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Notice of maintenance:
The RevisionMate website is undergoing an essential update between 11:00 on 20 January 2026 [UK time] and 17:00 on 21 January 2026 [UK time]. We apologise for any inconvenience caused.

For the public

The Personal Finance Society (part of the Chartered Insurance Institute Group) are the leading UK professional body for financial planners and those in related roles. Both the Personal Finance Society and Chartered Insurance Industry are focused on engendering public confidence and trust in the personal finance profession by setting standards and increasing professionalism.