Initiatives

Pension Transfer Gold Standard
Learn how to sign up for our voluntary code of good practice for safeguarded and defined benefit pension transfer advice.

Find an Advisor
Our search tool of around 22,000 qualified financial advisers who can help you make the right financial decisions. 

School outreach programme
The Personal Finance Society's pro bono programme aims to deliver financial awareness sessions to schools and colleges across the UK.

Citizens Advice MoneyPlan
MoneyPlan is a pro-bono initiative which partners financial adviser members of the Personal Finance Society with local Citizens Advice.

Forces MoneyPlan
A pro bono initiative, offering free financial guidance to armed forces personnel and veterans.

ScamSmart
Find out how you can support the FCA ScamSmart campaign – spread the word about how to avoid investment and pension scams.