Member Tools

Find tools and resources for STEP members, including information leaflets, marketing portal and member reports.

STEP logo

Full members i.e. TEPs, can use the STEP logo on their business cards, websites and other marketing collateral. The rules differ for sole practitioners and those who are members of a firm. Find out how to use the STEP logo via the links below:

Information leaflets

STEP’s leaflets provide information for members of the public on issues relating to family inheritance and succession, as well as on the role of the Society itself. The leaflets can be downloaded, and the England & Wales versions can be purchased in packs of 25 for STEP members to distribute to clients and other members of the public.

Marketing portal

Marketing resources for STEP members - In an increasingly competitive marketplace, STEP practitioners need to take a proactive approach to marketing themselves and their business in order to thrive.

Investment benchmarking tool

The Trustee Managed Portfolio Indices (TMPI) are provided by Enhance MPI Limited as a STEP member service. The Indices show the performance of a peer group of investment portfolios that are managed on a discretionary basis on behalf of persons acting in a fiduciary capacity.

Confidence Index

STEP performs quarterly members' confidence surveys and a confidence index. Find out more

Impact Report

Read what STEP did for its members - Impact Report