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



UK SIF exists to bring together the UK’s sustainable finance 

and investment community to support members to 

expand, enhance and promote this key sector.


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