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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