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Initiatives

Current initiatives

Initiatives currently being undertaken or supported by the Personal Finance Society.

Sustainable Finance

The Personal Finance Society has established a new panel of advisers, policy professionals and sustainable finance experts to enhance advice standards and consumer outcomes around climate change and other sustainability challenges.

PFS Power

PFS Power aims is to raise awareness of financial planning skills and techniques and sharing good practice.

Forces MoneyPlan

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

My Personal Finance Skills

Delivering free financial awareness sessions to schools and colleges across the UK.

Practitioner Panel

Established encourage more personal finance professionals to embrace the use of beneficial planning tools and techniques

Paraplanning Panel

Assisting with the development and communication of skills, techniques, training and good practice.

Research Panel

Join our research panel to share your views on how our offerings can evolve to best meet your changing needs.