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Financial Planning Week 2020

The Personal Finance Society is proud to be supporting this year’s Financial Planning Week 2020 starting on Monday 5 October, and World Financial Planning Day on Wednesday 7 October. Financial Planning Week aims to raise awareness of the importance of financial planning and to help people nationwide organise their finances to achieve their future financial goals.

“Financial Planning Week and World Financial Planning Day is a great opportunity for financial advisers to volunteer a small amount of their time, knowledge and expertise to make a real difference to the lives of armed forces personnel and the nation’s teenagers.”
Keith Richards, CEO of the Personal Finance Society

Get involved

Moneyplan

This initiative partners financial adviser members of the Personal Finance Society with local Citizens Advice, and offers free financial guidance to those who wouldn’t ordinarily be able to access professional advice.

Find out more

Forces Moneyplan

This initiative offers free, confidential financial guidance to all Armed Forces personnel and Veterans.

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My Personal Finance Skills

This initiative delivers free financial education workshops to schools across the country to help students understand more about money and leave school ‘life-ready’.

Find out more

The Personal Finance Society is looking to increase awareness and the number of advisers who support our three pro-bono schemes. This will allow us to help provide more support to those who may not ordinarily be able to access financial guidance, provide more educational workshops to help students understand more about money and to place armed forces personnel and veterans in a better informed financial position.

Our Executive Members

🚉Military veterans of every generation will soon benefit from cut-price rail travel with the new Veterans' Railcard… twitter.com/i/web/status/1…

By @Cobseo 6 days ago

The Service Charity Sector and the coronavirus outbreak

For the latest information and guidance on the Service Charity Sector and the coronavirus (COVID-19) outbreak, please click here