince Cable, leader of the Liberal Democrats about progress of the Brexit negotiations to date and whether it's too late now to stop Brexit.
Paul Armson
November 08, 2017 14:41 - 4 minutes - 7.34 MBMartin speaks to Paul Armson from Inspiring Advisers.
Kate Gannon, Manning & Co
November 08, 2017 14:19 - 2 minutes - 4.09 MBMartin talks to Kate Gannon from Manning & Co about her lightbulb moment, the inspiration and drive to become Chartered Financial Planner of the Year. Kate works for Manning and Co in the South West where she heads up the Cornwall Office. She has been in the financial services profession since leaving school, starting in Banking and moving into Financial Advice as a Mortgage Advisor and then Financial Planner in the mid 1990’s. She lives in Cornwall with her Husband, two children and Great D...
Hayley Tink, Almary Green
November 08, 2017 13:46 - 4 minutes - 7.99 MBMartin talks to Hayley Tink from Almary Green about the role our behaviour plays in making financial decisions and being a money coach. Hayley has been an adviser with Almary Green since 2009 and started her financial advising career in 2004. Hayley is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest possible level of qualification for a financial adviser. She has won several awards for her examination achievements. She is a member of the Society for La...
Jason Butler
November 08, 2017 13:37 - 4 minutes - 7.87 MBMartin chats to Jason Butler about his book Squeezing the Orange and his new book, published at the end of this year, Money Moments.
George Kinder
November 08, 2017 12:46 - 3 minutes - 6.99 MBMartin talks to George Kinder about life planning and why it has become so popular in the UK. Kinder is a Harvard educated financial planner, philosopher, mindfulness teacher, author, and the founder of the Kinder Institute of Life Planning; an organization that has trained over 3000 professionals in 30 countries in what is considered the gold standard for adviser-client relationship skills. Among his six books, three are on money: The Seven Stages of Money Maturity, Lighting the Torch, and ...
Martin Clubbs, Old Mutual Wealth
November 08, 2017 12:24 - 2 minutes - 5.42 MBMartin Clubbs from Old Mutual Wealth talks to Martin for Festival Radio about the investment challenge surrounding DB pension transfers. Martin is a Pension Specialist with over 20 years market experience. He has worked closely with advisers in both the corporate and individual pensions market supporting them through the ever changing pensions landscape. Currently he is involved heavily in the DB to DC market helping advisers with the opportunities and challenges this area of work creates. O...
Chris Davies, Engage Insight
November 08, 2017 12:08 - 5 minutes - 9.79 MBChris Davies from Engage Insight talks to Martin about the launch of their new RegTech platform, Model Office.
David Geale, FCA
November 08, 2017 11:58 - 3 minutes - 7.23 MBDavid Geale from the Financial Conduct Authority talks to Martin for Festival Radio about FAMA and how Financial Planners can provide feedback to the FCA. Clinton is a Director of Citywide Financial Partners, based in Surrey. The firm was established in 2004 and specialises in providing financial advice to high net worth individuals and their families. He believes that this is an important time for advisers and he is keen to ensure that there is a successful and vibrant independent sector ca...
Julie Lord, Magenta Financial Planning
November 08, 2017 11:21 - 3 minutes - 6.84 MBMartin talks to Julie Lord from Magenta Financial Planning about the ticking pension freedoms time bomb and the importance of cash flow planning. Julie Lord is a very successful, fee-based Financial Planner, an enthusiastic user of Prestwood financial planning software for the past 23 years, and is currently on the board at Prestwood as Director. In addition, Julie has been a much sought after speaker at financial planning conferences around the world and her seminars, which are designed to ...
The Grim Reaper
November 08, 2017 11:05 - 1 minute - 2.8 MBMartin chats to The Grim Reaper for Festival Radio at the PFS Festival of Financial Planning.
Richard Mullender
November 08, 2017 10:50 - 6 minutes - 11.7 MBWhat does hostage negotiation have in common with financial planning? Martin talks to former hostage negotiator Richard Mullender. After a 25-year career working in the London Metropolitan Police as a detective investigating serious crimes, Richard Mullender moved into hostage negotiation. He quickly worked his way up to become Lead Trainer at Scotland Yard’s world-renowned National Crisis and Negotiation Unit. As a hostage negotiator, Richard built his career on elite listening techniques. ...
