Our Member Awards showcase excellence in professional financial planning. Recognising the invaluable services offered to individuals, families and firms, these awards celebrate the fantastic work delivered by advisers, paraplanners and their support teams, to provide clients with the confidence and… Read More »Personal Finance Awards 2021/22: The Winners
Browse our on-demand resources below to find the one that could make a difference to you. Find out more.
The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector whose ultimate purpose is to promote greater UNDERSTANDING, encourage appropriate BEHAVIOURS and establish GOOD PRACTICE in respect of consumer vulnerability. It will act as… Read More »Financial Vulnerability Taskforce
Connect is a digital mentoring platform which allows members to connect with one another based on specific skills and criteria. It also provides practical support to financial planning professionals at all levels of their career, with a focus on soft… Read More »Connect e-mentoring