Powering professional standards

Updates on coronavirus (COVID-19)

Join us

Standards. Professionalism. Trust.

Become a member

Qualifications

Progress through professional development.

Study with us

Learning content hub

Good practice guides, audiovisual, lectures and more.

Latest content

Find out what we do

For our members

For future professionals

For corporates

For the public

Latest articles

01 March 2021

Added Value Benefits – everything you need to know

This weeks’ Everything you need to know takes a detailed look at the added value benefits that providers offer.

25 February 2021

The Importance of Culture

By: Tommy Watson, Client Manager, Paradigm Norton Financial Planning Limited

24 February 2021

Will planning and pilot trusts

This month we conclude our series on will planning to mitigate tax and avoid post-death disputes. As promised last month we will now consider the use of the so-called "pilot trusts" and the anti-avoidance rules on same-day additions to existing trusts.

23 February 2021

Backstage with Keith Richards – 23 February

Call to action for all members…sign up to the Financial Vulnerability Charter!

Read more