Retired Membership, Financial Assistance or Career Break Application

Retired Membership, Financial Assistance or Career Break Application
If you are unsure about any aspect of the application process, please contact Membership Services by email membership@libf.ac.uk or call on + 44 (0)1227 818609 and we will be pleased to help you

Your Details
LIBF Number (if known)
LIBF Number
Title
Name*

First NameMiddle NameLast Name
Previous Name
Please tell us any previous name you have used that would help us link this application to any other records we may hold for you
Date of Birth*

DayMonthYear
*A date of birth is compulsory to activate your online account.
Gender*

MaleFemaleOther (e.g. Non- Binary)Prefer not to say

Contact Details
Email*
Preferred phone number
Please enter a valid phone number
Mobile Number if different from above
Please enter a valid mobile number

Address and Employment Details
Job Title (if applicable)
Employer/business name
Address*

Building name/number/street name

Address Line 2

Town/CityCounty/State / Province

Postal / Zip CodeCountry

Please choose from the options below
Retired Membership RatesFinancial AssistanceCareer Break

Career Break
Career Break Start Date

MonthDayYear
Date
Please explain briefly your reason for applying for career break

Contact Details of your Employer
We may contact your employer for verification of your career break
Name of contact

First NameLast Name
Position Held in Company
Email of contact
example@example.com
Phone number contact

Retired Membership Rates
Retired members need pay only half the current annual subscription to LIBF. The reduced subscription has been introduced to help retired members stay in touch with us by continuing to receive copies of Financial World, taking part in Professional Network activities and using other member facilities such as Knowledgebank. Retired members are entitled to all benefits of membership.
I confirm that I have retired from employment and am receiving a pension with effect from:

MonthDayYear
Date

Financial Assistance
Financial assistance application form for Chartered, Fellow and Associate members
Guidance Notes
- LIBF is able to assist members who are experiencing genuine financial difficulty in maintaining their annual subscriptions.
- It may be necessary to provide proof. LIBF is not responsible for any charges incurred by members in providing substantiating documents eg medical certificates.
- Any arrangements are for the subscription period in which the application is made only and are at the discretion of LIBF. (The membership subscription period is 1 January to 31 December).
- Redundancy: LIBF is prepared to consider applications from Members who are experiencing financial difficulties and who are actively seeking employment. Membership will be maintained for a maximum of two years only but special circumstances will be considered. Any arrangements must be renewed annually.
- Ill Health: Consideration can only be given when the members will be hospitalised, or unable to return to work for a period of six months or more.
a. An up-to-date medical certificate or doctor’s letter must be provided, indicating as far as possible how long the member will be away from work.

b. Any arrangements must be renewed annually and be supported by a medical certificate.

c. Subscriptions can be reduced or waived for up to two years and in cases of long-term illness members may be offered the Retired Members' Scheme until they return to employment of two days (14 hours) or more a week.

d. In cases of terminal illness all future subscriptions may be waived at the discretion of the Institute of Financial Services.
- Hardship: Consideration can be given in instances where members are experiencing difficulty in maintaining membership subscriptions due to financial hardship, even though they may be in either part-time or full-time employment and the member should advise all relevant details.
a. Any arrangement must be renewed each year and supporting confirmation provided.

b. Any arrangement is for a maximum of two years. However special circumstances (with supporting confirmation) can be considered.
Please explain briefly your reason for applying for financial assistance

Declaration
Your personal data

We will use and protect your personal data in accordance with current data protection legislation to process your application. Further details, including your rights, the disclosure of data to third parties, storage, retention and how to amend your personal data, can be found within our Privacy Notice.

Members will be delivered a digital credential / badge through our third party arrangement with Credly.

Our Terms and conditions, along with our Code of Ethics provides a framework of professional conduct for members
Declaration - you must agree and accept the below to continue:

By registering you declare that the information you have entered is true and accurate, consent to the processing and use of your personal data as outlined in the Privacy Notice.I agree to abide by LIBF Code of Ethics.I accept the Terms and Conditions.
Signature*
Please sign to confirm you have read and agreed to the declaration above. A digital signature is acceptable
Should be Empty: