Interested in volunteering - we'd like to hear from you.
If you are interested in supporting this important initiative
then we would like to hear from you as an expression of interest.*
Once registered, you will be contacted by the Personal Finance
Society once all outstanding aspects of this initiative have been
Handbook: Sets out the roles, responsibilities,
expectations and summarises the basics of the scheme.
slides: These have been created to provide specific information
relevant to Armed Forces personnel.
- Notes: To
accompany the CPD slides.
Statement of Engagement: A pre-guidance notification for
you to personalise and send to a potential Forces MoneyPlan
Options and Priorities Report: A post-guidance form for
you to personalise.
Form: A confidential post meeting report from the Forces
MoneyPlan client to assess the effectiveness (or not) of the
To be placed on the Forces MoneyPlan Adviser Register please
fill in Section 4 'Volunteer Engagement' of the
Handbook and send to firstname.lastname@example.org. Lyn
will then be in touch should a local Forces MoneyPlan client
request financial guidance. Further information available from:
M. 07584 213408
* If you have previously advised the Personal Finance
Society of your interest via e-mail, it will not be necessary to do