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Forces MoneyPlan

Financial guidance to sick & injured armed forces personnel & veterans

Financial guidance to sick & injured armed forces personnel and veterans.

Since 2007 Personal Finance Society members have worked alongside their local Citizens Advice Bureau to provide valuable pro bono financial guidance for consumers who wouldn't ordinarily be able to access professional advice. This successful partnership is known as 'MoneyPlan'. To coincide with Armed Forces Day 2017 we launched a similar initiative Forces MoneyPlan whereby qualified Personal Finance Society members provide pro bono financial guidance to sick and injured armed forces personnel and veterans, who (as with MoneyPlan) have difficulty accessing professional financial guidance.

By rolling out this initiative, we have provided an opportunity for Personal Finance Society members to share their expertise with a sector of society who have given much for their country, giving them the information, knowledge and confidence to take greater control of their own financial affairs. Not only will this deliver direct improvements in consumer outcomes it will also help change the negative perceptions that have beset financial planning for too long. Learn more about the background to this initiative.

We are also pleased to announce that early in 2018 the Personal Finance Society signed the Armed Forces Covenant. This is a pledge that together with others we acknowledge and understand that those who serve or who have served in the armed forces, and their families, should be treated with fairness and respect in the communities, economy and society they serve with their lives.

Benefits of participation

This is an opportunity for qualified members to volunteer a small amount of their time, knowledge and expertise and make a real difference to the lives of those who have given so much in serving our country:

  • One of the initiative's aims is to resolve financial problems for sick and injured armed forces personnel and veterans, bolstering confidence and helping to reduce worry and stress
  • Volunteering qualifies for CPD whilst expanding professional knowledge in other areas of personal finance relevant to armed forces personnel and veterans
  • Pro bono is a key feature of most professions and an important part of our ongoing campaign to build trust among consumers and consumer organisations. Those advisers involved in MoneyPlan initiative will testify that pro bono work can be hugely rewarding.

More information available on our Frequently Asked Questions page.


If you are interested in supporting this important initiative then we would like to hear from you as an expression of interest. 

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