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MoneyPlan

MoneyPlan is a pro-bono initiative which partners financial adviser members of the Personal Finance Society with local Citizens Advice. Members volunteer their time to provide free financial guidance to those who wouldn't ordinarily be able to access professional advice.

Background

This initiative brings to fruition the recommendation of the original MoneyPlan pilot that took place between May 2007 and March 2009, where "reduced stress and improved peace of mind" was the result for 89% of participants.

Find out more about the background

In 2019 there were 95 active MoneyPlanners. They gave guidance to a total of 437 consumers across 470 sessions.

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