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We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.
Learn about the services we offer to our members, corporates, future professionals and the public, and how we can help you.
Learn more about our structure, constitution and governance, including current Board members and our AGM.
We work to raise the profile of the professionalism of our members and ensure our own governance procedures conform to current best practice.
Find out about our current initiatives or ones we support, including PFS Power, Financial Vulnerability Taskforce and the Pension Transfer Gold Standard.
Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.