ICAEW.com works better with JavaScript enabled.

Personal Financial Planning Regulation

Resources relating to Personal Financial Planning regulation.

Welcome to your PFP Community Newsletter

With nearly 10,000 members the PFP Community has rapidly grown to become the largest of ICAEW’s 24 Connected Communities.

Buy to Let is dead! Long live Buy to Let!

All categories of residential landlords have been affected by the impact of recent tax changes, lending restrictions and tighter lending regulations.

LPAs – Do you really need one?

Making an LPA means that you are giving someone else authority to make decisions for you in relation to your finances or your future health and care. So, why should you do this?

Adviser Support from Prudential

The Prudential’s adviser website offers update on technical issues, numerous articles, anda number of recorded webinars.

Are you financially compatible?

Fidelity’s Emma-Lou Montgomery provides some useful tips on how couples can handle their finances harmoniously.

Brexit: Retiring to France

Jason Porter writes about what to look out for those planning to retire to France in a shifing regulatory context.

Regulation deconstructed

The guide explains how the FCA regulates financial & investment advisers, including an explanation of the differences between Independent and Restricted financial advice firms.

A round-up of the 2019 Autumn budget from PruAdviser

The Government's plan is to build a stronger, more prosperous economy, building on the recent Spring Statement and last year’s Budget. Prudential’s Technical Managers have analysed the Budget and summarised what it means for you.

Showing 10 of 20 items