financial tools

We support past and present members of the Institute of Chartered Accountants of England and Wales (ICAEW), ACA students, ICAEW staff members, and the family and carers of members and students. 

1. No matter where your career takes you, past and present members of the Institute of Chartered Accountants of England Wales (ICAEW) are eligible for caba’s services for life, even if you change your career and leave accountancy 
2. ACA students (ICAEW Provisional Members) who are either an active student or have been an active student within the last three years are eligible for caba's services 
3. Past and present staff members of the ICAEW or caba are eligible for caba's services for life, even if you leave either organisation. Please note, for former employees, our financial support is only available to those who have had five years continuous employment with either organisation 
4. Family members and carers of either an eligible past or present ICAEW member, ACA student or past or present employee of the ICAEW or caba are eligible for caba's support. We define a family member as a: 
   1. spouse, civil partner or cohabiting partner 
   2. widow, widower or surviving civil partner who has not remarried or cohabiting with a partner 
   3. divorced spouse or civil partner who has not remarried or cohabiting with a partner 
   4. child aged up to 25. Please note, children aged between 16 and 25 are not eligible for individual financial support 
   5. any other person who is dependent on the eligible individual supporting them financially or are reliant on the eligible individual’s care 
   6. any other person on whom the eligible individual is reliant, either financially or for care 

You can find out more about our available support both in the UK and around the world on our support we offer page and by using our interactive eligibility tool. 

If you need financial support, we carry out a means test where we consider income, expenditure, capital and assets.  

*Please note none of our other services are means-tested.