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Personal Financial Planning Community

The Personal Financial Community is a free resource for anyone with an interest in personal financial planning. It provides technical information and insight on regulation, investments, pensions, probate, tax and estate planning and practice development to help anyone with an interest in the sector keep up-to-date and develop their business.

Important information - please read

We’re sorry – we are undergoing some system changes which means you are unable to join this Community until 1 November 2018. Please email communities@icaew.com and we will be more than happy to email you when you can apply for membership. Otherwise please revisit this page on 1 November.

 

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Join the Community to stay up-to-date and help develop your business

  • Free access to members of ICAEW and other financial planning & investment professionals
  • Information on regulations
  • Information on investment
  • Information on pensions
  • Practice development
  • The latest on probate

Example content

Regulation

Pensions

Investments

Probate

Practice Development

Community events

Members of the Personal Financial Planning Community can attend a number of relevant events, including:

Hot topics