File Share | Planning My Life

top of page

Welcome
About
Services
Shop
Groups
Members
Planner's Hub
File Share
Forum
Blog
More

Use tab to navigate through the menu items.

Files & Folders

Item name

Last updated

Views

Favorites

Contributors

Subscription Files3 items

can access

Sep 25, 2023

7

0

S

Item
FAQ1 item

can access

Aug 17, 2023

1

0

S

Item

Planning My Life provides "educational financial services" and operates as a trading style under The Academy of Life Planning Limited, a company registered with Companies House in England & Wales, bearing the registration number 8016568. The Academy of Life Planning is not obligated to be regulated by the Financial Conduct Authority (FCA) and does not hold FCA registration to provide regulated financial advice.

We offer educational financial services, which, according to the FCA Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000, does not require regulation unless presented in the context of product distribution. These educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014. We are overseen by the Competition and Markets Authority, as are all non-FCA-regulated financial services firms. Clients of Planning My Life are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions, please feel free to contact us.

© 2023 by The Academy of Life Planning Limited. Powered and secured by Wix

bottom of page