Miranda Seath, Platforum
November 08, 2017 10:49 - 3 minutes - 7.24 MBMartin talks to Miranda Seath from Platforum. Miranda Seath is Head of Intermediary Research at Platforum where she focuses on adviser platforms, UK fund distribution and workplace savings. She has a particular interest in the evolution of financial advice and the impact of policy, regulation and market developments on the distribution of retail funds and investments in the UK. Before joining Platforum, she was Head of Marketing Communications at Marketforce Business Media. Miranda read Anci...
Chris Budd, Ovation Finance
November 08, 2017 10:13 - 3 minutes - 6.98 MBChris Budd from Ovation Finance talks to Martin about coaching skills for advisers and a useful exercise in listening. Chris Budd is the owner and MD of Ovation Finance, a fee-based financial planning practice. He is a qualified business coach (Ad.Dip in Coaching & Mentoring, European Mentoring & Coaching Council). He also writes books, including one on Financial Planning and two novels. He’s a regular speaker at conferences, both at financial services events on Ovation’s coaching, then plan...
Tessa Lee, Moneyinfo
November 08, 2017 09:56 - 1 minute - 3.38 MBMC Tess Lee from Moneyinfo joins Martin on day two of Festival Radio to share her fintech rap.
Cosmic Sausages
November 08, 2017 09:45 - 5 minutes - 9.8 MBOn day two of the Festival of Financial Planning, Cosmic Sausages join Martin in the Festival Radio booth to perform a couple of songs.
Danby Bloch, Platforum
November 08, 2017 09:06 - 4 minutes - 7.42 MBOn day two of the Festival of Financial Planning, Martin talks to Danby Bloch from Platforum about some winning strategies for financial planners, including the impact of MiFIDII on fee disclosure. Danby is a consultant to Platforum and chairman of Helm Godfrey a City-based firm of independent financial advisers and employee benefit consultants. He was the founder and editorial director of Taxbriefs the specialist publishing company and was a non-executive director of Nucleus Financial Group...
Alistair Cunningham, Wingate Financial Planning
November 07, 2017 18:49 - 6 minutes - 11.7 MBMartin talks to Alistair Cunningham from Wingate Financial Planning about the defined benefit pension transfer market and how to mitigate some of the risks when giving advice. Specialising in advice for owner managed businesses, Alistair was one of the first Financial Planners to be awarded the prestigious Chartered Financial Planner status. He is also a Fellow of the Personal Finance society, a rarer accolade still. In addition to having achieved the pinnacle of Financial Planning qualifica...
Abbie Knight, A Business Innovation
November 07, 2017 17:19 - 2 minutes - 5.28 MBMartin talks to Abbie Knight from A Business Innovation about creating a client advisory board and rethinking your definition of high net worth clients. Abbie Knight (née Tanner) is the Head of Digital for the Embark Group, Director of DISCUS and founder of A Business Innovation, a sector specialist marketing firm for financial advisers. She is incredibly passionate about helping financial planners to grow their business through strategic, targeted marketing. She draws on more than 18 years'...
Paul Read, Eveleigh & Read
November 07, 2017 17:00 - 7 minutes - 14.3 MBMartin talks to Paul Read, head tailor at Eveleigh & Read, about bespoke tailoring and the importance of a first impression.
Ian Beestin, Money Alive
November 07, 2017 16:37 - 6 minutes - 11.9 MBMartin talks to Ian Beestin, CMO of Money Alive, about their new final salary portal for advisers.
Sir Steve Webb, Royal London
November 07, 2017 15:45 - 3 minutes - 7.04 MBFormer pensions minister Sir Steve Webb of Royal London talks to Martin about pension freedoms and some of the issues surrounding defined benefit pension transfers. Steve Webb was Minister of State for Pensions between 2010 and 2015, the longest-serving holder of the post. During that time he implemented major reforms to the state pension system, oversaw the successful introduction of automatic enrolment and played a key role in the new pension freedoms implemented in April 2015. Steve was a...
