Useful financial links


  • Financial Conduct Authority (FCA)
    They regulate firms and financial advisers
  • Chartered Insurance Institute (CII)
    The CII is the leading professional body for the global financial services profession
  • Personal Finance Society (PFS)
    Is the professional body for the financial planning community and part of the Chartered Insurance Institute
  • Money Advice Services (MAS)
    The Money Advice Service helps people manage their money directly through their own free and impartial advice service
  • The Pensions Advisory Service (TPAS)
    Are an independent voluntary organisation that is grant-aided by the Department for Work and Pensions (DWP) which is ultimately recouped from the General Levy raised on occupational and personal pension schemes by the Secretary of State for Work and Pensions. They give information and guidance to the public on pension matters, ie state, company, personal and stakeholder schemes.
  • Society of Later Life Advisors (SOLLA)
    The Society of Later Life Advisers is a not for profit organisation to help consumers, advisers and those who provide financial products and services to the later life market
  • Simpson Millar LLP
    Legal firm based in the UK with 13 offices throughout England and Wales.
  • Office of the Public Guardian
    The Office of the Public Guardian (OPG) implements the Mental Capacity Act 2005 by administering powers of attorney, supervising deputies who manage the affairs of others and investigating and acting on allegations of abuse by attorneys and deputies.
  • Age UK
    Formerly Age Concern and Help the Aged. Age UK provide information and advice for the elderly about benefits, care, age discrimination and computer courses.

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