My Basket0

Financial Planning Week 2020


Publication date:

30 September 2020

Last updated:

01 October 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.

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.

“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



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.

Find out more

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




Tagged as

This document is believed to be accurate but is not intended as a basis of knowledge upon which advice can be given. Neither the author (personal or corporate), Society of Claims Professionals or Chartered Insurance Institute, or any of the officers or employees of those organisations accept any responsibility for any loss occasioned to any person acting or refraining from action as a result of the data or opinions included in this material. Opinions expressed are those of the author or authors and not necessarily those of the Society or Chartered Insurance Institute.