Martin Coyle, Aegon
November 07, 2017 14:57 - 3 minutes - 6.51 MBMartin Coyle from Aegon talks to Martin about legacy assets moving to platforms. Martin has been in financial services since 1991. His career began with MLC which later became the wealth management arm of National Australia Bank. He sought pastures new arriving in the UK in 2005 where has held consultancy and business development positions with Prudential and AXA Wealth before joining Aegon UK as Head of Platform Sales. More recently becoming Director- Business Development he is responsible f...
Jan Bowen - Nielsen, Quiver
November 07, 2017 14:49 - 4 minutes - 7.56 MBMartin chats to Jan Bowen-Nielsen from Quiver Training about coaching skills and how Financial Planners can use these to improve client rapport and relationships. Jan is the founder of Quiver Management Ltd, a European quality award winning executive coaching and leadership training company specialising in coaching and development of senior executives, business owners and advisers. Quiver Management’s team of 17 coaches and trainers, provide internationally recognised coaching, mentoring and...
Neil Bage, Be - IQ
November 07, 2017 14:36 - 4 minutes - 7.61 MBNeil Bage from Be-IQ speaks to Martin for Festival Radio about risk profiler questionnaires, their limitations and a better approach. Neil is the Founder of multi-award winning Be-IQ. Working with leading Academics, Be-IQ is an entirely new model and approach to understanding a client’s risk personality, their financial capability, and their financial decision making. Neil works closely with some of the most influential financial brands in the world, and regularly features as a keynote speak...
Greg Davies, Centapse
November 07, 2017 14:28 - 4 minutes - 9.14 MBMartin talks to Greg Davies from Centapse about human behaviour and how it can apply to Financial Planning. Greg is a globally recognised expert in applied decision science, behavioural finance, and financial wellbeing – turning academic insight into practical solutions. Greg started, and for a decade built and led, the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays. He was the architect of Barclays’ behavioural profiling tools and holistic We...
Ian McKenna, F&TRC
November 07, 2017 13:57 - 10 minutes - 19.1 MBMartin talks to Ian McKenna about the Fintech Startup Cafe at the Festival of Financial Planning. A Financial Technology Evangelist, Futurologist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives. Ian believes there has never been a more exciting time to work in the personal finance market and that emerging technology can help advisers and other financial services businesses make a real difference t...
Abraham Okusanya, FinalytiQ
November 07, 2017 13:26 - 4 minutes - 7.89 MBFresh off the stage after his conference speech about the science of retirement income, Martin chats to Abraham Okusanya from FinalytiQ. Abraham is the principal at FinalytiQ, a research firm specialising in investment propositions, pensions and platforms. He sits on the investment committees of several financial planning firms, and he’s frequently sought by asset managers, pension and platform providers looking to build products and propositions that are fit for purpose. @AbrahamOnMoney
Natalie Holt, Nucleus
November 07, 2017 13:22 - 2 minutes - 4.58 MBNatalie Holt from Nucleus Illuminate talks to Martin for Festival Radio. Natalie is the content editor for Illuminate, which aims to provide advisers with interesting articles and insight to help run and grow their businesses. Previously editor of Money Marketing, she started out in financial services journalism writing about mortgages in the depths of the financial crisis, and since then has covered a wide range of adviser and industry issues.
Sharon Sutton, Personal Finance Society
November 07, 2017 12:46 - 3 minutes - 5.67 MBSharon Sutton, new President of the Personal Finance Society, chats to Martin about her role and the vision for Financial Planning in the UK. Sharon is Managing Director of Thornton Chartered Financial Planners and is from the Isle of Man where she was the first Chartered Financial Planner. She believes in educating people to take control of their lives through financial planning so they can achieve their dreams and don't run out of money. She achieved Fellowship of the Personal Finance Soci...
