BS 8577

 Increase your efficiency and  operational processes with BS 8577

Put operational best practice  at the heart of your business!


BS 8577, Framework for the provision of financial advice and planning services, is the only best practice standard for financial advice and planning firms. It was developed by leading industry, consumer and professional experts along with the British Standards Institution (BSI).


This long-awaited professional benchmark sets out a framework which establishes best practice and processes for implementing an effective  operational management system, both standalone and to support adherence to ISO 22222 Personal financial planning – requirements for personal financial planners.


The standard covers the entire operational framework of your firm, including the business-critical elements of information security, client confidentiality, business continuity, continual improvement, recruitment, training and development.


A professional benchmark of best practice


Adherence to BS 8577 will undoubtedly differentiate you from your professional peers and put you in a position of strength with your clients and your team. Benefits include:


  • Increased teamwork throughout the business
  • Recognition from the consumer group Which?
  • Recognition that your management policies and procedures are robust and embedded throughout your business, while promoting and demonstrating a client-centred culture
  • Assurance of quality and ongoing continual improvement
  • The ability to demonstrate conformity through independent third-party certification, providing assurance that your business is organised around a robust operational management ‘best practice’ framework


To join the unique group of BS 8577 certified businesses, please contact us for further information.


Want to stand out from the crowd?

Click here today to find out more about how certification to  BS 8577  can benefit you.


“It’s my view that achieving BS 8577 has moved the business from brilliant to bulletproof!” 

Huw Jones, Proposito Financial Planning


“If you want to enhance your business and your client’s experience then Standards International is the company that can inspire you to get there!”

Sue Tucker, Hampshire Hill


“If you want your business to be the best it can be,  go through this assessment. It’s   a demonstration of professionalism.”

Iain Mackie, Fraser Wealth Management