Initiatives
Current initiatives
Initiatives currently being undertaken or supported by the Personal Finance Society.
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.
Pension Transfer Gold Standard
Sign up for our voluntary code of good practice for safeguarded and defined benefit pension transfer advice.
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.