Baroness Ros Altmann
November 07, 2017 12:32 - 9 minutes - 16.7 MBMartin chats to Baroness Ros Altmann about pension freedom progress, pension scams and the plight of 1950s born women having to wait longer for their State pension. Ros Altmann is an expert on later life issues – particularly pensions and retirement policy, investment, savings, annuities and social care funding. She is an economist by training and worked in fund management in the City for many years. She has advised Governments, regulators, industry bodies, corporates, finance firms, trustee...
Jeremy Squibb, Serenity Financial Planning
November 07, 2017 11:57 - 2 minutes - 5.46 MBJeremy is Head of Life Planning for Serenity Financial Planning – the UK’s largest Financial Life Planning firm. Originally from a banking background, after becoming an Independent Financial Adviser in 2004, and seven years later, he experienced an life changing moment at the PFS Conference in 2011, when he was so inspired by talks from Tina Weeks, David Scarlett and Jim Lawless to make major changes to both his life and the way he worked with his clients. In 2012, Jeremy attained Registered ...
Pete Matthew, Meaningful Money
November 07, 2017 11:47 - 2 minutes - 5.49 MBMartin chats to Pete Matthew from Meaningful Money about building client trust before you've even met them! Pete Matthew is a Chartered and Certified Financial Planner, and Managing Director of Jacksons Wealth Management in Penzance. He started MeaningfulMoney.tv as a hobby in 2010, and has since created over 300 videos and over 200 podcast episodes. The podcast is a top ten UK business podcast, and is downloaded 50,000 times each month. MeaningfulMoney is now a major source of new business ...
Darren Cooke, Red Circle Financial Planning
November 07, 2017 11:19 - 4 minutes - 8.96 MBDarren Cooke from Red Circle Financial Planning talks to Nick about progress being made with the pension cold calling ban. Darren is Director at Red Circle Financial Planning and has a large breadth of experience in the financial sector. He has worked with a great variety of different businesses and individuals spanning a wide variety of industry sectors and personal circumstances over the last 20 years. Darren’s approach allows him to deliver the highest quality of holistic advice and f...
Jan Holt, Just
November 07, 2017 10:48 - 2 minutes - 5.22 MBJan Holt, business development manager at Just, chats to Martin about the Dementia Friends information sessions visitors to a Festival of Financial Planning can attend.
Mark Hutchinson, CII
November 07, 2017 10:36 - 3 minutes - 7.14 MBMark Hutchinson from the Chartered Insurance Institute joins Martin on Festival Radio to talk about coming up with the concept for a Festival of Financial Planning.
Chris Baigent-Reed, Jigsaw Tree
November 07, 2017 10:06 - 3 minutes - 6.38 MBChris Baigent-Reed from Jigsaw Tree chats with Martin Bamford for Festival Radio. Jigsaw Tree works with adviser businesses to help them enhance the delivery of their client propositions & technology providers to strengthen adoption of their solutions. @JigsawTree
PFS Festival Radio 012 - Ian McKenna
October 31, 2017 10:58 - 12 minutes - 14.7 MBToday on PFS Festival Radio, I'm joined by Ian McKenna. A Financial Technology Evangelist, Futurologist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives. Ian believes there has never been a more exciting time to work in the personal finance market and that emerging technology can help advisers and other financial services businesses make a real difference to their clients financial health. After ...
PFS Festival Radio 011 - Sebastian Maciocia, Winton Group
October 25, 2017 16:35 - 3 minutes - 3.95 MBToday on PFS Festival Radio, I'm joined by Sebastian Maciocia, Client Advisory at Winton Group, a Silver Partner at the Festival of Financial Planning. Winton is a global investment management firm. Founded in 1997, they combine the rigour of the scientific method with advanced investment technology to invest in financial markets. Today Winton advise on over $30bn of assets for many of the world’s largest pension funds, sovereign wealth funds, banks and fund platforms. Their programs includ...
