Join the Personal Financial Planning Community
The Personal Financial Community is a 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.
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:
- Fundamentals of investment management
- The Future Practitioner - Probate Workshop: Making the most of the opportunity
- On-demand webinar: Pensions Technical: Freedom & Choice in Pensions Deconstructed
- Too poor to retire – will the next generation be able to retire?
- Providing for your retirement: buy –to-let property or pension