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Acreditationsadmin2026-07-22T10:35:39+01:00

Consumer Duty Alliance

Introducing the Consumer Duty Alliance

The Consumer Duty Alliance is a not for-profit, independent membership body. Its purpose is to inspire greater confidence and trust in financial advice and financial planning by supporting the delivery of consistently good outcomes so firms are seen alongside other professional services as a ‘safe pair of hands’.

Benefit of Using An Alliance Member

Alliance Members are committed to an independent Code of Professional Standards stating how they will always seek to deliver good outcomes from the advice they give, in addition to any specific commitments they make as a firm.

Personal Finance Society – What does it mean to be a Qualified Member?

The Personal Finance Society are the professional body for the financial planning profession in the UK and are committed to its purpose of building public trust in the profession.

At Richard Jacobs Pensions we pride ourselves on our commitment to professional standards and being a qualified member of the Personal Finance Society demonstrates our passion and commitment to our business and our clients.

Learn more about the Personal Finance Society

What does Chartered Financial Planners mean?

Our Chartered status allows us to demonstrate our professional commitment to raising standards of knowledge and technical competency. It tells our customers that they can expect the highest quality of service.

Find out more about the Chartered Insurance Institute

We are Cyber Essentials Certified – but what does that mean?

Cyber Essentials is a Government backed scheme which helps to guard against cyber threats and lets businesses demonstrate their commitment to keeping their businesses secure.

At Richard Jacobs Pensions we take cyber security very seriously and take measures to protect ourselves at all times from cyber threats.

We are proud to say that our business is Cyber Essentials Certified and are committed to keeping our business safe and secure.

Find out more


A Woman’s Wealth Alliance Career Guide

Get in touch
01782 557800

Pensions | Investments | Corporate Services | Life Insurance

Our Address

13 Brindley Court, Dalewood Road, Lymedale Business Park, Newcastle under Lyme, Staffordshire. ST5 9QA

In the event of a complaint please contact Kate Barnard in the first instance, via email, telephone or in writing. If we cannot resolve the matter you can contact:

The Financial Ombudsman Service
Exchange Tower
Harbour Exchange
London
E14 9SR

On line : https://www.financial-ombudsman.org.uk/

Tel : 08000234567

©2026 • Richard Jacobs Pension & Trustee Services Ltd • All Rights Reserved

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