PFS Festival Radio 010 - Martin Lines, Just
October 17, 2017 15:21 - 5 minutes - 6.8 MBToday on PFS Festival Radio, I'm joined by Martin Lines from Just, Gold Partner at the Festival of Financial Planning. Just is the exciting new brand for Partnership and Just Retirement. It represents the specialist knowledge and expertise of both award-winning businesses, and the passion, purpose and vision of the new stronger organisation. Find out more about Just - http://www.justadviser.com/ Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 009 - Royston Guest
October 10, 2017 15:03 - 6 minutes - 7.63 MBToday on PFS Festival Radio, I'm joined by Royston Guest, one of the Headline Speakers at the Festival of Financial Planning. Royston will be sharing his break through insights on why ALL businesses need to think like a day 1 business to not only survive but thrive. Find out more about Royston - https://www.roystonguest.com/ Follow Roston on Twitter - https://twitter.com/Royston_Guest Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 008 - Julie Lord
October 03, 2017 10:05 - 5 minutes - 5.83 MBToday on PFS Festival Radio, I'm joined by Julie Lord, a Certified Financial Planner, a Chartered Financial Planner and a Chartered Wealth Manager at Magenta Financial Planning. Find out more about Julie - https://magentafp.com/about-us/ Follow Julie on Twitter - https://twitter.com/julielordcfp Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 007 - Phil Billingham
September 26, 2017 08:33 - 7 minutes - 8.89 MBToday on PFS Festival Radio, I'm joined by Phil Billingham, Chartered Financial Planner at Perceptive Planning, to talk about Financial Planning from an international perspective. Find out more about Phil - perceptiveplanning.co.uk/about-us/meet-the-team/ Follow Phil on Twitter - twitter.com/philbillingham Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 006 - Sharon Sutton
September 19, 2017 10:09 - 6 minutes - 7.03 MBToday on PFS Festival Radio, I'm joined by Sharon Sutton, managing director of Thornton and incoming President of the Personal Finance Society. Find out more about Sharon - https://www.thorntonfs.com/sharon-sutton/ Follow Sharon on Twitter - https://twitter.com/sharonsutton99/ Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 005 - BlackRock & Embark
September 12, 2017 16:37 - 5 minutes - 6.17 MBToday on PFS Festival Radio, I'm joined by some gold sponsors - Pollyanna Harper from BlackRock and Mark Hopcroft from Embark. We find out why they chose to sponsor the PFS Festival of Financial Planning, what visitors to the Festival can expect to see from BlackRock and Embark, their speaking slots, and marketing to tomorrow's high net worth clients. Find out more about BlackRock - https://www.blackrock.com/uk/ Find out more about Embark - https://www.embarkgroup.co.uk/ Find out more at w...
PFS Festival Radio 004 - Alistair Cunningham
September 05, 2017 10:06 - 6 minutes - 7.15 MBAlistair Cunningham from Wingate Financial Planning joins Martin on Festival Radio today to talk about all things pension transfers and his session at the Festival of Financial Planning. Wingate Financial Planning: http://wingatefp.com/team-member/alistair-cunningham/ Follow Alistair on Twitter: https://twitter.com/cunningham_uk Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 003 - Hayley Tink
August 29, 2017 15:26 - 3 minutes - 3.82 MBHayley Tink from Almary Green joins Martin on Festival Radio today to talk about their graduate programme, the educational area at the PFS Festival of Financial Planning and the first album she bought. Almary Green: http://www.almarygreen.com/meet-the-team/hayley-tink-fpfs Follow Hayley on Twitter: https://twitter.com/hayley_tink Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 002 - Pete Matthew
August 22, 2017 08:57 - 7 minutes - 8.29 MBPete Matthew, financial planner and creator of the Meaningful Money podcast, joins Martin on Festival Radio today to talk about how he got started as a prolific content creator, what visitors to The Festival of Financial Planning can expect from his session, and the first single he bought. Meaningful Money: https://meaningfulmoney.tv/ Follow Pete on Twitter: https://twitter.com/petematthew Find out more at www.pfsfestival.org/explore/festival-radio.
PFS Festival Radio 001 - Keith Richards
August 22, 2017 08:51 - 5 minutes - 5.9 MBKeith Richards, chief executive of the Personal Finance Society, joins Martin on Festival Radio today to talk about his priorities at the PFS, what inspired the idea behind The Festival of Financial Planning, and what he's most looking forward to at The Festival. Find out more at www.pfsfestival.org/explore/festival-radio.