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Current PFS initiatives

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

Financial Vulnerability Taskforce

To promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.

PFS Power

Raising 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.

Pension Transfer Gold Standard

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

Wellbeing Hub

Stimulating conversation around wellbeing has the power to change people’s lives. Browse our on-demand resources now to find the one that could make a difference to you.

My Personal Finance Skills

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

Building Financial Resilience

The Personal Finance Society (PFS) has partnered with ITN Productions Industry News to produce a news-style programme, titled Building Financial Resilience, which explores the importance of financial planning in a pandemic-informed world.