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Championing the value of professional advice

We are the professional body for the financial planning profession in the UK. 

What we do

We are a professional body dedicated to building public trust in the insurance and financial planning profession. Our strapline Standards. Professionalism. Trust. embodies our commitment to driving confidence in the power of professional standards: competence, integrity and care for the customer.

We deliver that commitment through relevant learning, insightful leadership and an engaged membership. Our 125,000 members commit to high professional standards by maintaining continuing professional development and adhering to a published ethical code.

Our Royal Charter requires us to secure and justify the confidence of the public.

What we do

Learn about the services we offer to our members, corporates, future professionals and the public, and how we can help you.

Governance

Learn more about our structure, constitution and governance, including current Board members and our AGM.

Professional standards

We work to raise the profile of the professionalism of our members and ensure our own governance procedures conform to current best practice.

Initiatives

Find out about our current initiatives or ones we support, including PFS Power, Financial Vulnerability Taskforce and the Pension Transfer Gold Standard.