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PFS supports World Financial Planning Week 2020

Jake Carter

October 2, 2020

The Personal Finance Society (PFS) is supporting World Financial Planning Week 2020 and is urging its members to follow suit.

The society aims show its support through its established pro-bono programmes of MoneyPlan, Forces MoneyPlan and My Personal Finance Skills, as well as using social media to increase engagement.

More than 900 financial advisers currently deliver the Personal Finance Society’s My Personal Finance Skills’ free financial education workshops to schools across the country.

In addition, more than 100 financial advisers offer free financial guidance to Armed Forces personnel and veterans through the Personal Finance Society’s Forces Moneyplan initiative.

Keith Richards, chief executive of the Personal Finance Society, said: “We want the financial advisers already engaged in these pro-bono schemes to shout about what they do to increase awareness of the guidance they offer.

“We are also encouraging all advisers to offer existing clients, family or friends a free guidance session during the week.

“Financial Planning Week and World Financial Planning Day is a great opportunity for collaboration and 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, the nation’s teenagers and wider public.

“I hope financial advisers are inspired by the experiences that current volunteers will share on social media next week and more members of the armed forces and schools will see the posts, come forward and benefit from these fantastic initiatives.”


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